Pricing
One plan. Every feature. Priced per seat.
No tiers to compare and no features held back for a higher plan. Every seat gets the full platform — pay monthly or save with annual billing.
Per seat
$149/seat/mo
billed monthly, cancel anytime- Unlimited clients & cases
- Client & case management CRM
- IRS transcript delivery
- Automatic transcript monitoring
- IRS workflow automation
- Document collection portal
- Task management
- Financial analysis (Form 433)
- Secure branded client portal
- Firm-wide reporting & dashboard
- Standard support
Trials are set up directly with us — no self-serve signup or credit card required.
Usage-based
A few things billed by usage
Fax, SMS, and eSignature are billed on top of your seat price, based on what you actually send. Not available yet — shown here for reference, they'll appear on your invoice once each feature launches.
Outbound fax$0.05 / page
SMS message$0.03 / text
SMS number (per seat)$3.00 / month
eSignature transaction$1.00 / transaction
FAQ
Pricing questions
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.