Plans and Pricing
Taxlytic offers three plans to fit different practice sizes and needs. All plans include the AI chat intake, document extraction, and data export features.
Standard -- $59/month
Best for solo preparers handling up to 50 clients per year.
- Up to 50 clients
- AI chat intake with adaptive questioning
- W-2, 1099 (NEC, MISC, INT, DIV), and 1098 extraction
- 3 document extractions per client ($1.50 per additional document)
- PDF and CSV export
- Custom branded intake URL
- Email support
- Monthly ($59/mo) or annual ($599/yr) billing
- Voice Receptionist available as add-on ($79.99/mo, 200 min)
Tax Season -- $199.99/season
Best for preparers who need higher capacity during the February through April tax season.
- Up to 150 clients per season
- Everything in Standard
- 10 document extractions per client ($1.50 per additional document)
- Schedule C, K-1, 1099-B, and crypto support
- Priority email support
- One-time seasonal payment, access ends April 30
- Voice Receptionist available as add-on ($79.99/mo or $249 season bundle with 600 min)
Premium -- $199/month
Best for growing firms that need full form coverage and built-in voice capabilities.
- Up to 250 clients
- 15 document extractions per client ($1.50 per additional document)
- All form types supported
- AI Voice Receptionist included (200 min/mo, $0.25/min extra)
- Priority support
- Monthly ($199/mo) or annual ($2,189/yr) billing
Additional charges
Beyond the base plan price, there are two types of usage-based charges:
Client overages -- $5 per client
If you exceed your plan's client limit, additional clients are billed at $5 each. Each overage client includes document extractions matching your plan (Standard: 3, Tax Season: 10, Premium: 15).
Extra documents -- $1.50 per document
Each client includes document extractions based on your plan (Standard: 3, Tax Season: 10, Premium: 15). Additional documents beyond your limit are billed at $1.50 each.