How does pricing work?

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Accepted Answer

You're billed per client analysed, not per advisor seat, not per month. A client credit covers one filer's return, dependants included; a couple's household report takes one credit per spouse. Single clients are $50 each; a 40-credit pack is $1,000, which works out to $25 a client. Past $1,000 of credits, enterprise pricing is custom, just reach out. No subscription. Clients never expire; buy more when you need them.

Pricing: pay per client, no subscription · Tax Return Insights