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#Tax Advisor Pricing

Flexible Pricing Plans for
Every Tax Advisor Need

Whether you’re a growing startup or an established enterprise, our pricing plans are designed to scale with you no hidden fees, just the tools you need to succeed.

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Simple prices. Everything for your tax practice.

Solo

Everything you need to run your business.

59.00 USD / month

Cancel monthly

708.00 USD

590.00 USD / year

billed yearly (2 months free)

You save 118.00 USD

590.00 USD / year · billed yearly (2 months free)

  • Included: 1 company with 1 login (Admin)
  • App for company, staff & customers – included
  • Tax module incl. 1 tax client
  • CRM, quotes, invoices, QR-bill, accounting, projects, time tracking, customer portal, app, 30 languages
  • Properties, rent payments, tenant list, search profiles
  • Storage: 10 GB
  • Customers: 150
  • Additional employee: 29.00 USD / month
  • Additional tax client: 9.00 USD / year
Get started – Solo

Trial period: 30 days

Recommended

Team

Adds AI Inbox, Auto Social Media Posts and the Postbox.

89.00 USD / month

Cancel monthly

1'068.00 USD

890.00 USD / year

billed yearly (2 months free)

You save 178.00 USD

890.00 USD / year · billed yearly (2 months free)

Everything in Solo, plus:

  • Included: 1 company with 1 login (Admin)
  • App for company, staff & customers – included
  • Tax module incl. 1 tax client
  • AI Inbox
  • Auto Social Media Posts
  • Postbox (digital mailbox)
  • Storage: 20 GB
  • Additional employee: 29.00 USD / month
  • Additional tax client: 9.00 USD / year
Get started – Team

Trial period: 30 days

Agency

Adds AI Studio: chatbots, shop and appointments via chatbot.

129.00 USD / month

Cancel monthly

1'548.00 USD

1'290.00 USD / year

billed yearly (2 months free)

You save 258.00 USD

1'290.00 USD / year · billed yearly (2 months free)

Everything in Team, plus:

  • Included: 1 company with 1 login (Admin)
  • App for company, staff & customers – included
  • Tax module incl. 1 tax client
  • AI Studio (chatbots, shop, appointments via chatbot)
  • Storage: 30 GB
  • Customers: 450
  • Contacts: 6'000
  • Additional employee: 29.00 USD / month
  • Additional company: 39.00 USD / month
  • Additional tax client: 9.00 USD / year
Get started – Agency

Trial period: 30 days

For large teams

Custom

From about 20 employees, multiple companies, property managers and fiduciary firms.

On request
  • Everything in Agency
  • Dedicated contact person
  • Set-up & data transfer
  • Training for your team
  • Individual agreements
Book a call – Custom

Compare plans

All features by plan. Open a group to see every line.

Price, logins & main features
Price, logins & main features
FeatureSoloTeamAgency
Yearly
2 months free		590.00 USD / year890.00 USD / year1'290.00 USD / year
Included1 company with 1 login (Admin)1 company with 1 login (Admin)1 company with 1 login (Admin)
Additional employee29.00 USD / month29.00 USD / month29.00 USD / month
Additional company––39.00 USD / month
Tax module (tax clients, deadlines, tax returns)Incl. 1 tax clientIncl. 1 tax clientIncl. 1 tax client
Additional tax client9.00 USD / year9.00 USD / year9.00 USD / year
CRM, quotes, invoices, QR-bill, accounting, projects, time tracking, customer portal, app, 30 languages
Properties, rent payments, tenant list, search profiles
AI Inbox–
Auto Social Media Posts–
Postbox (digital mailbox)–
AI Studio (chatbots, shop, appointments via chatbot)––
Tax module & tax clients
Tax module & tax clients
FeatureSoloTeamAgency
Client portal for your tax clients, web + app (upload receipts, documents, reports)FreeFreeFree
Tax client with its own IDup plan0.00 USD0.00 USD0.00 USD
Included permanently
Included permanently
FeatureSoloTeamAgency
Storage10 GB20 GB30 GB
Customers150300450
Contacts2'0004'0006'000
Products & services1'0002'0003'000
Mailboxes
More mailboxes can be added at any time.		–11
Letters & documents
Additional letters can be added at any time, in blocks of 100.		–300450
Calendars
More calendars can be added at any time. Switched-off calendars do not count.		246
Included per month
Included per month
FeatureSoloTeamAgency
InvoicesUnlimitedUnlimitedUnlimited
Classic quotesUnlimitedUnlimitedUnlimited
Sales prospectsUnlimitedUnlimitedUnlimited
ContractsUnlimitedUnlimitedUnlimited
ProjectsUnlimitedUnlimitedUnlimited
TasksUnlimitedUnlimitedUnlimited
Support ticketsUnlimitedUnlimitedUnlimited
Receipt scans per month200400600
AI receipt recognitions per month50100150
Additional items & prices
Additional items & prices
FeatureSoloTeamAgency
Additional calendar per month8.00 USD / month6.00 USD / month4.00 USD / month
Additional 100 receipt scans3.00 USD3.00 USD3.00 USD
Additional 100 receipts with AI recognition10.00 USD10.00 USD10.00 USD
Additional chatbot per month––9.00 USD / month
Additional 1,000 chatbot replies––9.00 USD
Additional 100 AI images––5.00 USD
Additional 10 video minutes––3.00 USD
Accounting & finance
Accounting & finance
FeatureSoloTeamAgency
Accounting & bookkeeping
Account balances & budget planning
AI bookkeeping & receipt scan
Tax declaration
Wallet
Expense approval
Reports & analytics
Invoicing & payments
Invoicing & payments
FeatureSoloTeamAgency
Invoice designer
Swiss QR-bill
E-invoicing
Deposit invoices
Delivery notes
Subscriptions & recurring invoices
Online payment (Stripe, PayPal etc.)
Customers & sales
Customers & sales
FeatureSoloTeamAgency
Deals & sales pipeline
Follow-up of sales prospects
Rating of sales prospects
Receive leads from your own web form
Web forms
Sales agents & commissions
Affiliate program
Customer loyalty & memberships
Surveys & feedback
Client portal with one-time code
Marketing & newsletters
Marketing & newsletters
FeatureSoloTeamAgency
Marketing automation
Marketing planner
Newsletters
Email designer
SMS sending
Create landing pages with a builder
QR codes
Sales prospects from Facebook & Google
Tracking pixel & Google Analytics
Social media analytics
AI Studio, AI Inbox & social media
AI Studio, AI Inbox & social media
FeatureSoloTeamAgency
AI chatbot for website & WhatsApp––
AI Inbox: social inbox (WhatsApp, Facebook, Instagram, LinkedIn, YouTube, TikTok, Telegram)–
Auto Social Media Posts: social media agent (AI posts)–
Campaigns & marketing bot––
Automations––
Calendar & ticket system––
Online shop connection––
CRM integrations & API access––
Social accounts per platform–36
Chatbots––15
Chatbot replies per month––15'000
AI words per month––1'000'000
AI images per month––5'000
Video minutes per month––600
Shop connections––6
Projects, tasks & time
Projects, tasks & time
FeatureSoloTeamAgency
Projects (Kanban, roadmap, templates, files)
Tasks with status & signature
To-do lists
Goals & OKR
Time tracking & attendance
Workflow automation
Approvals
Notes & reminders
Team & HR
Team & HR
FeatureSoloTeamAgency
Human resources (HR)
Payroll
Personnel records
Recruitment
Resource booking
Workload planning
Advanced permissions
Password vault
Communication & app
Communication & app
FeatureSoloTeamAgency
Company app (iOS & Android): everything from the web, on the go
Staff app: chat, time tracking, appointments, tasks
Customer app, free for your customers: invoices, quotes, documents, chat directly with you
Company chat (staff & customers)
Team chat
Live chat
WhatsApp Business
Appointments & online booking
Meetings & Zoom
Telephony & call log
Digital mailbox (Postbox)–
Email inbox
Mobile app iOS & Android
Push notifications
Slack & Pushover alerts
Industry modules
Industry modules
FeatureSoloTeamAgency
Warehouse, purchasing & suppliers
Production & manufacturing
Logistics
Fleet management
Construction projects
Real estate
Workshop
Warranty
Trade jobs
Service & customer care
Assets & inventory
Online shop (IDup Shop, Shopify, WooCommerce)
Point of sale & sales channels
Security, knowledge & integrations
Security, knowledge & integrations
FeatureSoloTeamAgency
Two-factor sign-in
Face login
Social login
Document management
File sharing
Wiki & knowledge base
Video library
Whiteboard & mind map
Spreadsheets
API, GraphQL & webhooks
QuickBooks & Sage connection
Google Workspace
Data import
Translations
Own domain
Own PDF templates
Our promises
Our promises
FeatureSoloTeamAgency
Price guarantee during the yearly plan
Change plan anytime: upgrade immediately, remaining amount credited

Why IDup

Clear prices, no surprises.

Cancel monthly

No long-term contract. Stop at the end of any month.

2 months free with yearly billing

Pay for 10 months, use all 12. On every plan.

29.00 USD per extra employee

One flat price per additional login, the same in every plan.

Price guarantee

Your price stays the same for the whole yearly plan.

Change anytime

Upgrade immediately. The unused rest of your current plan is credited.

One app for everyone

Company, staff and customers message each other directly.

Frequently asked questions

Can I cancel at any time?

Yes. Every plan can be cancelled at any time and runs until the end of the period you have paid for. There is no cancellation fee.

How does the yearly plan work?

You pay for 10 months and use all 12: the yearly price is 10 times the monthly price, so 2 months are free. Additional employees and additional companies are always billed monthly.

Is my price guaranteed?

Yes. During a yearly plan your price stays the same, even if we change our prices.

Can I switch plans?

Yes, at any time. An upgrade starts immediately and the unused remainder of your current plan is credited to you.

What happens to my current logins and modules?

Nothing is taken away. Existing customers keep the logins and modules they have today, free of charge. Only additional logins cost 29.00 USD per month.

Is there a free trial?

Yes. Every plan starts with a free trial of 30 days. You only pay after the trial.

What does an additional tax client cost?

Your plan includes 1 tax client. Each additional tax client costs 9.00 USD per year. Your tax clients use the client portal (web + app) free of charge, and a client with its own IDup plan costs you nothing.

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