Tax advisor plans: Solo, Team and Agency

The tax advisor plans are the full business workspace plus the Taxes module. The module is for managing other people's tax affairs, not only your own.

Everything else is the same as in the business plan of the same size: accounting, invoicing, CRM, projects and the app.

The three plans

• Solo — 59 USD per month or 590 USD per year.
• Team — 89 USD per month or 890 USD per year. It adds AI Inbox, Auto Social Media Posts and the Postbox.
• Agency — 129 USD per month or 1,290 USD per year. It adds AI Studio.

Every plan starts with a trial of 30 days. Every plan includes 1 login (Admin), and each additional employee costs 29 USD per month. The sizes are in Plan limits compared.

Tax clients

• Each plan includes 1 tax client.
• Each additional tax client costs 9 USD per year.
• Your tax clients use the client portal, in the web and in the app, free of charge.
• A tax client who has their own IDup plan costs you nothing.

How to add them is in Manage tax clients.

What the Taxes module adds

• Overview — where every client stands and what is due.
• Clients — your tax clients, each with a file.
• Tax returns — the returns in progress and the completed ones.
• Country profiles — the rules per country.