Pricing

One plan. Every feature. $8 per seat.

No tiers, no feature gates. Every seat is $8/month billed annually and includes 100 credits that fuel every AI workflow — research, review, drafting, planning, and modeling. Annual billing saves 20%, and volume discounts kick in at 5 seats.

Build your package

Pick seats and extra credits — prices update live, with the exact discounts you’d pay.

Seats

$8/seat billed annually · each includes 100 credits/mo · volume discount from 5 seats

5

Extra credits / month

$0.08/credit billed annually · minimum 250 · volume discount from 500/mo

0

Need more than 60 seats or 10,000 extra credits a month? Talk to sales about a custom package.

Your price

5 seats × $7.50/mo$50.00$37.50/mo
500 bundled credits/moIncluded
$37.50/ month

Billed annually — $450.00/year. You save 25.0% vs. list.

500 credits/mo · effective $0.0750/credit
Get StartedOr request a demo

What’s included

Every seat gets everything

There are no feature tiers to outgrow. Every seat has the full platform — with citations to primary authority on every answer.

  • Cited AI research — federal, all 50 states & 1,000+ municipal
  • Document intelligence — returns, W-2s, 1099s, K-1s
  • Return review with AI analysis
  • Memo, letter & IRS notice drafting
  • Planning scenarios & multi-entity modeling
  • Corporate structure analysis
  • Insights health grades & Deduction Hunter
  • Per-client entity workspaces for your whole team

How credits work

Usage-based, priced to the work

Each action costs credits based on the computation it actually uses — everyday research and document work costs just a few credits, while a full return review runs deep multi-stage analysis.

ActionTypicalRange
Research chat (cited answer)44–8 cr
Document upload & analysis32–5 cr
Full tax return review7260–100 cr

100 credits ≈ 25 cited research chats, or a full return review with room left for research and document work — every month, per seat. Need more? Add extra credits anytime.

Credit costs shown are typical estimates — actual usage may be lower or higher depending on the complexity of the question, document, or return.

Pooled across your firm

All credits land in one firm-wide balance every cycle. Admins can set monthly per-seat caps for individual team members.

No surprise bills — ever

Your balance never goes negative and there is no overage billing. If you hit zero, work pauses until you add credits, and resumes the moment you do.

Extra credits from $0.10

Buy more anytime (minimum 250). Committed monthly credits earn volume discounts — from 5% at 500/month up to 30% at 10,000/month.

Valid for 12 months

Every credit grant is good for 12 months from the date it is issued. Credits are tied to your firm and cannot be transferred or resold.

Bigger than self-serve?

Self-serve covers up to 60 seats and $15,000 in annual contract value. Beyond that — or if your firm needs invoicing, security and procurement reviews, or custom terms — we’ll build a custom package.

Contact sales

Pricing FAQ

Questions about pricing

How credits, billing, and discounts work.

What's a credit?

A credit is the usage unit behind every AI workflow, and each action costs credits based on the work it actually does. A cited research chat typically uses 4 credits (4–8), a document upload 3 (2–5), and a full tax return review about 72 (60–100). Every seat includes 100 credits per month.

Do credits pool across the team?

Yes. All seat credits and extra credits land in one firm-wide balance, so heavier users draw from the same pool as lighter ones. Admins can set monthly per-seat caps for individual team members.

What happens if we run out of credits?

Work pauses — your balance never goes negative and there is no overage billing, so you will never get a surprise bill. Buy extra credits (minimum 250) or raise your monthly credit commitment, and work resumes immediately.

How do discounts work?

Annual billing takes a flat 20% off, and volume discounts stack on top: per-seat prices drop from 5 seats (5% off) up to 30% off at 100 seats, and committed extra credits from 500/month (5% off) up to 30% off at 10,000/month. For example, 5 seats billed annually is 25% off — $7.50 per seat.

Do credits expire?

Each credit grant is valid for 12 months from the date it is issued — both the credits bundled with seats and any extra credits you buy. Credits are tied to your firm and cannot be transferred or resold.

When do I need Enterprise pricing?

Self-serve covers up to 60 seats and $15,000 in annual contract value. Above that — or if you need invoicing, security and procurement reviews, or custom terms — contact sales for a custom package.

Answers current as of 2026-07-08.

See it on your toughest question.

Bring a real client question or document to a 30-minute demo — we'll show you the cited answer live, and the package that fits your firm.