No hidden fees. Pick the plan that fits your practice.
Tax Season is billed per season.
For solo preparers getting started with digital intake.
Or $599 billed annually
High-volume plan for the busy February through April crunch.
Feb through Apr access
Year-round intake for growing firms with full form coverage.
Billed annually at $2,189
Document extractions per client: Standard 3, Tax Season 10, Premium 15. Additional extractions: $1.50 each.
Client overage: $5 per additional client beyond plan limit.
7-day free trial. Cancel anytime, no fees.
Every plan includes AI-powered chat intake. Pick the one that matches your practice size.
| Feature | Standard | Tax Season | Premium |
|---|---|---|---|
Client intakes per year | 50 | 150 | 250 |
AI chat intake | |||
Document extractions per clientAI-powered data extraction from W-2, 1099, and other tax forms | 3 | 3 | 3 |
Custom branded subdomainyourfirm.taxlytic.ai | |||
PDF export | |||
Schedule C + K-1 support | |||
1099-B + crypto support1099-B, 1099-DA, and investment document extraction | |||
Bulk export | |||
Custom brandingAdd your logo and colors to the intake experience | |||
Priority support | |||
AI Receptionist (voice)AI phone intake with dedicated number. Minutes purchased separately or included with Premium. | $79.99 add-on | $249 bundle | 200 min/mo included |
Start your 7-day free trial. Set up in under 5 minutes.