TaxFlow Pro

The ultimate workspace for tax professionals. Secure document management, AI-powered intake, and seamless client communication.

Unlimited Clients
Manage your entire roster without restrictions or hidden per-client fees.
Secure Vault
Encryption designed for tax documents and sensitive data like SSNs.
AI Intake Forms
Intelligent forms that suggest relevant fields based on client tax scenarios.
Direct Messaging
Secure, internal chat to keep all client communication in one place.

Simple, Transparent Pricing

Choose the plan that fits your practice.

Monthly Pro
$10/month
Perfect for active tax seasons.
  • Unlimited Clients
  • Secure Document Uploader
  • AI Field Suggestions
  • Real-time Pipeline Tracking
Get Started
Best Value
Lifetime License
$50 / one-time
Own your workspace forever.
  • Everything in Monthly Pro
  • Unlimited Clients
  • No Recurring Subscriptions
  • Priority Support
Get Lifetime Access