7-Day Free Trial · No Credit Card Required

Choose Your Plan

Powerful financial tools for every stage of your business. Upgrade, downgrade, or cancel anytime.

Starter

For individual tax preparers

$49/month
or $490/year
Up to 1 users
  • Up to 50 clients
  • Tax prep tools
  • Document management
  • AI Assistant access
  • Email support

7-day free trial, then $49/month

MOST POPULAR
Professional

For growing tax offices

$149/month
or $1490/year
Up to 10 users
  • Up to 500 clients
  • All tax prep tools
  • Payroll management
  • AI Tax Prep portal
  • Virtual meetings
  • Marketing automation
  • Priority support

7-day free trial, then $149/month

Enterprise

For large firms

$499/month
or $4990/year
Up to 50 users
  • Unlimited clients
  • All features included
  • White-label branding
  • API access
  • Dedicated account manager
  • Custom integrations
  • 24/7 support

7-day free trial, then $499/month

White Label Reseller

Rebrand and resell the platform

$999/month
or $9990/year
Up to 100 users
  • Everything in Enterprise
  • Full white-label branding
  • Reseller dashboard
  • Commission tracking
  • Multi-tenant support
  • Custom domain
  • Onboarding training

7-day free trial, then $999/month

Have a discount code?
Secure payment by Stripe Cancel anytime No setup fees

Service Plans

Pay for individual services without a subscription. All plans include AI-powered prep and human review.

📋
Tax Preparation — Basic (1040)

Individual 1040 tax return with AI prep, human review, and e-file submission.

$199one-time
🏢
Tax Preparation — Business

Business returns (1120/1120S/1065) with Schedule C and full AI prep.

$499one-time
⚖️
Tax Resolution — Initial Consultation

IRS resolution consultation for back taxes, audits, and installment agreements.

$500one-time
💰
Business Funding — Application Fee

Funding application processing for SBA loans, lines of credit, and MCA.

$250one-time
📈
Credit Repair — Monthly

Full credit repair with dispute generation, FCRA tracking, and score monitoring.

$149/month
📊
Bookkeeping — Monthly

Monthly bookkeeping with reconciliation, expense tracking, and financial statements.

$299/month
Mentorship with Shantadria Prelow

Mentorship Programs

Direct guidance from our founder to scale your financial business.

👥
Group Setting

Learn alongside other entrepreneurs in a collaborative setting.

$499/month
🎯
1-on-1 Private

Personalized guidance with direct access and custom strategy.

$999/month
BEST VALUE
👑
Full Program

Weekly 1-on-1s, group mastermind, unlimited messaging, and full toolkit.

$1,999/month

White Label Partners

Run your financial firm under your own brand. All subscription revenue is processed through the platform's central Stripe account — no setup or per-company payment configuration required.

Partner Login
    base44
    Edit with Base44