Organizer
Free
Personal tax-year evidence projects with private storage and package export.
- Up to 2 active projects
- 100 documents per project
- 2 shares per project
- Professional sharing
Pricing
Start free. Upgrade when your volume requires it.
The Organizer plan is available today. Professional and Practice tiers are documented pricing hypotheses — Stripe checkout requires owner configuration before paid plans go live.
Available now
Professional
$29/mo
Higher limits for self-employed professionals and small businesses. Stripe checkout requires owner configuration.
- Up to 20 active projects
- 1,000 documents per project
- 25 shares per project
- Professional sharing
- Priority support
Practice
$99/mo
For bookkeepers and tax professionals collaborating with clients. Requires billing approval before launch.
- Up to 200 active projects
- 5,000 documents per project
- 200 shares per project
- Professional sharing
- Priority support
Paid plans listed as hypothesis for approval are not yet available for purchase. When billing is enabled, checkout will be handled through Stripe after the project owner completes configuration.
Documentary coverage labels describe linked records only. They do not certify deductibility, legal sufficiency, IRS approval, or audit outcomes.