Pricing
Flexible pricing for
individuals and firms
Start with a free trial or contact us for firm plans with team access and shared visibility.
Individual
For preparers managing their own clients.
$0/trial
$0/trial
- Fund obligations lookup by ticker
- Client and tax year management
- PDF and CSV exports
- Private client visibility
- Firm-shared clients
Firm
For teams that need shared access and roles.
0Contact us
0Contact us
- Everything in Individual
- Firm-shared client visibility
- Team invites (Admin and Member)
- Centralized firm settings
- Priority support
Pricing Plan Comparison
Features
Monthly Price
User Accounts
Dashboard Access
Multi-Channel Messaging
Dashboard Access
Multi-Language Support
Advanced Analytics & Reporting
Integrations (CRM, Ads, APis)
Customer Support
Standard
$29.75
1
1,000/month
Unlimited
Basic
Community
Professional
$39.75
Up to 5
50,000/month
Standard
Email Support
Enterprise
$69.75
Unlimited
Unlimited
Advanced
Dedicated Managed
Frequently Asked Questions
The clarity you've been looking for
Answers about fund obligations lookup, state exempt dividends, firms, and exports.
What is a state tax exempt dividends calculator?
How do I look up US government obligations for a mutual fund?
Does this work for money market fund state tax exemption?
Can I use this for 1099-DIV state exempt income?
What happens when fund data is Pending?
Can my firm share clients with the team?
What export formats are available?
How long are deleted items kept?
Ready to calculate state exempt income?
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