Pricing

Three prices. No math.

Every pack is priced by its level, and nothing else. One-time purchase, no seat licenses, no per-client fees, no subscription. Twelve months of updates included with every pack.

Starter

$39 / pack

No accounting background needed. Guided step-by-step.

  • Assumes nothing — every step explained
  • Chart of accounts, categorization, dashboards
  • All templates and reference files
  • Setup guide for Claude and ChatGPT
  • 12 months of updates
See Starter packs
Coming soon

Advanced

$119 / pack

For complex entities and people who do this for a living.

  • Entity return review, industry books, cleanup
  • Multi-hour professional procedures, encoded
  • All templates and reference files
  • Setup guide for Claude and ChatGPT
  • 12 months of updates
Preview what's coming

Not sure which level you are? Start one level lower than you think. Outgrowing a pack costs you nothing — a pack that assumed too much leaves you with a half-finished mess to untangle.

Why updates matter

Tax law moves and AI platforms move, and a pack that was correct in one year can be wrong in the next. When rules change, or when Claude or ChatGPT changes how they handle files and projects, we revise the affected packs and you get the new version.

Every pack carries a version number and a changelog so you can see exactly what changed and when. After twelve months, what you own keeps working — you just stop receiving revisions unless you renew.

Refunds. These are instant-download digital files, so we can't offer a no-questions return once the pack is delivered. If a pack doesn't do what this page said it does, tell us and we'll make it right — replacement, credit, or refund. Full refund policy.

Not sure where to start?

Most people start with one pack for the thing costing them the most time — usually month-end close or quarterly estimates.

Browse the catalog