Built for CPAs & Enrolled Agents
Taxerity.AI pricing. Public. No commitment.
Built for CPAs & Enrolled Agents. Public pricing, no commitment. Solo per-seat for individual practitioners. Firm flat-rate for multi-preparer practices. Enterprise on request for large firms and BPO service providers. 14-day free trial — cancel anytime.
You know the tax code — we handle the workflow.
Plans
Three tiers, one platform
Every plan ships with the same AI deduction scanner, the same IRC-cited suggestions, and the same SOC 2 Type II controls. Pricing scales with seat count and review workload — not feature gating.
Solo
Most popular
Per-seat pricing for individual CPAs, Enrolled Agents (EAs), and bookkeepers. You already know Circular 230 — Taxerity.AI handles the prep, citations, and documentation around it.
$99/ seat / month
- IRS representation support for EA-issued work (Circular 230 compliance)
- AI deduction review with full IRC citations
- Human-in-the-loop owner sign-off before anything ships
- Full audit trail with timestamps on every action
- Supported integrations — ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro, Drake, TaxAct
- SOC 2 Type II · zero data retention after processing
- IRS representation prep — workpaper assembly, Form 2848-ready disclosures, and Circular 230 evidence packs
- Penalty abatement documentation drafts — reasonable-cause memos and first-time-abatement evidence files
- Client correspondence templates and engagement-letter language tuned for EA practices
Firm
For teams
Flat monthly rate for multi-preparer CPA and Enrolled Agent practices. Unlimited returns, every preparer included. Your EAs supervise the workflow; Taxerity.AI keeps the audit trail, reviewer assignments, and Circular 230 evidence airtight.
$349/ month, flat
- EA-specific compliance workflows — Circular 230, multi-state EA coverage, and review trails tuned for IRS representation practices
- Everything in Solo, for every preparer on the firm
- Multi-preparer collaboration on a shared client queue
- Firm-wide audit trail across partners, managers, and staff
- Role-based access controls and reviewer-assignment rules
- Dedicated firm onboarding and quarterly review with the Taxerity.AI team
- SOC 2 Type II · zero data retention after processing
- Multi-EA representation case queue with reviewer-assignment rules tuned for partner sign-off
- Penalty abatement documentation at scale — bulk reasonable-cause and FTA evidence generation across active engagements
- Compliance review trail per preparer, exportable for state-board and PTIN-audit responses
- Audit support exports — workpaper binders and examiner-facing pegboard-ready documentation
Enterprise
Custom volume pricing for large and EA-heavy firms, multi-office practices, and BPO service providers. Federally licensed EAs run the engagement — Taxerity.AI provides the bulk credentialing, multi-state practice policy enforcement, and audit-ready exports.
Custom
- Volume pricing for EA-heavy practices — bulk seat assignment, EA credential verification, and Circular 230 enforcement at scale
- Volume pricing across multi-office firms and BPO service providers
- Custom Section 7216 consent workflows and data-residency terms
- SSO / SCIM, audit log export to your SIEM, and DPA on request
- Named implementation manager and 24/7 priority support
- SOC 2 Type II · zero data retention after processing
- Bulk EA credential verification and PTIN tracking across the roster
- Multi-state EA representation practice policy enforcement (Circular 230 §10.6 / §10.7 alignment)
- Dedicated EA-led compliance reviews alongside your named implementation manager
Prices in USD. Annual billing is available on request — contact the sales team for a custom quote. All plans include a 14-day free trial before the first charge.
Trusted by CPAs & Enrolled Agents
SOC 2 Type II · Zero data retention after processing · taxerity-ai@polsia.app