Simple Credit-Based Pricing

Pay only for the cases you prepare

Start with 5 free cases. Then pay as you go at $2.99/case or save up to 64% with bundles.

5 free cases to start - no credit card required

Free Trial

Try before you buy

5 Free Cases
$0to start
  • 5 case credits included
  • All features unlocked
  • No credit card required
  • No expiration

Pay As You Go

No commitment, pay per case

Flexible
$2.99per case
  • Buy cases as needed
  • No subscription required
  • All features included
  • Credits never expire
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Save More with Bundles

Buy in bulk and save up to 64% compared to pay-as-you-go

Starter

100 cases

$199
$1.99/case • Save 33%
  • 100 case credits
  • All features included
  • Credits never expire
  • Email support
Most Popular

Growth

300 cases

$449
$1.50/case • Save 50%
  • 300 case credits
  • All features included
  • Credits never expire
  • Priority support

Pro

600 cases

$799
$1.33/case • Save 55%
  • 600 case credits
  • All features included
  • Credits never expire
  • Email support

Business

1,200 cases

$1299
$1.08/case • Save 64%
  • 1,200 case credits
  • All features included
  • Credits never expire
  • Email support

Every Case Credit Includes

AI-powered document extraction
Client portal access
Drake Tax export
Lacerte export
ProSeries export
Smart review flags
Automatic client questions
Year-over-year comparison
Secure document storage
Email notifications

Pricing FAQ

What counts as a 'case'?

A case is one tax return for one client. If a client has multiple years to file, each year counts as a separate case. You can upload unlimited documents per case.

Do I get free cases to try?

Yes! Every new account gets 5 free case credits to try TaxFly AI. No credit card required to start.

What is the Founding Member offer?

The Founding Member Special is a limited-time offer for our first 100 users. You get the Growth Bundle (300 cases) for just $299 instead of $449 — that's only $1.00/case, a 67% discount! Once claimed, you lock in this rate. When all 100 spots are claimed, the offer disappears.

What's the difference between PAYG and bundles?

Pay As You Go charges $2.99 per case with no commitment. Bundles give you more cases at a lower per-case rate - up to 64% savings with the Business bundle.

Do credits expire?

No! All credits (free, PAYG, and bundle) never expire. Use them whenever you need them.

Can I buy more credits anytime?

Absolutely! Buy additional PAYG credits or another bundle whenever you need more. Credits stack.

What's included with every case?

Full AI-powered document extraction, client portal access, tax software export (Drake, Lacerte, ProSeries), review flags, and client questions - all features are included with every case credit.

Is there a refund policy?

We offer a 30-day money-back guarantee on unused credits. If you're not satisfied, contact us for a full refund.

Ready to save 20+ hours every week?

Start with 5 free cases. No credit card required.