Intelligent pricing that adapts to your workflow. No hidden fees. No surprises. Just undeniable ROI for modern accounting.
Need unlimited power?Contact Enterprise
Ideal for Solo Tax Preparers and small practices.
Billed annually ($948/yr)
Everything in Starter includes:
OS Products Included
Ideal for Growing CPA Firms and mid-sized practices.
Billed annually ($2388/yr)
Everything in Professional includes:
OS Products Included
Ideal for Large Firms requiring full OS capabilities.
Everything in Enterprise includes:
OS Products Included
TaxVector OS scales effortlessly from single preparers to enterprise networks.
Get started quickly with essential tools to automate data entry and manage clients effortlessly during tax season.
Scale your operations with advanced accounting workflows, team collaboration, and deeper insights.
Unify your entire multi-office practice with the complete TaxVector OS, including complex K-1 analysis and custom integrations.
See exactly what's included in each TaxVector OS tier to find the perfect fit for your firm's workflows.
| Features | Starter Essentials | Professional Most Popular | Enterprise Custom |
|---|---|---|---|
| Core Products | |||
| ReturnIQ (AI Tax Prep) | |||
| LedgerIQ (Cloud Accounting) | |||
| K1Vision (Entity Intelligence) | |||
| Workflow & Automation | |||
| Smart Document Collection | |||
| Prior-Year Intelligence | |||
| Automated Reconciliations | |||
| Multi-Entity Review | |||
| Support & Implementation | |||
| Email Support | |||
| Phone & Chat Support | |||
| Dedicated Success Manager | |||
| Custom Onboarding | |||
Transitioning your firm shouldn't be a nightmare. Our dedicated onboarding team handles the heavy lifting, ensuring zero downtime for your practice.
From historical tax returns to complex client portals, we ensure every gigabyte of your data is securely mapped, migrated, and verified before you even log in.
A dedicated team to map out your firm's specific workflow needs.
Seamless migration of your existing data and client lists.
Live sessions and extensive resources to get your team up to speed fast.
Dedicated Customer Success to ensure you hit your efficiency goals.
Your clients trust you with their most sensitive data. We provide the robust, granular compliance tools you need to safeguard it effortlessly.
Multi-factor authentication and Single Sign-On for enterprise-grade access control.
Granular control over who can view, edit, or approve specific tax documents.
Comprehensive audit trails of all user actions for maximum compliance.
Bank-level AES-256 encryption for all data at rest and in transit.
Everything you need to know about our pricing, billing cycles, and how to choose the right tier for your firm.
Whether you are a solo practitioner or a massive enterprise firm, our plans are designed to scale seamlessly with your specific needs.
Our product experts are here to help.
Stop letting disjointed tools slow down your firm. Upgrade to the ultimate tax intelligence platform and transform your workflows today.