One payment for the whole tax year
Convert statements as they come in, not only in one sitting. One price for twelve months.
One charge covers twelve months, including next tax season.
Tax Filer - Free
Best for testing or single-month statements
- 2 statements/week (batch-ready)
- First 5 pages per PDF processed
Solo Tax Filer
Perfect for self-employed filers
- 500 pages/month
- Batch upload (12 files)
- Audit-Ready ZIP package
- (Renamed PDFs + spreadsheet)
- AI Schedule C categorization
- Excel & CSV export
Professional
For accountants & bookkeepers
- 3,000 pages/month
- Unlimited batch uploads
- Audit-Ready ZIP package
- (Renamed PDFs + consolidated spreadsheet)
- Everything in Solo Tax Filer
- Priority support
Accountant Firm
Built for CPA firms
- 10,000 pages/month
- Everything in Pro
- Audit-Ready ZIP package
- (Renamed PDFs + consolidated spreadsheet)
- Phone support
Enterprise
Custom logic, ERP integrations, high-volume operations.
- Custom ERP integrations
- Dedicated US-based account manager
- Live US-based onboarding & support
- SLA & Custom Contracts
Frequently Asked Questions
What happens when my promotional rate expires?
Your rate is locked in forever as an early adopter. You are grandfathered in at your original price—new customers pay the current rate.
Can I upload multiple bank accounts at once?
Yes! You can batch upload statements from checking, savings, and credit cards all at once and merge them into a single report.
How accurate is the AI categorization?
Our AI achieves 95%+ accuracy on standard IRS Schedule C categories. You can always manually refine categories after downloading your final file.
What if I need help?
All paid plans include email support. Professional and Accountant tiers get priority response times to ensure your bookkeeping remains current year-round.
Why choose the Tax Season Pack?
If you will convert statements more than once this year—year-end, an extension, quarterly books—annual is the simpler buy. Same limits as monthly, two months free: Solo $499, Professional $899, Accountant $1,699. It renews once a year unless you cancel.
Can I cancel anytime?
Monthly plans can be canceled anytime. The Tax Season Pack bills once a year and renews unless you cancel before the next charge. 30-day money-back if you're not satisfied.