Pricing
Individual / Self-Preparer Plans
Save 17% on Annual Subscriptions!
Starter
Free Trial
$0/month
- 1 Year
- Unlimited Docs
- 1 User
- Account Share
AI Tax Assistant
Use TaxFile for 1 Tax Year only then upgrade to one of our other offerings.
Basic
$4.99/month
Paid Annually ($50/year)
- 3 Years
- Unlimited Docs
- 1 User
- Account Share
- AI Tax Assistant
- E-Signature
Use to meet the Minimum Record Retention and Period of Limitation Requirements
Essential
$9.99/month
Paid Annually ($100/year)
- 7 Years
- Unlimited Docs
- 1 User
- Account Share
- AI Tax Assistant
- E-Signature
Use to meet the Extended Record Retention and Period of Limitations Requirements
Premium
$14.99/month
Paid Annually ($150/year)
- 10 Years
- Unlimited Docs
- 1 User
- Account Share
- AI Tax Assistant
- E-Signature
Use to store tax documents past the Extended Record Retention and Period of Limitation Requirements till up to 10 Years!
Not sure which plan fits? Call or text Eric directly at (517) 490-0816 or schedule a free 15-minute walkthrough.
About
TaxFile is a cloud-based platform designed specifically for tax preparers and taxpayers to share and store tax documents in a secure environment that meets FTC and IRS requirements for safeguarding taxpayer data and document retention.
Questions
Contact us for any questions regarding features or pricing.