Simple pricing. Unlimited clients. Locked in writing.
Two plans, one price per firm. Try everything free for 30 days, no card needed.
Solo
$690/ year
or $69 / month
- 1 user
- Unlimited clients
- 100 KBA checks a year included
- Unlimited e-signatures, organizers, requests and invoices
- Portal, documents, pipelines, messages, time
- Free TaxDome importer and full export
Team
$1,690/ year
or $169 / month
- Up to 5 users
- Roles and per-client access for staff
- Unlimited clients
- 300 KBA checks a year included
- Unlimited e-signatures, organizers, requests and invoices
- Portal, documents, pipelines, messages, time
- Free TaxDome importer and full export
The price lock, in plain words
- Sign by January 31, 2027 and your price stays the same for 36 months from your start date.
- After that, any increase is capped at 5% a year, and we tell you in writing at least 90 days before.
- We will never switch you to per-client or per-seat pricing.
- Monthly plans keep the lock as long as the subscription runs without a break.
- If we ever break the lock, you get a pro-rata refund of what you prepaid.
This is clause 4 of our Terms of Service (draft under attorney review). The signed order form repeats it.
KBA checks
100 a year on Solo, 300 on Team. After that, $1 per check in packs that never expire.
Switching from TaxDome
The self-serve importer is free. Done-for-you migration is a one-time $299, and free on Team annual plans signed by December 31, 2026.
Client payments
Through your own Stripe account at Stripe's standard rates. No markup from us, on cards or ACH.
Leaving
Full export of every file, signature certificate, CSV and the audit log. Free, any time, on every plan.
Compared with TaxDome's new pricing
| Firm | TaxDome, on demand | Taxporch |
|---|---|---|
| Solo, 300 active clients | $3,750 | $690 |
| 3 people, 600 active clients | $8,250 | $1,690 |
TaxDome: $1,500 base for 150 active accounts plus $15 per extra account, from public sources dated November 2026 (Accounting Today). Prepaid packs and transition discounts can lower TaxDome's figure; KBA and add-ons not included. Try your own numbers.
Pricing questions
What counts as a user?
A user is someone on your team who signs in to the firm side. Clients are never users and never cost anything.
What happens after the free trial?
Nothing, unless you pick a plan. The 30-day trial needs no card. If you don't subscribe, your account becomes read-only and you can still export everything.
What is a KBA check?
Knowledge-based authentication: the identity quiz a third-party provider runs before a client remotely signs Form 8879. Solo includes 100 checks a year and Team 300. Extra checks are $1 each, sold in packs that never expire. Plain e-signatures are unlimited.
Monthly or annual?
Both. Annual costs less. Monthly can be cancelled at the end of any month, and keeps the price lock as long as the subscription runs without a break.
Do you take a cut of my payments?
No. Clients pay into your own Stripe account at Stripe's standard rates. Stripe bills you directly; we add nothing on top.
What if I need more than 5 users?
Email us. We'll quote a flat firm price, still with unlimited clients.
Is the done-for-you migration worth it?
If you have many documents or a Mac (TaxDome's desktop drive is Windows only), probably. We import your data, rebuild up to 3 pipelines and 3 organizers, and do a 45-minute go-live call.
No card needed. Unlimited clients from day one.