Built by tax professionals, for tax professionals

Simple plans that grow with your practice.

Every plan includes the full Tax Toro platform. Plans differ by how many preparers can sign in and the team tools that come with more seats.

Starter

For the independent preparer. One seat with the full Tax Toro platform: research, documents and the client portal.

$149 / month

Billed monthly. Switch to annual and get 2 months free.

1 preparer seat

Need more? Move up to Professional.

Includes

AI Tax Assistant with cited IRS sources

Client document management

AI-assisted document extraction

Client portal with return status

Tax preparation workspace and return review In development

Professional

For growing teams

For small firms with a few preparers. Five seats and the team tools to share work across your firm.

$399 / month

Billed monthly. Switch to annual and get 2 months free.

5 preparer seats included

Add seats for $39/month each

Everything in Starter, plus

Firm admin and preparer roles

Invite preparers to your firm

Assign clients to preparers

Firm dashboard across all clients In development

Firm

For larger practices with a bigger team. Twenty-five seats and the lowest price for each additional seat.

$1,299 / month

Billed monthly. Switch to annual and get 2 months free.

25 preparer seats included

Add seats for $29/month each

Everything in Professional, plus

Lowest price per additional seat

7-day free trial on every plan. No credit card required. Annual plans: pay for 10 months, get 12 (about 16.7% savings).

Add-on

In development

Tax Intelligence+ with IRS transcripts

Bring IRS transcripts into Tax Toro and put them to work next to everything else you know about the client.

Request IRS transcripts through the IRS Transcript Delivery System (TDS), with the client’s authorization on file

Transcripts saved to the client’s secure file

Ask questions across transcripts, client documents and IRS guidance, with cited answers

$99 / month per firm

Or $990 / year per firm with annual billing.

Billed per firm, not per user. One price covers every preparer on your plan.

Available as an add-on to the Starter, Professional and Firm plans.

Ask About Tax Intelligence+

Founding customers

Founder pricing for our first customers.

Qualifying founding customers who join through 2028 get a lower monthly rate on Starter or Professional for their first 12 months.

Founder rate for 12 months, starting from your first payment

Open to qualifying founding customers through 2028

One founder period per customer; it cannot be restarted

The founder rate applies to the base subscription, not to additional seats or add-ons

Ask About Founder Pricing

Plan Standard Founder, first 12 months

Starter $149/mo $99/mo

Professional $399/mo $299/mo

Monthly prices shown, for the Starter and Professional plans.

Compare plans

What each plan covers.

Plan features marked “In development” are included in the plans shown once they launch, at no extra cost. Tax Intelligence+ is a separate paid add-on.

On a small screen, swipe the table sideways to see every plan.

Feature Starter Professional Firm

Seats and team

Preparer seats included 1 5 25

Additional seats Not available $39/month each $29/month each

Firm admin and preparer roles Not included Included Included

Invite preparers to your firm Not included Included Included

Assign clients to preparers Not included Included Included

Research and documents

AI Tax Assistant with cited IRS sources Included Included Included

Client document management Included Included Included

AI-assisted document extraction Included Included Included

Clients

Client portal Included Included Included

Return status updates for clients Included Included Included

Preparation and review

Tax preparation workspace In development

Included Included Included

Line-by-line return review In development

Included Included Included

Firm dashboard In development

Not included Included Included

Add-ons

Tax Intelligence+ with IRS transcripts ($99/month per firm) In development

Paid add-on Paid add-on Paid add-on

Billing

Monthly or annual billing Included Included Included

7-day free trial, no credit card Included Included Included

E-filing is not part of any plan yet. We will announce it when it is available.

FAQ

Common pricing questions.

Short answers about the free trial, billing, seats and add-ons.

How does the free trial work?

Every plan starts with a 7-day free trial. No credit card required.

How does annual billing work?

You pay for 10 months and get 12, about 16.7% less than paying monthly. Annual plans are $1,490 for Starter, $3,990 for Professional and $12,990 for Firm.

Can I add more preparer seats?

Professional includes 5 seats and Firm includes 25. Additional seats are $39/month each on Professional and $29/month each on Firm. Starter has one seat; to add preparers, move up to Professional.

What is Tax Intelligence+?

A paid add-on, currently in development, that brings IRS transcripts into Tax Toro. It costs $99/month or $990/year per firm, not per user, and is available with every plan.

Who can get founder pricing?

Qualifying founding customers who join through 2028. The founder rate is $99/month on Starter or $299/month on Professional for 12 months from your first payment. Contact us to ask whether you qualify.

Does Tax Toro e-file returns?

Not yet. E-filing is in development. Today, Tax Toro works alongside your existing filing software.

Not sure which plan fits?

Tell us about your practice and we will help you choose.