Pricing

See the whole picture before you pay.

The free plan sorts your first 500 documents and shows the map and the checkup. Paid plans read everything in full and keep it that way.

Free

$0

See what you have and what is wrong with it before paying anything.

  • Import and sort up to 500 documents with the full map and checkup
  • 25 documents read in full
  • One family, one member
  • Email-in address and camera capture
Get early access

Family

$12a month, or $119 a year

The household, and a parent's if you help with theirs.

  • Everything in Personal
  • Up to 6 members
  • More than one family
  • Invite a CPA, attorney or agent to one family
  • Emergency and legacy access
Get early access

Business

$24a month, or $239 a year

For the business you run, alongside the family.

  • Everything in Family
  • Business spaces with their own checkup
  • Receipts by Schedule C line
  • W-9s collected, 1099 prep list
  • Year-end package to the CPA, with upload-only return
  • 250 GB
Get early access

Plan names follow what they unlock: the Family plan is the one for a family, the Business plan is the one that unlocks businesses. Early access is by invitation; billing switches on at launch.

Questions

Why is the free plan so generous on sorting?

Because the map and the checkup are the moment you decide whether this is worth paying for. A visitor should see the full picture of what they have and what is wrong with it first. Sorting a thousand documents costs us about twelve dollars; that is a fair price for the demo.

What counts as "read in full"?

The deep pass: every fact, every date, obligations with solutions, and indexing for Ask. Sorting (the triage pass) captures what a document is, who it concerns and when, which is enough for the map and the checkup.

Are these prices final?

They are the early-access prices and the ones we plan to launch with. Anyone who starts on a plan during early access keeps that price for a year after launch.

Can I export and leave?

Any time, on any plan, including free. Originals in a folder tree with your facts alongside.

Point it at the pile and walk away.

Early access is open to a small group of households and owner-run businesses. Tell us a little about your paper and we will send an invitation.