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Pricing · 2026

Income Lab pricing

3 plans on the record · a free trial

Every plan

Support Staff Seat

$80 a month, billed yearly

$800/yr billed annually; save $160/yr

Per seat · add team members to either plan

Core

$199 a month, billed yearly

$1,990 billed annually or $2,388/yr billed monthly; 2 months free on annual billing

Retirement income planning · tax planning · Social Security optimizer · scenario analysis · 15+ integrations · AI Assistant

Pro

$299 a month, billed yearly

$2,990 billed annually or $3,588/yr billed monthly; 2 months free on annual billing

Everything in Core · Penny AI paraplanner · tax and estate analysis · practice intelligence · Yodlee account aggregation · team permissions and SSO