Choose a Plan
Taxlytic offers three plans designed for different practice sizes and needs. Every plan includes a 7-day free trial so you can explore the full platform risk-free.
Plan comparison
| Feature | Standard | Tax Season | Premium |
|---|---|---|---|
| Price | $59/mo or $599/yr | $199.99/season | $199/mo or $2,189/yr |
| Client limit | 50 | 150 | 250 |
| Form types | W-2, 1099, 1098 | + Schedule C, K-1, 1099-B | All form types |
| Documents per client | 3 included ($1.50/extra) | 10 included ($1.50/extra) | 15 included ($1.50/extra) |
| Voice Receptionist | Add-on ($79.99/mo) | Add-on ($79.99/mo or $249/season bundle) | 200 min/mo included ($0.25/min extra) |
| Support | Priority email | Priority | |
| Free trial | 7 days | 7 days | 7 days |
Which plan is right for you?
Standard -- Best for solo preparers
Great for individual tax preparers who handle up to 50 clients per year with basic form types (W-2, 1099, 1098). Available on monthly or annual billing. The annual plan saves you over $100 per year.
Tax Season -- Best for seasonal volume
Ideal for preparers who need higher capacity during the February through April tax season. Supports up to 150 clients and unlocks advanced form types including Schedule C, K-1, and 1099-B. One-time seasonal payment with access ending April 30.
Premium -- Best for growing firms
For firms that need full form coverage, higher client limits (250), and built-in Voice Receptionist with 200 minutes per month included. All form types are supported. Available on monthly or annual billing.
About the 7-day free trial
Every plan starts with a 7-day free trial. During the trial, you have full access to all features included in your chosen plan. You will not be charged until the trial ends. If you cancel before the trial period is up, you will not be billed.