Scale with your firm

Predictable pricing for
high-output firms.

All plans include core SR&ED calculation logic, T661 generation, and secure data storage.

Solo

Individual consultants

~$233/mo
Billed $2,799 per year$2,999
  • 10 clients
  • Basic Calculations
  • Scenario Modeling
  • PDF Exports
Choose Plan
Most Popular

Pro

Small firms (2-5 users)

~$417/mo
Billed $4,999 per year
  • 50 clients
  • Multi-user access
  • Audit Risk Flags
  • Pipeline Dashboard
Choose Plan

Firm

Boutiques (5+ users)

~$583/mo
Billed $6,999 per year
  • Unlimited clients
  • Custom Branding
  • Advanced Analytics
  • Priority Support
Choose Plan

API Plan Add-ons

For firms building their own internal tools or client portals.

Plan Add-onAnnual CostCalls/MonthOverage
API Base+$2,5005,000$0.02/call
API Pro+$5,00025,000$0.01/call
Unlimited+$10,000No limitN/A

Need a custom plan?

Our Enterprise solutions include dedicated onboarding, custom integration support, and volume-based pricing for the largest groups.

Talk to our sales team