Choose the plan that's right for you
Starter
$0/mo
Ideal for aspiring tax professionals starting their journey
- Referral Network Pass
- One Affiliate Program
- Tax Pro Live Profile Landing Page
- Portal Company User
- Portal Contact User
- Dynamic Tax Pro Fax Templates
- Exclusive Taxpayer & Tax Pro Community Access
- 1 Business Day Response Time
* Membership features can be added-on
Starter
$0/mo
Free Forever
Ideal for aspiring tax professionals starting their journey
- Referral Network Pass
- One Affiliate Program
- Tax Pro Live Profile Landing Page
- Portal Company User
- Portal Contact User
- Dynamic Tax Pro Fax Templates
- Exclusive Taxpayer & Tax Pro Community Access
- 1 Business Day Response Time
* Membership features can be added-on
Boost⭐
$49/mo
Perfect for tax pros aiming for increased sales growth
- Email Marketing Tax Leads Package
- Referral Network Pass
- Two Affiliate Programs
- Tax Pro Live Profile Landing Page
- Portal Company User
- Portal Contact User
- Secondary Portal Contact User
- Tax Pro-to-Taxpayer Token Transfer
- Dynamic Tax Pro Fax Templates
- 1 Business Day Response Time
- Exclusive Taxpayer & Tax Pro Community Access
- Exclusive Tax Pro Startup Community Access
Boost⭐
$37/mo
Save $150 Billed $444/yr
Perfect for tax pros aiming for increased sales growth
- Email Marketing Tax Leads Package
- Referral Network Pass
- Two Affiliate Programs
- Tax Pro Live Profile Landing Page
- Portal Company User
- Portal Contact User
- Secondary Portal Contact User
- Tax Pro-to-Taxpayer Token Transfer
- Dynamic Tax Pro Fax Templates
- 1 Business Day Response Time
- Exclusive Taxpayer & Tax Pro Community Access
- Exclusive Tax Pro Startup Community Access
Premium
$499/mo
Tailored for businesses seeking substantial expansion opportunities
- Email Marketing Tax Leads Package
- Referral Network Pass
- Three Affiliate Programs
- Tax Pro Live Profile Landing Page
- LMS Sole Proprietor Course
- Portal Company User
- Portal Contact User
- Secondary Portal Contact User
- Tax Pro-to-Taxpayer Token Transfer
- Two transfers per month
- Dynamic Tax Pro Fax Templates
- 1 Business Day Response Time
- Exclusive Taxpayer & Tax Pro Community Access
- Exclusive Tax Pro Startup Community Access
* Membership features can be added-on
Compare plans ⤵Premium
$379/mo
Save $1,500 Billed $4,548/yr
Tailored for businesses seeking substantial expansion opportunities
- Email Marketing Tax Leads Package
- Referral Network Pass
- Three Affiliate Programs
- Tax Pro Live Profile Landing Page
- LMS Sole Proprietor Course
- Portal Company User
- Portal Contact User
- Secondary Portal Contact User
- Tax Pro-to-Taxpayer Token Transfer
- Two transfers per month
- Dynamic Tax Pro Fax Templates
- 1 Business Day Response Time
- Exclusive Taxpayer & Tax Pro Community Access
- Exclusive Tax Pro Startup Community Access
* Membership features can be added-on
Scale
$1,250/mo
Designed for businesses aiming for significant growth opportunities
- Email Marketing Tax Leads Package
- Referral Network Pass
- Three Affiliate Programs
- SuiteDash Email Marketing Setup
- Tax Pro Live Profile Landing Page
- 1-on-1 Master Strategy Session
- LMS Sole Proprietor Course
- Monthly Fathom Forecasting Reports
- Portal Company User
- Portal Contact User
- Secondary Portal Contact User
- Exclusive Sales Masterclass Community Access
- Pre-Qualified Tax Lead Prospects
- 2 - 3 pre-qualified leads prospects
- Tax Pro-to-Taxpayer Token Transfer
- Three transfers per month
- Dynamic Tax Pro Fax Templates
- SuiteDash Portal Setup
- 1 Business Day Response Time
- 1-on-1 SuiteDash Portal Setup Support & Training
- Exclusive Taxpayer & Tax Pro Community Access
- Exclusive Tax Pro Startup Community Access
Scale
$1k/mo
Save $3,000 Billed $12k/yr
Designed for businesses aiming for significant growth opportunities
- Email Marketing Tax Leads Package
- Referral Network Pass
- Three Affiliate Programs
- SuiteDash Email Marketing Setup
- Tax Pro Live Profile Landing Page
- 1-on-1 Master Strategy Session
- LMS Sole Proprietor Course
- Monthly Fathom Forecasting Reports
- Portal Company User
- Portal Contact User
- Secondary Portal Contact User
- Exclusive Sales Masterclass Community Access
- Pre-Qualified Tax Lead Prospects
- 2 - 3 pre-qualified leads prospects
- Tax Pro-to-Taxpayer Token Transfer
- Three transfers per month
- Dynamic Tax Pro Fax Templates
- SuiteDash Portal Setup
- 1 Business Day Response Time
- 1-on-1 SuiteDash Portal Setup Support & Training
- Exclusive Taxpayer & Tax Pro Community Access
- Exclusive Tax Pro Startup Community Access
Simple, transparent pricing
Save 33% on yearly plan!
Free Starter
$00 /month
What you get:
Marketing Team- Referral Network Pass
- One Affiliate Program
Operations Team
- Portal Company User Access
- Portal Contact User Access
Sales Team
Services Team
- Dynamic Tax Pro Fax Templates
Support Team
- 1 Business Day Response Time
Boost
$3749 /month
All Free features, plus:
Marketing Team
- Email Marketing Tax Leads Package
- Referral Network Pass
- Two Affiliate Programs
Operations Team
- Portal Company User Access
- Portal Contact User Access
- Secondary Portal Contact User Access
Sales Team
- Tax Pro-to-Taxpayer Token Transfer
Services Team
- Dynamic Tax Pro Fax Templates
Support Team
- 1 Business Day Response Time
- Exclusive Tax Pro Startup Community Access
* Membership features can be added-on
Premium
$379499 /month
All Boost features, plus:
Marketing Team
- Email Marketing Tax Leads Package
- Referral Network Pass
- Three Affiliate Programs
Operations Team
- LMS Sole Proprietor Course
- Portal Company User Access
- Portal Contact User Access
- Secondary Portal Contact User Access
Sales Team
- Tax Pro-to-Taxpayer Token Transfer
- Two transfers per month
Services Team
- Dynamic Tax Pro Fax Templates
Support Team
- 1 Business Day Response Time
- Exclusive Tax Pro Startup Community Access
* Membership features can be added-on
Scale
$1k1,250 /month
All Premium features, plus:
Marketing Team
- Email Marketing Tax Leads Package
- Referral Network Pass
- Three Affiliate Programs
- SuiteDash Email Marketing Setup
Operations Team
- 1-on-1 Master Strategy Session
- LMS Sole Proprietor Course
- Monthly Fathom Forecasting Reports
- Portal Company User Access
- Portal Contact User Access
- Secondary Portal Contact User Access
Sales Team
- Exclusive Sales Masterclass Community Access
- Pre-Qualified Tax Lead Prospects
- 2 - 3 pre-qualified leads prospects
- Tax Pro-to-Taxpayer Token Transfer
- Three transfers per month
Services Team
- Dynamic Tax Pro Fax Templates
- SuiteDash Portal Setup
Support Team
- 1 Business Day Response Time
- 1-on-1 SuiteDash Portal Setup Support & Training
- Exclusive Tax Pro Startup Community Access
Free Starter
Boost
Premium
Scale
Marketing Team
Operations Team
Sales Team
Services Team
Support Team
We help you partner with apps that deliver a red-carpet experience
We've got A's for your Q's
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Absolutely! You can cancel your membership whenever you want, and we won't charge you extra. Our memberships are pay-as-you-go, which means you can also upgrade or add services at any time. We offer a la carte pricing, so you only pay for what you use.
Though we don't give refunds for memberships once you've signed up, you're free to cancel anytime. And remember, you have 24 hours to cancel an order without worry. -
Yes! Our membership plans are a good deal. You can pick from monthly or yearly subscriptions. They come with discounts on extras, different ways to pay, special benefits for Tax Pros or Taxpayers, and a free trial membership to see if you like it before you buy.
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Yes! Our memberships are set up as pay-as-you-go plans, so you know exactly what you're paying for. This makes it easy to pick the right tax expert for you. Each membership and service has a clear price, so you see the cost right away.Our straightforward pricing helps you quickly figure out which option fits your budget and tax needs. That way, you can focus on finding the perfect tax pro to help you out.
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Yes, we assist our taxpayer members by connecting them with a tax pro in our network. We offer a free consultation and a personal guide to help them easily use our membership site right from the start. This way, they can quickly find you as their ideal service provider.
We make it simple for them to find the tax service provider to get tax services that are reliable and valuable, providing peace of mind and a direct connection to you as their chosen tax expert from the moment they join. -
Yes, they are. We offer membership plans with fixed prices. That means the cost is upfront and listed on our site. It stays the same, no matter your debt amount or tax issue outcome.We aim for transparency with our pricing. So you'll know from the get-go if our memberships match your budget and what you're looking for.