Pricing and Plans for 1040 Tax Workflow Automation

If you're evaluating our solution for 1040 tax workflow automation and need pricing information, the best way to get accurate, up-to-date pricing tailored to your firm's size and needs is to speak directly with our sales team.

How to Get Pricing Information

Because pricing can vary based on factors such as volume, firm size, and the specific capabilities required, we recommend reaching out to our team directly to discuss your situation. You can do this by:

• Requesting a pricing consultation or demo through our website

• Contacting our sales team to discuss your specific use case and volume requirements

What to Expect

When you connect with our team, be prepared to share details such as:

• The approximate number of returns or documents processed annually

• The number of users or seats needed

• Which capabilities are most important to your workflow (e.g., document extraction, workpaper preparation, recurring-logic automation)

This will help our team recommend the most appropriate plan or package and provide indicative pricing for your evaluation process.

Enterprise and High-Volume Firms

For larger or high-volume firms, custom pricing and enterprise packages may be available. Our sales team can walk you through what is included at each tier and how AI extraction capabilities are structured within the pricing model.

To get started, please reach out to our sales team through our website or contact us directly to schedule a call.