Membership plans
Compare tiers and choose the plan that fits your needs. All paid plans include bookkeeping chat, expense recording, and report downloads.
| Feature | Free | Basic | Individual | Pro | Ultimate |
|---|---|---|---|---|---|
| Price | $0 | $3.99/mo | $9.99/mo | $59.99/mo | $99.99/mo |
| Trial | — | 14-day free | 14-day free | 14-day free | 14-day free |
| Chat messages | Limited | More | More | Higher | Highest |
| Personal tax (W-2, 1099) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bookkeeping & reports | ✓ | ✓ | ✓ | ✓ | ✓ |
| LLC / Schedule C | — | — | — | ✓ | ✓ |
| Real CPA assist | — | — | — | Add-on | Add-on |
Free
$0
forever
- Limited chat responses per month
- Personal tax topics (W-2, 1099, etc.)
- CPA-reviewed AI guidance
- Bookkeeping chat & expense recording
Basic
$3.99
/mo.
14-day free trial
- Entry-level paid tier
- More questions than free
- Personal tax topics
- Bookkeeping chat & expense recording
Individuals
$9.99
/mo.
14-day free trial
- More questions per month
- Personal tax (W-2, 1099, investments, etc.)
- CPA-reviewed guidance for common scenarios
- Bookkeeping chat & expense recording
Pro
$59.99
/mo.
14-day free trial
- Higher question limits
- LLC, Schedule C, payroll, basic bookkeeping
- Priority access to CPA-curated content
- Full bookkeeping & report downloads
Ultimate
$99.99
/mo.
14-day free trial
- Top tier limits
- Real CPA assist add-on available
- Direct access to a licensed CPA for complex questions
- Full bookkeeping & report downloads
Need help choosing? Start with the free tier and upgrade anytime. You can manage or cancel your plan from your Account page.