Plans that grow with your firm
14-day free trial on every plan. No credit card. Cancel anytime. Yearly billing saves 17% — two months free.
Pay for the size of your practice — nothing else
No installation fees, no "contact us for pricing" games, no per-feature surprises. Every plan is the full Tax Pilot platform — what changes is simply how many people, clients and gigabytes your practice needs. Start on the 14-day trial with everything unlocked, then pick the size that fits; upgrade or downgrade any time as your firm grows.
Days free, everything on
The trial runs the full Business plan — no card, no commitment, your data kept safe for 60 days after.
Saved on yearly billing
Pay for ten months, use twelve. Monthly stays available if you prefer the flexibility.
Lock-in, ever
Cancel from your dashboard in two clicks and export your data — your clients are yours, not ours.
Starter
- 1 user · 250 clients
- 5 GB secure document storage
- Synced — Web, iOS & Android
- CRM, Cases, Tasks & Calendar
- FBR compliance calendar & reminders
Professional
- 3 users · 1,000 clients
- 10 GB secure document storage
- Everything in Starter
- Client Portal & messaging
- Billing & invoicing
- WhatsApp + SMS reminders
Business
- 10 users · unlimited clients
- 25 GB secure document storage
- Everything in Professional
- AI Assistant (5,000 credits/mo)
- Workflow automation
- Reports, analytics & priority support
Enterprise
- Unlimited users & storage
- Custom domain & full branding
- API access & integrations
- Dedicated account manager
- On-site training & migration
What you get no matter the size
The platform is the platform — Starter firms get the same engineering as Business firms.
