Taxation.ai pricing

4 plans on the record · a free plan · a free trial

Every plan

Free forever

1 federal return per year · 5 document uploads · basic AI assistant and deduction finder · community support

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$15 one-time

One-time per filing year

Unlimited federal and state returns · unlimited document OCR · all 50 state returns · priority email and chat support

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$49 a month, billed yearly

$490 billed annually (save 17%)

5 team seats · branded client portal · CRM · analytics · review workflow · API access · dedicated account manager

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Priced on request

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Unlimited team seats · SSO and SAML · on-premise deployment option · custom integrations and API · 99.99% uptime SLA

Read 30 Sep 2026 · taxation.ai