TaxScout CPA Pricing — AI Practice Management from $49/mo

Simple, Transparent Pricing

No per-user fees. No hidden modules. Unlimited clients on every plan.

MonthlyAnnualSave 20%
Prep Starter
Perfect for solo CPAs and small teams
$39/mo
$470/year — billed annually (Save 20%)
Best for: Solo practitioners and small teams

  • Up to 150 tax returns / tax year *
  • Unlimited clients (no per-client fees)
  • 3 team seats
  • Real-Time AI Extraction (unmetered, 180+ forms, 5-layer validation)
  • AI Tax Assistant — 50 queries/day (pooled)
  • Cross-document validation + OCR verification
  • Branded client portal + OTP login
  • AI-powered smart intake questionnaire
  • E-signatures (Engagement Letter + 8879)
  • Document vault with click-to-source verification
  • Pipeline management
  • Task management
  • CRM & email integration
  • Invoicing via Stripe
  • Excel export (no IRS e-filing)
  • Basic analytics (5 widgets)
  • Regulatory intelligence feed (read-only)
  • WISP compliance tools
  • Unlimited 7-year retention (S3/Glacier backed)
  • Email support
  • $4 per additional return
Most Popular
Prep Pro
For growing firms — High volume preparation
$119/mo
$1,430/year — billed annually (Save 20%)
Best for: Growing firms (2-10 preparers)

  • Up to 500 tax returns / tax year *
  • Unlimited clients (no per-client fees)
  • 10 team seats
  • AI Tax Assistant — 300 queries/day (pooled)
  • Everything in Starter, plus:
  • 9 AI Research Agents (IRS.gov, tax law, client memory)
  • Prior-year intelligence & comparison
  • Tax estimate calculator
  • Full PDF toolbox (14+ tools)
  • Excel workpaper & 1040 calculator export
  • Auto-generated binders with TOC
  • Workflow automation & Kanban boards
  • Email sync (Gmail + Outlook + IMAP)
  • Automated reminders & chase emails
  • Calendar integration
  • Regulatory intelligence + auto client matching
  • Advanced analytics & reporting (20 widgets)
  • Unlimited 7-year retention (S3/Glacier backed)
  • Priority support
  • $3 per additional return

* A “tax return” is defined as one filed tax entity (e.g., 1040 including associated state returns, 1120/1120-S, 1065, 1041). Amendments and extensions are included at no extra cost.

AI queriesapply to the Tax Assistant chat, pooled across your firm’s seats. Document extraction and classification are unmetered.

Data Security & Retention

How we protect your client data and ensure IRS audit-readiness

Active subscriptions

Free, unlimited 7-year retention in compliance with IRS best practices. Backed by S3 Standard for the current year and Glacier Deep Archive for older records.

Cancellation policy

90-day grace period to export all client archives in bulk ZIP format (full PDFs + structured data).

Retained Archive Plan · $99/year

Leaving the platform? Keep your entire client history securely stored and accessible in read-only mode for 7 years — stay fully audit-ready without maintaining your subscription.

How we compare on price

TaxScout's flat pricing means your 10th team member costs the same as your 1st — $0 extra.

TaxScoutTaxDomeCanopyKarbon
Starts at$49/mo flat~$50/user/mo$66/user/mo$59/user/mo
10-person firm$149/mo (Pro)~$500/mo~$660/mo~$590/mo
AI Extraction180+ forms, 5-layerNot availableNot availableNot available
AI Research Agents9 agents + memoryNot availableNot availableNot available
7-Year RetentionExtra costNot availableNot available