Pay for how ready the client is.
Applying is free. You pay a monthly plan for access and your team, then per lead or per case from your credit. The more work we've already done, the more a client costs — and the less time they cost you.
Contact
People who started with us but didn't finish their file within 7 days.
- Name, phone and email
- State
- Consent to be contacted by a tax professional
Qualified
$20 for W-2 employees, $25 for 1099 or self-employed.
- Everything in Contact
- Income type: W-2, 1099 or self-employed
- Filing status, dependents, approximate income
- Signed IRS §7216 consent to disclosure
Ready file
A client who has done their part. You review, prepare and file.
- Everything in Qualified
- Documents uploaded and classified
- Figures extracted and confirmed by the client
- Missing items flagged
- Draft Form 1040 calculation
Ready files, by complexity
Complexity is set automatically from the client's documents and answers, and shown on the case card before you take it.
- Simple$45
W-2 only, standard deduction
- Standard$59
W-2 plus 1099, unemployment or retirement income; child tax credit, EITC
- Complex$89
Schedule C (self-employed, gig work), several income sources
- IRS resolution$149
Unfiled years, IRS letters or audits — CPAs, EAs and attorneys only
Monthly plans
Every plan includes monthly credit you spend on leads and cases. Pause for free from May to December — your account, team and history stay.
Starter
- $50 credit included
- 1 seat
- Up to 5 open cases
- New cases: 24 h after listing
Pro
- $175 credit included
- 3 seats
- Up to 20 open cases
- New cases: 6 h after listing
Firm
- $500 credit included
- 10 seats
- Up to 60 open cases
- New cases: first, before other plans
The rules
Exclusive
Every lead and every case is sold to one partner only. Once you take it, nobody else sees it.
Upgrade, pay the difference
If a lead you bought finishes their file, the case comes to you and you pay only the difference — e.g. $45 − $20 = $25.
Unreachable? Credit back
Log 3 contact attempts within 72 hours with no answer and the credit is returned. A client who answers and declines is not a refund.
Deadlines
Contact the client within 24 hours and mark the case ready to file within 7 days. Miss them and the case returns to the market without a refund.
Your fee is yours
You agree your fee directly with the client. We never set it, collect it or take a share of it.
Credit
Buy prepaid credit on top of your plan: $250, $500 or $1,000 (+10% bonus). Unused credit carries over through the season and expires April 30.
What a season can look like
A Pro partner taking 40 standard cases over 4 months pays about 4 × $149 + 40 × $59 − 4 × $175 included credit ≈ $2,256. At a typical fee of about $230 per return that is roughly $9,200 in fees — for review work instead of chasing documents.
Illustration only. Your fees, volume and results depend on you and your clients. Prices may change for future seasons; we announce changes in your dashboard before they apply.