Simple, Transparent Pricing
Start free. Upgrade when your firm needs more capacity. Cancel anytime.
Starter
$0
- ✓25 documents/month
- ✓5 clients
- ✓Basic AI classification
- ✓Manual data entry
- ✓Email reminders
MOST POPULAR
Pro
$49/mo
$470/year (save ~20%)
- ✓500 documents/month
- ✓Unlimited clients
- ✓AI classification + extraction
- ✓Bulk upload (50 docs)
- ✓Client tax summary reports
- ✓Missing document detection
- ✓Priority queue
Business
$89/mo
$850/year (save ~20%)
- ✓All Pro features
- ✓Unlimited documents
- ✓API access
- ✓5 team members
- ✓White-label reports
- ✓Slack/email notifications
- ✓Advanced analytics
Enterprise
$149/mo
$1430/year (save ~20%)
- ✓All Business features
- ✓Unlimited team members
- ✓Custom document types
- ✓Model fine-tuning
- ✓SSO integration
- ✓Priority support + SLA
- ✓Custom integrations
Pricing FAQ
Can I try TaxSort AI for free?
Yes! The Starter plan includes 25 documents per month and 5 clients at no cost. No credit card required.
What happens if I exceed my document limit?
You'll receive a warning at 80% usage. Above the limit, additional documents cost $0.25 each, or you can upgrade to a higher plan.
Can I switch plans anytime?
Yes. Upgrade or downgrade at any time through the billing portal. Changes take effect immediately.
Do you offer annual billing?
Yes! Annual billing saves you ~20%. Pro is $470/year, Business $850/year, Enterprise $1,430/year.