One platform. Every tier of your practice.
Tax Practice AI replaces your intake forms, document chaos, client queue, bookkeeping, and AR — all in one place. Start where the pain is. Scale when you're ready.
SOC 2 in progress · No setup fees · Cancel anytime · Built for US tax professionals
Starter
Get organized before tax season hits.
- Client records & intake forms (no more paper)
- Document upload & classification
- Up to 5 staff users
- Offline-capable — works when your internet doesn't
Most firms are up and running in one afternoon.
Pro
Run your front office without lifting a finger.
- Everything in Starter
- Walk-in queue & client pipeline
- Email intake — documents arrive, already sorted
- Bookkeeping & transaction review
- Unlimited staff users
The tier most growing firms move to after their first tax season with us.
Full OS
The complete tax practice operating system.
- Everything in Pro
- Accounts Receivable — automated reminders, aging reports
- Finance & P&L reporting
- Payroll management (Beta)
- 100 AI credits/mo — Carol answers your staff's questions
- White-glove onboarding included
Compare to Lacerte
Lacerte starts at $4,000–$8,000 per preparer seat/year.
Tax Practice AI is $999/month for your whole firm.
Enterprise
For teams 10+
For practices that can't afford to slow down.
- Everything in Full OS
- Local Docker Companion — keep working when internet drops
- SSO (Okta, Google Workspace, Azure AD)
- SOC 2 compliance documentation
- Custom AI training on your firm's workflows
- Dedicated Customer Success Manager
- SLAs with 99.9% uptime guarantee
- Custom contract, MSA & DPA
Lacerte charges $4K–$8K per preparer seat and goes down when your internet does. We're one flat rate for your whole firm — offline-capable, with a dedicated CSM.
Typically $2,500–$3,000/month. Setup included.
Questions, answered.
Can I switch tiers later?
Yes — upgrade or downgrade anytime. Your data stays intact.
Is there a setup fee?
No setup fees on Starter, Pro, or Full OS. Enterprise includes a one-time onboarding fee as part of the custom quote.
What does "offline-capable" mean?
Tax Practice AI includes a service worker that caches the app so you can keep working during internet outages. Client intake, the walk-in queue, and document capture all work offline and sync automatically when you reconnect.
All prices in USD. No contracts on monthly plans. Cancel anytime. Volume discounts for multi-office firms. Enterprise includes custom contract terms.