Get in now. Lock your price.
Four tiers, one product.
The price goes up every season. The product doesn't change. Buy early and lock in your rate before the January 2027 Standard price.
Founder
Billed annually · $190/yr
Limited to 15 seats. Lifetime price lock. Includes a 30-minute onboarding call with the founder.
Availability: Available through Jun 30, 2026 — or until 15 seats sell, whichever comes first.
Lock: Lifetime price lock
Messaging: WhatsApp +$15/mo · SMS +$9/mo (add-on)
Early Adopter
Billed annually · $290/yr
Open summer 2026. Lock today's price for 12 months before peak-season pricing kicks in.
Availability: Jul 1 – Sep 30, 2026.
Lock: 12-month price lock
Messaging: WhatsApp +$15/mo · SMS +$9/mo (add-on)
Pre-Season
Billed annually · $490/yr
Last window to lock in below Standard before the Jan 2027 season rate. WhatsApp + SMS included.
Availability: Oct 1 – Dec 31, 2026.
Lock: 12-month price lock
Messaging: WhatsApp + SMS included
Standard
Billed annually · $690/yr
Ongoing rate from Jan 2027. WhatsApp + SMS included at no additional cost.
Availability: From Jan 1, 2027 onward.
Lock: 12-month price lock on annual
Messaging: WhatsApp + SMS included
Annual: pay 10 months, get 12 · Unlimited clients and submissions · 30-day money-back guarantee
We don't gate features to force upgrades
The difference between tiers is price, price lock, and whether WhatsApp + SMS are bundled. The app itself is identical.
- Bilingual intake portal (English & Spanish)
- Document upload & client packet
- Save-and-resume for clients
- Lite CRM — records, notes, tags, status
- Bilingual email templates
- Typed-name e-signature + audit certificate (non-8879 docs)
- Delivery panel with Google review CTA
- Workflow pipeline — 4 stages
- Missing-document tracker — see gaps at a glance
- Cal.com scheduling embed
- OCR scans + AI document summaries
- PDF merge, split & page reorder
- Form 8867 core support (§7216 text under legal review)
- Per-preparer PTIN credentials
- Preparer assignment UI
- TOTP MFA, RLS tenant isolation, encryption at rest and in transit
- 1 workspace
Pay only for what you need
Add-ons cost the same at every tier. WhatsApp and SMS are included from Pre-Season onward.
| Add-on | Price |
|---|---|
| WhatsApp Business API | $15/mo |
| SMS reminders (Twilio) | $9/mo |
| Extra preparer seat | $29/user/mo |
| 8879 document-based e-signature | $2.99/sig |
Replace your entire stack — for less than one piece of it
The average small tax preparer office pays $105–$198/month across Adobe, DocuSign, a CRM, and email tools — in English only. Intaxion starts at $19/mo (Founder tier) and replaces all of it, in English and Spanish, at one fixed price.
| Tool | Cost | |
|---|---|---|
| Adobe Acrobat | $15–23/mo | |
| DocuSign | $25–45/mo | |
| CRM (Zoho, HubSpot, etc.) | $20–50/mo | |
| Email tool (Mailchimp, etc.) | $15–30/mo | |
| Translation / bilingual support | $30–50/mo | |
| Total (typical office) | $105–$198/mo | |
| ✓Intaxion — replaces all of the above + adds bilingual | from $19/mo | |
Frequently asked questions
Ready to replace your stack?
Start today at $19/mo with the Founder tier. 30-day money-back guarantee, no contracts.
Founder tier limited to 15 seats · Lifetime price lock