Pricing
Priced per practice. Not per return.
Up to 200 client files a year. Self-serve, no setup fee — optional Guided Setup, waived if you bill annually.
Request early accessUp to 600 client files a year, plus the taxpayer vault and custom field mappings.
Request early accessUp to 2,000 client files a year, bulk upload, Guided Setup included, and a named account contact.
Request early accessCustom capacity, scoped to your volume. Dedicated account team and a service level in the contract.
Talk to usIncluded in every plan
- Unlimited users on the account
- Unlimited AI extraction within your included capacity
- Confidence scores and source links on every field
- The green-light review loop
- The unmatched-document queue
- One versioned canonical return per taxpayer and year
- Australian data residency
- TFN and lodgement-software token encryption
Compare plans in detail
| Feature | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Included capacity | 200 client files/yr | 600 client files/yr | 2,000 client files/yr | Scoped to your volume |
| Users | Unlimited | Unlimited | Unlimited | Unlimited |
| Document intake and AI extraction | ✓ | ✓ | ✓ | ✓ |
| Confidence scores and source links | ✓ | ✓ | ✓ | ✓ |
| The green-light review loop | ✓ | ✓ | ✓ | ✓ |
| Unmatched-document queue | ✓ | ✓ | ✓ | ✓ |
| One versioned canonical return | ✓ | ✓ | ✓ | ✓ |
| Push to lodgement software and lodge | ✓ | ✓ | ✓ | ✓ |
| Taxpayer vault | — | ✓ | ✓ | ✓ |
| Custom field mappings | — | ✓ | ✓ | ✓ |
| Bulk document upload | — | — | ✓ | ✓ |
| Capacity beyond your plan | Pre-purchased pack | Pre-purchased pack | Pre-purchased pack | Custom |
| Support | Next business day | Named account contact | Dedicated account team | |
| Onboarding | Self-serve, optional Guided Setup | Self-serve, optional Guided Setup | Guided Setup included | Scoped with the engagement |
| Service level | — | — | Optional | Included |
| Data residency | Australia | Australia | Australia | Australia |
- Pricing shown is indicative and not final. We confirm your plan and price with you before anything starts.
- Monthly billing is the default. Annual billing saves about 17%, which is two months free.
- Extra capacity is a pre-purchased annual pack, not a per-file surprise charge: Small US$600, Medium US$1,500, Large US$3,500, Enterprise custom.
- Guided Setup is optional on Starter and Professional, included on Business, and waived on annual billing. It is never a condition of starting.
- You are never billed for models, tokens, compute, OCR pages or API calls. GST, where it applies, is confirmed when you start.
Two ways to do better than list price
Monthly billing is the default, so nothing here asks you to commit on day one. The exception, in exchange for a twelve-month term on annual billing and letting us name you as a reference firm:
- 25% off standard pricing for twelve months
- Three days of free access on your own client work
- Access to the first usable release, before general availability
- A direct line to the team building it
Applies to the subscription only, never to extra capacity, and does not stack with the standard annual discount. Firm 251 pays list.
Discounts against annual licence commitments, for groups bringing several practices onto TaxPilot together.
| 1–20 licences | 15% off |
| 21–75 licences | 20% off |
| 76–200 licences | 25% off |
| 200+ licences | Negotiated |
Every discount buys a stated commitment — a term, a volume, or reference status — rather than being given because it was asked for.
Need something beyond the standard plans?
Every plan runs on its own from day one. If you want TaxPilot woven more tightly into the systems you already run, our team scopes that as its own engagement and quotes it separately — one relationship for the software and the work around it.
- Implementation and onboarding
- Data migration
- Enterprise integrations
- Custom field mappings
- Business rule configuration
- Custom reporting
- Training
- Dedicated customer success
What is the keying costing your practice?
Deliberately simple, and deliberately conservative: staff time only. Treat it as the floor of the number rather than the number.
on the numbers above
Hours only. It counts no rework, no amendments, and nothing lost to a deadline you missed.
About the pricing
Launching November 1.
Private Early Access. See TaxPilot on your own documents before you commit to anything.
The first 250 paying firms receive 25% Founder pricing.