Pricing
Pricing that scales with your practice
Every tier includes the full TaxBook research surface — IRC, 26 CFR, court opinions, IRS guidance, and legislative history. All plans support bringing your own AI account so you keep control of model spend and data governance.
Common questions
- What does “bring your own AI” mean?
- TaxBook calls Claude, GPT-4, or your chosen model using your API key. Your prompts and responses never pass through our shared inference quota, never train a shared model, and stay subject to your existing AI vendor agreement. See the Security page for the full architecture.
- Is there an annual discount?
- Solo and Team tiers receive a 20% discount when billed annually. Firm contracts are negotiated annually with volume pricing.
- Can I try TaxBook first?
- Yes. The Solo plan includes a 14-day trial — no card required. For Team and Firm evaluations, book a demo and we’ll set up a 30-day pilot for your group.
- Do you support enterprise security reviews?
- The Firm tier includes white-glove support for security questionnaires, SOC 2 reports, MSAs, BAAs, and DPAs. We’ll work with your IT and legal teams on data residency and named-subprocessor review.
Still deciding?
A 20-minute walkthrough usually answers what a pricing table can’t. Pick a slot and we’ll show TaxBook against the research workflow you actually run.