TaxFormify Pricing
Starter $79 USD/month, Professional $199 USD/month, Business $399 USD/month. Billed month to month with no annual contract. Annual billing saves 20%. 14-day free trial, no credit card required.
Starter ($79 USD/month): 1 team seat, 10 active forms, 2,000 signatures per year, up to 2,000 clients, 2,000 bulk emails per month.
Professional ($199 USD/month): 3 team seats, 30 active forms, 3,500 signatures per year, up to 3,000 clients, 4,000 bulk emails per month.
Business ($399 USD/month): 5 team seats, 50 active forms, 5,000 signatures per year, up to 5,000 clients, 6,000 bulk emails per month.
Enterprise: custom pricing for larger firms. Contact sales.
There are no per-user fees on any plan. Team seats are included in the plan price rather than billed per head. Billing is month to month; you can cancel at any time.
All prices are in US dollars and exclude sales tax. US firms are billed in US dollars; Canadian firms are billed in Canadian dollars (Starter $109 CAD/month). Applicable sales tax is added at checkout: GST/HST, plus QST, PST or RST where your province applies it to software subscriptions, for Canadian firms, and state or local sales tax where your US state taxes software subscriptions. The checkout total will be higher than the figures above.
Frequently asked questions
Is there a free trial?
Yes. 14 days, no credit card, with limits similar to our Professional plan. Nothing is billed unless you choose a plan afterwards.
Am I locked into a contract?
No. Every plan is month-to-month with no annual contract and no setup fee. Cancel from your account settings; your data stays exportable for 90 days after.
Do team seats cost extra?
No. Seats are included in the plan price: 1, 3 or 5 depending on the plan, and never billed per head.
What happens if I exceed a plan limit?
We tell you as you approach it, and you can move up a plan at any time. If you are already on Business, contact us for a custom plan. We never cut a firm off mid-season without warning.
Which currency and taxes apply?
All prices are in US dollars and exclude sales tax. US firms are billed in US dollars; Canadian firms are billed in Canadian dollars (Starter $109 CAD/month). Applicable sales tax is added at checkout: GST/HST, plus QST, PST or RST where your province applies it to software subscriptions, for Canadian firms, and state or local sales tax where your US state taxes software subscriptions. The checkout total will be higher than the figures above.
Do my clients need an account?
No. Clients receive a secure link by email and complete forms on any device. Progress saves automatically, so they can finish in more than one sitting.