Simple pricing that scales with your firm

Only pay for active clients each tax year — not old records.
Free your team, grow capacity, and keep more profit.

Starter

$99/mo

For solo CPAs and small teams getting started with automation.

Includes 50 active clients
$2 per additional active client
AI-powered client intake
Secure document upload + portal
Task tracking & due dates
Automated document reminders
Unlimited archived clients

Best for: 1–2 person firms ready to eliminate admin chaos

Most Popular

Pro

$299/mo

For growing firms that want to scale without hiring.

Includes 200 active clients
$1.50 per additional active client
Everything in Starter, plus:
Team roles & permissions
Custom engagement letters
Branded client experience
Priority email support

Best for: Firms adding clients and increasing efficiency fast

Best Value

Scale

$599/mo

For high-volume firms who want maximum automation.

Includes 500 active clients
$1 per additional active client
Everything in Pro, plus:
Advanced workflow automation
AI tax summary & data extraction
Dedicated account manager
Onboarding concierge

Best for: Firms that want to handle more clients with the same team

Every plan includes the core TaxJoy experience:

Eliminate intake chaos — no more chasing documents
AI-assisted tax Q&A with clients
Smart engagement workflows
Real-time dashboard for client status
Secure messaging and client portal
Seamless document collection + summaries

Billed monthly. Cancel anytime.

Active client = someone engaged for the current tax year.

Archived records are always free.

Frequently Asked Questions

Everything you need to know about using TaxJoy pricing, features, security, and more.

Ready to simplify your tax season?

Start with our Free plan or pay-as-you-go with our add-on packages.

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