Pricing built for tax season
Pay per client, buy in bulk, or subscribe annually. Switch anytime.
How many clients do you process per tax season?
Starter
Pay as you go
- Free first client (up to 500 transactions)
- AI categorization across all 4 tax forms
- P&L + Cash Reconciliation reports
- All 5 tax software exports
- PDF bank statement parsing
- Up to 3 firm members
Best for: 1–30 clients/year
Firm
75 client credits included
~$20 per client
- Everything in Starter
- 75 client credits per year
- $25 per additional client
- Up to 10 firm members
- Priority email support (same-day)
- Custom firm branding on exports
$1,500 charged annually. Auto-renews each year unless cancelled. Cancel anytime at Settings › Billing.
Best for: 30–150 clients/year
Practice
300 client credits included
~$15 per client
- Everything in Firm
- 300 client credits per year
- $20 per additional client
- Unlimited firm members
- Priority email + phone support (4-hour response)
- Quarterly account review
- Custom DPA available on request
$4,500 charged annually. Auto-renews each year unless cancelled. Cancel anytime at Settings › Billing.
Best for: 150–500 clients/year
Enterprise
Tailored to your firm
- Everything in Practice
- Custom volume pricing
- Dedicated customer success manager
- Priority onboarding & migration support
- Custom integrations
- SLA commitments
- Custom contracts
Best for: 500+ clients/year
Full feature comparison
Credit allowance by tier. Expand for full comparison.
| Feature | Starter | Firm | Practice | Enterprise |
|---|---|---|---|---|
| Included client credits | — | 75/year | 300/year | Custom |
Refer other firms, earn credits
Earn 10% on referred firms’ per-client and credit pack purchases, plus 5% on their annual subscriptions. A single Practice referral earns you $225 in WriteupOS credits — paid as account credit, never expires.
Frequently asked questions
WriteupOS assists with transaction categorization. The tax preparer is responsible for reviewing all categorizations and the accuracy of the final tax return.