Three SKUs. One philosophy: predictable annual pricing, sized by client count, with the most-popular path — Pro+Forge — carrying zero per-return overage at any tier.
Pro is the brain. Forge is the hands. Run them together for the Variance Engine and the strategic moat.
Browser-based practice management + AI extraction + calculation engine. Inside your Workspace.
Local automation agent for firms with established tax software workflows.
Pro + Forge + the Variance Engine. Zero per-return overage at any tier.
Tier sizing applies to client count. Pro+Forge tiers carry zero per-return overage at every level — client count is the only limit.
Pay annually if you want flexibility. Lock in multi-year if you want predictability.
2-year prepay — on any tier of any product.
3-year prepay — on any tier of any product.
Your client data never leaves your own infrastructure. AES-256 at rest, §7216 by architecture.
All standard IRS forms. Confidence scoring. Fraud detection. No per-document fees.
Direct response from the team that built the product. Business and Enterprise tiers add priority and named contacts.
Cancel anytime. Standard CSV/PDF dump of every client and document. Your data is always yours.
User seats are included in tier sizing. Add preparers without changing your bill.
Every workflow is what an EA actually wishes existed in their own firm.
No pitch, no pressure. We talk through your client volume, current stack, and which tier of which product fits your firm best. If Pro+Forge isn't right for you, we'll say so.