TaxSQR pricing: license the software, or hand us the returns.
There are two ways to pay us. License the platform per seat and run your practice on it, or pay per return and have our enrolled agents prepare the work for you. Plenty of firms do both. Their staff handle the routine returns on the software, and the overflow comes to us when the client who always sends documents on 10 April does it again.
Per‑seat platform.
- ✓1 preparer · 1 reviewer
- ✓Up to 200 taxpayers on file
- ✓Full pipeline kanban
- ✓AI prior-year extract · 50 / mo
- ✓Taxpayer portal, mobile app & document vault
- ✓TOTP MFA · audit log
- —SAML / SSO
- ✓Everything in The Desk
- ✓5 to 25 seats · all seven roles
- ✓Unlimited taxpayers on file
- ✓Unlimited AI extracts · ~6s each
- ✓Weighted forecast & firm dashboard
- ✓SSE-KMS · dedicated AWS KMS key
- ✓Priority support · 4-hour response
- —SAML / SSO & SCIM
- ✓Everything in The Practice
- ✓25 + seats · multi-office
- ✓SAML / SSO & SCIM provisioning
- ✓Branded portal at clientportal.yourfirm.com
- ✓Dedicated environment
- ✓SOC 2 evidence pack & DPA
- ✓White-glove migration from your current stack
Per-return services.
- ✓Form 1040 · single or MFJ
- ✓Up to two W-2s · one state
- ✓Standard or itemized deductions
- ✓Signed by an enrolled agent
- ✓In-portal review & audit trail
- —Foreign income forms
- —Equity comp · K-1s
- ✓Everything in Essential
- ✓Form 2555 · FEIE
- ✓Form 1116 · foreign tax credits
- ✓FBAR (FinCEN 114) filing
- ✓Form 8938 (FATCA) included
- ✓Streamlined filings supported
- ✓Multi-state allocation
- ✓Everything in Expat
- ✓Equity comp · RSU / ISO / ESPP
- ✓K-1s · partnerships, S-corps, trusts
- ✓Form 8621 · PFIC reporting
- ✓Multiple foreign jurisdictions
- ✓Dedicated EA · 24-hour SLA
Every platform plan comes with unlimited taxpayer portal accounts, e-sign on engagement letters, SSE-KMS encryption at rest and an append-only audit log. We never charge a per-return fee on the software, however many returns you push through it. On the service side the per-return price is the whole price, covering federal and state e-file plus any amendment we make within 30 days.
Not sure which one you need?
If your problem is that the team spends March chasing documents across email and three different drives, look at the software. If it’s that you simply have more returns than people, read how the desk works. Or book a 30-minute walkthrough, tell us how your season actually runs, and we’ll tell you which one we’d pick in your shoes.