Free through January 2027

The filing-season pass for solo CPAs and EAs.

Taxerity.AI is opening a free filing-season pass for solo practitioners. Review cataloged deduction suggestions and use only the connector paths your environment supports through the January deadline — then decide whether to continue on a standard plan.

  • Full access through the filing deadline

    Use the review workflow and any connector paths your configured environment supports through January 31, 2027. No card on file, no auto-charge.

  • Solo CPAs and EAs only

    Built for independent preparers handling 1040s, Schedules C, and small-business returns with full IRS representation authority.

  • Your client data stays yours

    Review the documented privacy, consent, and security posture before using taxpayer data. The pass is not a certification or production-data clearance.

Step 1 of 1

Claim your filing-season pass

Pick your practice type and we’ll set the HttpOnly marker that unlocks the extended trial. You’ll create your account on the next screen — no card required.

Filing-season passes are limited to solo CPAs and federally authorized Enrolled Agents. Mid-size firms — see the early adopter program on the home page.

Free through January 2027. We’ll ask for your name, email, and password on the next step — no card required.

Looking for a team plan? See the pricing page or the early adopter program.

Book a 15-min walkthrough

Prefer a live walkthrough? Grab a 15-min slot, Mon–Fri 9–5.

What’s included

Same workspace as a paid seat, free through the deadline.

  • Cataloged deduction suggestions with citation context when available
  • Owner-review flow before any return is touched
  • End-of-year IRS Schedule + 1040 analysis tooling
  • Connector options vary: ProConnect is partial/coming soon, UltraTax is configured-environment dependent, and Drake is coming soon
  • 1-click link share for a second set of eyes during the rush