Intaxion
2026 launch pricing

Lock your rate before tax season.

Same core product on every launch window. Earlier offices get a lower locked rate because founder onboarding capacity is limited.

15 founder offices

Founder

$190/year

Annual only

Equivalent to $15.83/mo, billed annually.

Limited to 15 founder offices. Lifetime base-price lock. Includes a 30-minute onboarding call with the founder.

Availability: Available through Jun 30, 2026 — or until 15 founder offices sell, whichever comes first.

Lock: Lifetime base-price lock

Messaging: WhatsApp + SMS available as add-ons

Lifetime lock applies to the base workspace subscription. Pass-through usage such as SMS, WhatsApp, identity verification, high-volume OCR, AI, and storage may be billed separately.

Join Founder Program — $190/yearBook 15-min demo

Early Adopter

$24.17/mo

Billed annually · $290/year

Open summer 2026. Lock the early rate for 12 months before pre-season pricing begins.

Availability: Jul 1 – Sep 30, 2026.

Lock: 12-month base-price lock

Messaging: WhatsApp + SMS available as add-ons

Start now

Pre-Season

$40.83/mo

Billed annually · $490/year

Last window to lock in below the January 2027 Standard rate.

Availability: Oct 1 – Dec 31, 2026.

Lock: 12-month base-price lock

Messaging: Messaging allowance included

Start now

Standard

$57.5/mo

Billed annually · $690/year

Ongoing public rate from Jan 2027.

Availability: From Jan 1, 2027 onward.

Lock: 12-month base-price lock on annual plans

Messaging: Messaging allowance included

Start now

Annual: pay 10 months, get 12 · Unlimited clients and submissions subject to reasonable-use limits · 30-day refund window: cancel within the first 30 days of paid subscription for a full refund (one per workspace, lifetime)

Unlimited clients and submissions are subject to reasonable-use limits for storage, OCR, AI summaries, SMS, WhatsApp, identity verification, and other pass-through or high-volume services.

Launch windows

Same core product on every launch window

The difference between launch windows is price, base-price lock, messaging allowance, and founder onboarding availability.

  • Bilingual intake portal — English and Spanish
  • Document upload and client packet
  • Save-and-resume for clients
  • Missing-document tracker
  • Preparer review workflow
  • Lite CRM — client records, notes, tags, and status
  • Bilingual email templates
  • Typed-name e-signature with audit certificate for non-8879 documents
  • Delivery panel with Google review CTA
  • Workflow pipeline
  • Cal.com scheduling embed
  • OCR scans and AI document summaries
  • PDF merge, split, and page reorder
  • Form 8867 support
  • Section 7216 consent capture
  • Per-preparer PTIN credentials
  • Preparer assignment UI
  • TOTP MFA
  • Tenant isolation
  • Encryption at rest and in transit
  • 1 workspace
  • 1 included preparer seat
Variable usage

Add-ons and pass-through usage

Add-ons cost the same across launch windows. Pre-Season and Standard include a messaging allowance. Founder and Early Adopter can add messaging when needed.

Add-onPrice
WhatsApp Business connection

Included in Pre-Season and Standard messaging allowance. Available as an add-on for Founder and Early Adopter. Provider or template fees may be passed through where applicable.

$15/mo add-on
SMS reminders

500 SMS/month included in the messaging allowance. Extra SMS billed at $0.04/SMS.

$9/mo add-on
Extra preparer seat

First preparer seat is included in every base workspace.

$29/user/mo
8879 signature workflow

Coming soon. ITIN-aware workflow with handwritten-signature fallback, document return tracking, audit evidence, and retention support. Final availability and pricing subject to compliance review.

Pay-as-you-go / TBD
WISP support

Need a WISP before you adopt software?

Start with the compliance pack, then apply the credit toward Founder if you upgrade within 30 days.

WISP Compliance Pack

$79/one-time

Includes

  • Written Information Security Program template
  • Annual review checklist
  • Vendor and subprocessor register
  • Incident-response checklist
  • Staff security acknowledgment
  • Client-data handling checklist
  • Section 7216 AI/OCR consent checklist
  • Form 8867 due-diligence evidence checklist
Buy WISP Pack — $79

Done-With-You WISP Setup

$249/one-time

Includes

  • Everything in the WISP Compliance Pack
  • 60-minute setup call
  • Firm-specific security gap review
  • Action list for next steps
  • Founder-led walkthrough
Book WISP Setup — $249

Founder Bundle

$249/year

Includes

  • Founder annual workspace
  • WISP Compliance Pack
  • 30-minute onboarding call
  • $79 WISP credit already applied
Join Founder Bundle — $249
The intake stack

Replace your intake stack — not your tax software

Keep your existing tax software. Use Intaxion before and after preparation: intake, document collection, missing-document follow-up, consent capture, review workflow, delivery, and compliance evidence.

Separate toolTypical role
PDF editorMerge, split, organize, and send client documents
E-sign toolSign engagement letters, consents, and non-8879 documents
CRM or spreadsheetTrack clients, status, notes, and follow-up
Email/text remindersChase missing documents
Translation workflowSupport English- and Spanish-speaking clients
Compliance templatesWISP, 7216 consent, 8867 due-diligence evidence

Intaxion brings these intake and compliance workflows into one bilingual workspace.

Frequently asked questions

Founder is limited to 15 founder offices. It is annual-only at $190/year and includes a lifetime base-price lock plus a 30-minute onboarding call with the founder. The lock applies to the base workspace subscription. Variable-cost services such as SMS, WhatsApp, identity verification, high-volume OCR, AI, and storage may be billed separately.

Lock your rate before tax season.

Start with Founder annual or buy the WISP pack if you need to get compliance organized first.

Join Founder Program — $190/yearBuy WISP Pack — $79