Tax Software Pricing for Freelancers
Simple, transparent pricing. Free for beta users. No credit card required. Cancel anytime.
Starter
For freelancers just getting started with clean books
billed monthly · save 20% annually
- Bank account connection (up to 3)
- AI transaction categorization
- Real-time tax liability dashboard
- Quarterly estimated tax reminders
- Invoicing & payments
- Mileage tracker
- Basic P&L report
- Mobile app
- Email support
Free during beta · No card required
Pro
For serious freelancers who want to minimize taxes
billed monthly · save 20% annually
- Everything in Starter
- Unlimited bank connections
- Tax Strategy Engine (S-Corp, Augusta Rule, etc.)
- 1099/W-9 management
- Multi-entity support (up to 2 entities)
- Advanced reports (Balance Sheet, Cash Flow)
- Priority support
- Annual tax savings summary
Free during beta · No card required
Premium
For high-earners who want a full AI CFO
billed monthly · save 20% annually
- Everything in Pro
- Pocket CFO AI assistant (chat + SMS)
- Multi-entity support (up to 3 entities)
- PII detection pipeline
- Audit defense logging
- Year-end checklist
- Dedicated onboarding call
Free during beta · No card required
Enterprise
For operators running many entities at once
priced on entity count and volume
- Everything in Premium
- Unlimited business entities
- Per-entity books, reports, and tax positions
- Consolidated roll-up across all entities
- Custom onboarding and migration
- Dedicated account manager
Free during beta · No card required
Running more than one business entity?
Pro covers 2 entities and Premium covers 3, each with its own books, reports, and tax position. Enterprise lifts the cap entirely and rolls every entity up into one consolidated view.
That last tier is built for operators who hold one entity per asset — production companies spinning up an LLC per project, and rental businesses holding a separate entity for each property or piece of equipment.
Add-Ons
Spouse Seat
$9/moAdd your spouse for married-filing-jointly workflows, joint income tracking, and Child Tax Credit calculations.
Budgeting Module
$6/moPersonal and business budget tracking, savings goals, and cash flow forecasting.
Plan Comparison
| Feature | Starter | Pro | Premium | Enterprise |
|---|---|---|---|---|
| AI Transaction Categorization | ✓ | ✓ | ✓ | ✓ |
| Real-Time Tax Liability | ✓ | ✓ | ✓ | ✓ |
| Invoicing | ✓ | ✓ | ✓ | ✓ |
| Mileage Tracker | ✓ | ✓ | ✓ | ✓ |
| Tax Strategy Engine | — | ✓ | ✓ | ✓ |
| 1099/W-9 Management | — | ✓ | ✓ | ✓ |
| Multi-Entity Support | — | 2 entities | 3 entities | Unlimited |
| Pocket CFO AI Assistant | — | — | ✓ | ✓ |
| Audit Defense Logging | — | — | ✓ | ✓ |
| Dedicated Account Manager | — | — | — | ✓ |
| Beta access | Free | Free | Free | Free |