Built for CPAs & Enrolled Agents

Pick the Taxerity plan that fits your practice.

Start with a 14-day Free trial of the full base platform under Starter. Upgrade to Professional for AI deduction review + IRS notice response, Firm for multi-seat practices, or talk to sales for Enterprise.

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Plans

Four tiers. One platform.

Every tier includes the workflow described in its card. Citation context, connector availability, privacy posture, and review requirements are bounded by the configured product and current offer terms.

Annual billing saves up to 20% across Starter, Professional, and Firm compared to monthly.

Starter
Solo EA basics. AI deduction flags and firm-controlled review.
$49/ month
  • AI deduction scanner — cataloged flags can include stored citation context
  • Firm-controlled review before a filing workflow action
  • Connector availability varies by configured environment
  • Append-only decision records where supported by the workflow
  • Documented privacy and security posture; review before using taxpayer data
  • Email support — standard response window

Server-verified via Stripe. Cancel anytime.

Professional
Most popular
Full AI deduction assistance + IRS notice response for an active solo practice.
$149/ month
  • Everything in Starter
  • IRS notice response workflow — ingest, classify, draft, owner-reviewed response
  • Bulk scan runs — process an entire client roster in one go
  • Custom deduction playbooks — practice-type rule sets beyond the defaults
  • Premium integrations — ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro
  • Advanced audit-trail exports — client-ready PDF + JSON where enabled
  • Priority support — direct line to the Taxerity team

Server-verified via Stripe. Cancel anytime.

Firm
Multi-user / team features for partnerships and small firms reviewing multiple books in parallel.
$399/ month
  • Everything in Professional
  • Multi-seat workspace — owners, reviewers, and read-only firm members
  • White-labeled client deliverables — your firm on every page
  • Shared client roster + bulk auditor pass across the team
  • Admin controls — role gating, audit log export, seat management
  • Current plan features and pricing are subject to the owner-approved offer

Server-verified via Stripe. Cancel anytime.

Enterprise
Contact sales
Custom pricing, dedicated support, and procurement-ready terms.
Custom 
  • Everything in Firm
  • Custom AI playbooks tuned to your firm’s practice area
  • Dedicated onboarding — a Taxerity engineer walks your first 10 engagements
  • SLA-backed support — response window contracted per engagement
  • Procurement-ready terms — MSA, DPA, security review packet
  • SSO + SAML — single sign-on across your firm’s identity provider
  • No self-serve checkout — pricing and onboarding by quote
Talk to sales

Procurement-ready terms · SSO/SAML · dedicated onboarding

What’s inside Professional

Five Professional capabilities your clients will see.
Process-level depth that earns the $149/month price tag.
  • AI deduction review — cataloged flags can include IRC citation context before a filing workflow action.
  • Firm-controlled review — the practitioner decides whether to act on a suggestion.
  • Bounded state catalog — review the named jurisdiction, tax year, and source before relying on it.
  • Append-only audit trail — exportable as client-ready PDF + JSON.
  • Documented data-handling controls — review the applicable privacy and security posture before use.

How accurate is the scan, and would it hold up under IRS exam

Cataloged suggestions may include stored citation context and a confidence score; review the source record and the append-only decision log before relying on one.

How accurate is the scan, and would a flagged line hold up under IRS exam?
A cataloged flag may include the citation stored with its entry, a confidence score, and a decision-log record. The scanner produces research for review, not tax advice or an exam outcome; the practitioner must verify the source, facts, tax year, and filing treatment before relying on it.

What role does mandatory owner review actually play

Flags are presented for firm review. The practitioner decides whether to accept, modify, or reject a suggestion and verifies any downstream filing action.

What role does mandatory owner review actually play in the workflow?
A flagged item can be reviewed and marked accepted, modified, or rejected in the firm workflow. The decision record remains available in the application, but the practitioner must verify the facts, authority, and any action in preparation software; owner review is not a guarantee of correctness or legal compliance.

How is this different from pasting the return into ChatGPT

The product separates preview data from firm workflows and keeps the practitioner in the decision loop. Privacy, training, retention, and isolation claims depend on the documented configuration and review.

How is Taxerity.AI different from pasting the return into ChatGPT or another off-the-shelf tool?
Taxerity.AI is a review workflow with bounded catalog context, decision records, and a no-auto-file boundary. It is not a promise about a provider’s training policy, residency, retention, legal compliance, or an exam result. Review the configured privacy and security posture before using any third-party service with taxpayer information.

Worked example

How it works in 3 steps.

A fictional sole-prop intake, end to end — what the AI does, what the owner reviews, and what actually gets applied.

AI scans the intake.
The scanner suggests candidates, never final numbers.

For a sole-prop who drives between client sites and works from a rented home office, the AI flags IRC §179 equipment (with Form 4562 line refs), home-office deductions via the simplified method (Schedule C, Form 8829 cross-reference), and standard business mileage (IRC §162, Schedule C Line 9). Every suggestion arrives flagged, never auto-applied.

You review every flag.
Mandatory human-in-the-loop screen before anything writes.

The workpaper queue opens with an accept / modify / reject decision for each flag, the IRC citation attached inline, and the counterfactual shown next to the suggestion. Nothing the AI surfaces writes to Schedule C, Form 4562, or the audit log until you choose accept or modify.

Applies only after CPA approval.
The firm owner remains PTIN of record on every entry.

On your accept or modify, an audit-log entry is writtenwith the reviewer’s PTIN, the citation, and the value applied. The firm’s owner stays PTIN of recordon every write — the AI is a screener, never a preparer of record.

See the full trust posture →

Not ready to subscribe?

Talk to us before you upgrade.

If the FAQ didn’t cover your situation — a multi-firm practice, a non-standard engagement letter, a procurement step — leave a note and someone from the team will reply by email within one business day.

Whole-number seat count, 1–10,000.

No commitment required. Review the documented data-handling posture; read /trust for the posture.

Practice posture

PTIN stays on the line — that's the only proof we make here.

Citations are non-negotiable, the AI suggestion is never the last word, and the owner is always the human who signs. Reach out via the contact note above to ask about early-access availability.

Every practice holds the same PTIN-stays-on-the-line posture. Read the full trust statement on /trust.

Solopreneur vs Pro

What Pro unlocks beyond the 14-day trial.

Same platform, same owner-only sign-off posture. Pro widens the throughput, the reciprocity, and the support response window an active solo practice runs into.

Solopreneur

Taxerity Core · 14-day Free trial

$0 / 14-day trial

Pro
$149 / year

AI scans

Per-return AI scan during the 14-day trial
AI deduction scanner — cataloged flags can include stored citation context

IRS notice response

Not in Free — Professional & Firm tier feature
End-to-end IRS notice response: ingest, classify, draft, owner-reviewed response

Premium integrations

Standard integrations only
ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro, Drake, TaxAct

Support response time

Standard support response window
Priority support — direct line to the Taxerity team

Audit-trail exports

Standard audit trail — no client-ready PDF + JSON export
Advanced audit-trail exports — client-ready PDF + JSON

Estimate your ROI

Does Pro pay for itself for your practice?

Enter an illustrative client volume and return complexity to model a scenario. The result is not a forecast, guarantee, or measured savings claim.

Returns per year (1–5,000)

~25 illustrative hours / year

≈$3,750 illustrative value / year

Net of $149/yr Pro subscription: +$3,601 / year

Pro pays for itself in ~1 month at this volume.

Estimates assume ~50% reduction in preparer time per return and a $150/hr senior-review internal rate. Your actuals will vary by client mix and review depth.

Already decided to upgrade?

Three more answers before you click.

FAQs every buyer still wants answered before checkout. Full answers live on /faq.

How do refund / cancel work after I upgrade?

Cancel from your billing page — handled by Stripe. Self-serve. No support ticket, no friction.

Read the answer

Can I downgrade or switch tiers later?

Yes. Switch tiers from the same billing page; the change applies at the next renewal date, prorated if you move up.

Read the answer

What counts as a Premium integration?

ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro, Drake, and TaxAct — the 7-platform bundle. Available on Professional, Firm, and Enterprise.

Read the answer

Practitioner review boundary
Owner-only sign-off
Data residency

Documented controls · professional review remains open · taxerity-ai@polsia.app

Read common CPA questions.