Stop Risking a $32,500 IRS Penalty. Start Using TaxFile.
IRS and FTC compliant out of the box — no complicated setup, no IT department required.
Your clients get a free document portal. They share. You store. You're covered.
Pricing
Tax Preparer Plans
*Note: If your business size is outside the scope of the plans listed, please contact us as we may be able to design a custom plan to fit your business needs to serve all your clients.
Trial
Access
No Cost
$0/month
For 1 year
1 Year
1 Admin
1 Users
15 Clients
AI Tax Assistant
E-Signature
Payment Link
Client portal
Try it with real clients. No catch.
Small
Office
$35/month
Paid Annually only $29/month
1 Admin
2 Total Preparers
Unlimited Clients
AI Tax Assistant
E-Signature
Payment Link
Client portal
3 years
Document Retention
Everything a solo preparer needs. Nothing you don't.
Small
Business
$35/month
Paid Annually only $29/month
1 Admin
5 Total Preparers
Unlimited Clients
AI Tax Assistant
E-Signature
Payment Link
Client portal
7 years
Document Retention
Built for growing offices. Priced like you're still small.
Mid-Size Business
$117/month
Paid Annually only $99/month
1 Admin
12 Total Preparers
Unlimited Clients
AI Tax Assistant
E-Signature
Payment Link
Client portal
10 years
Document Retention
Maximum retention. Minimum cost.
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.