Price
Not an introductory rate, not a seat minimum, not a per-household meter that grows with your book. One number, one advisor, every client you serve. And you do not pay to find out: the full product is free for your first seven days, no card and no account. When the trial ends, everything you generated stays yours to open and export.
Start here
Seven days, the whole product, no card and no account.
Every deliverable is unlocked during the trial: the X-Ray, the report, the scenarios, the white-label PDF and the client letters. When it ends, new work is locked and everything you already generated stays viewable and exportable. Nothing you made is held hostage.
For advisors
$99/year
Unlimited clients, unlimited returns, unlimited deliverables. The white-label PDF and every tax letter, under your own firm name.
For a single analysis
$9once
For when you only need to run one analysis: a single client, your own return, or one more after the trial ends. Same engine and same deliverables as the subscription, bought outright, with nothing to cancel later.
Why it is not more
There is no OCR bill, no storage bill, and no compute bill to pass on to you. The reading, the seventy-eight engines, the encryption, and the PDF all run on hardware you already own and already paid for. A cloud product has to charge for the datacenter that holds your clients' returns. We do not have one to charge you for.
For scale
The established entry plan in this category is $749 a year, and it covers thirty households. We are not trying to win that comparison on features. We are trying not to be in it.
Payment is handled by Stripe; we never see your card. Subscriptions refund in full within thirty days, and an unredeemed report pass refunds within thirty days too. The exact terms are in the Terms of Service, not in a sentence on a sales page.
Try it before you decide it is worth $99.