Question 1

How does pricing work?

Accepted Answer

You're billed per person, not per advisor seat, not per month. One credit covers one person and every tax year you hold for them, dependants included, up to seven years, so a couple's household report takes two credits, $100, whether you upload one year each or six; year eight and later bill one credit each. Composing a household from people you have already paid for is free. Single credits are $50 each; a 40-person pack is $1,000, which works out to $25 a person. Past $1,000, enterprise pricing is custom, just reach out. Every new account gets one free credit, so the first person you analyze is free. No subscription. Credits never expire; buy more when you need them.

Question 2

Do I pay again for each tax year?

Accepted Answer

No. A credit buys the filer, not the filing. Once you have paid for a person, every other tax year you hold for them is included at no further cost, up to seven tax years in all, and those seven do not have to be recent or consecutive. Past the seventh, each further year bills a single credit rather than being refused, and re-uploading a PDF already on file is always free. It means you never have to decide which year is worth analyzing. Upload what you have, pick any year on the report to read that filing, and let the carryforward balances (unused RRSP room, capital and non-capital losses, tuition) come off the returns that actually carry them. Dependants cost nothing, and a corrected or amended return for a person you have already paid for is free when it is for one of those seven years.

Pricing: one credit per person, no subscription · Tax Return Insights