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Pricing

Honest pricing. Yearly saves ~17%.

No card to try Free. No surprise overages — credits roll over up to 2× your monthly grant. Switch tiers anytime; we pro-rate.

free

Try the calm — no card.

$0
  • Personal dashboard
  • Read /example sample data
  • Reminders & calendar
  • Magic-link or passkey sign-in
Companies: 1Bank links: —
Start free

solo

Most popular

Freelancer or sole proprietor.

$19.99/mo
or $199/yr · billed annually
  • Schedule C / 1099 forecast
  • Plaid bank sync (1 institution)
  • CSV imports (5 / month)
  • Ask Bella (Sonnet)
  • 400 AI credits / month
Companies: 1Bank links: 1
Choose solo

studio

Growing business, small team.

$49/mo
or $490/yr · billed annually
  • Up to 3 companies
  • Invite team (5 / company)
  • Plaid (3 institutions)
  • Team chat
  • Multi-state forecast
  • 1,500 AI credits / month
Companies: 3Bank links: 3
Choose studio

scale

Mid-market with bookkeeping needs.

$129/mo
or $1290/yr · billed annually
  • Up to 10 companies
  • Unlimited bank institutions
  • Unlimited CSV imports
  • Priority support
  • Audit support
  • White-label PDFs
  • API access
  • 5,000 AI credits / month
Companies: 10Bank links: Unlimited
Choose scale
Also available: Filer (W-2 only) and Practice (firms with 10+ clients).

filer

W-2 employee, single forecast.

$4.99/mo
or $49/yr · billed annually
  • Personal W-2 forecast
  • Ask Bella (Haiku)
  • 30 AI credits / month
  • Connect a tax preparer
Companies: —Bank links: —
Choose filer

practice

CPA / tax-prep firms.

$299/mo
or $2990/yr · billed annually
  • Unlimited companies
  • Preparer cockpit
  • White-label client portal
  • Per-client or per-seat billing
  • Priority + audit support
  • 15,000 AI credits / month
Companies: UnlimitedBank links: Unlimited
Choose practice

FAQ

Is there a free trial on paid tiers?
Yes — every paid tier ships with a 14-day trial. No credit card required to start. We send one reminder email three days before the trial converts. Cancel anytime from Billing & plan.
How does the credit grant work?
Each tier includes a monthly grant of AI credits (used by Bella, receipt OCR, document OCR, and bulk-categorize). Unused monthly credits roll over up to 2× the grant. Past that they evaporate on the next refresh, so you can't stockpile a year of unused credits then use them as a one- month burst. Top-up packs you buy never expire.
Can I buy more credits without upgrading?
Yes. Top-up packs are available on every paid tier and are capped at 3× your monthly grant per billing period — enough for a heavy month, not enough to operate at a higher tier on cheap credits.
What about state taxes?
Federal forecast is included on every paid tier. Multi-state (forecast with real bracket math across multiple state returns) unlocks at Studio and above.
Do you offer non-profit / student discounts?
Yes — 50% off Solo or Studio for verified 501(c)(3) non- profits and full-time students with a valid .edu address. Email contact@taxottic.com with proof and we'll set you up.
Is Taxottic a substitute for a CPA?
No. Taxottic provides tax forecasting and educational guidance — it is not a substitute for advice from a licensed CPA or tax attorney. When you need one, the “Find a tax preparer” feature connects you to vetted preparers; we never offer legal advice ourselves.