Starter
$99/month
For solo practitioners and boutique firms modernizing client delivery.
Plan limits
- 3 users
- Up to 150 clients
- 500 document uploads/month
- 25 GB storage
- Standard support
Beta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Pricing
Plans that scale with your firm
Transparent pricing for every stage — from boutique practices to multi-office networks. No hidden prep software lock-in. Upgrade as your operating model matures.
Beta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Growth
$299/month
For growing firms scaling operations, staff, and seasonal capacity.
Plan limits
- 15 users
- Up to 750 clients
- 2,500 document uploads/month
- 100 GB storage
- Priority support
Professional
$599/month
For multi-office firms running complex operations and oversight.
Plan limits
- Unlimited users
- Unlimited clients
- 10,000 document uploads/month
- 500 GB storage
- Premium support
Enterprise
Contact Sales
For large firms and networks requiring custom governance, SLAs, and rollout.
Plan limits
- Custom users
- Custom clients
- Custom document volume
- Custom storage
- Dedicated onboarding
All plans include secure client portals, role-based access, and platform updates. Switch between monthly and annual billing anytime during onboarding. Enterprise agreements include custom SLAs, security review, and dedicated rollout support.
Full comparison
Compare plans side by side
Every tier includes the firm operating layer. Higher plans unlock marketplace scale, automation, intelligence, and premium support.
Starter
- Firm workspace
- Core
- CRM
- Core
- Client portal
- Included
- Document requests
- Included
- Document uploads/month
- 500
- Storage
- 25 GB
- Team seats
- 3
- Client limit
- 150
- Marketplace access
- Not included
- Preparer verification
- Basic
- Workflow automation
- Basic
- AI assistant
- Not included
- Reports & intelligence
- Basic
- Branding / white label
- Not included
- Security controls
- Standard
- Support level
- Standard
Growth
- Firm workspace
- Advanced
- CRM
- Advanced
- Client portal
- Included
- Document requests
- Included
- Document uploads/month
- 2,500
- Storage
- 100 GB
- Team seats
- 15
- Client limit
- 750
- Marketplace access
- Included
- Preparer verification
- Standard
- Workflow automation
- Advanced
- AI assistant
- Basic
- Reports & intelligence
- Standard
- Branding / white label
- Not included
- Security controls
- Advanced
- Support level
- Priority
Professional
- Firm workspace
- Full
- CRM
- Full
- Client portal
- Included
- Document requests
- Included
- Document uploads/month
- 10,000
- Storage
- 500 GB
- Team seats
- Unlimited
- Client limit
- Unlimited
- Marketplace access
- Included
- Preparer verification
- Advanced
- Workflow automation
- Premium
- AI assistant
- Advanced
- Reports & intelligence
- Executive
- Branding / white label
- Included
- Security controls
- Premium
- Support level
- Premium
Enterprise
- Firm workspace
- Custom
- CRM
- Custom
- Client portal
- Custom
- Document requests
- Custom
- Document uploads/month
- Custom
- Storage
- Custom
- Team seats
- Custom
- Client limit
- Custom
- Marketplace access
- Custom
- Preparer verification
- Custom
- Workflow automation
- Custom
- AI assistant
- Custom
- Reports & intelligence
- Custom
- Branding / white label
- Custom
- Security controls
- Custom
- Support level
- Dedicated onboarding
| Feature | Starter | GrowthPopular | Professional | Enterprise |
|---|---|---|---|---|
| Firm workspace | Core | Advanced | Full | Custom |
| CRM | Core | Advanced | Full | Custom |
| Client portal | Included | Included | Included | Custom |
| Document requests | Included | Included | Included | Custom |
| Document uploads/month | 500 | 2,500 | 10,000 | Custom |
| Storage | 25 GB | 100 GB | 500 GB | Custom |
| Team seats | 3 | 15 | Unlimited | Custom |
| Client limit | 150 | 750 | Unlimited | Custom |
| Marketplace access | Not included | Included | Included | Custom |
| Preparer verification | Basic | Standard | Advanced | Custom |
| Workflow automation | Basic | Advanced | Premium | Custom |
| AI assistant | Not included | Basic | Advanced | Custom |
| Reports & intelligence | Basic | Standard | Executive | Custom |
| Branding / white label | Not included | Not included | Included | Custom |
| Security controls | Standard | Advanced | Premium | Custom |
| Support level | Standard | Priority | Premium | Dedicated onboarding |
Not sure which plan fits?
Our team will map your firm size, season volume, and marketplace goals to the right operating tier — no pressure, no generic pitch deck.
Request Beta AccessBeta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Start building your firm operating system
Choose a plan or request beta access. Our team will map enterprise rollout, marketplace strategy, and multi-office governance when you're invited.