Plan Comparison
- Free Plan
- Pro Plan
Included for all users at no cost:
| Feature | Details |
|---|---|
| Assignments | Unlimited assignments with contract scanning |
| Expenses | Full expense tracking, receipt scanning, CSV import |
| Mileage | Trip logging with IRS rate calculations |
| Tax Home | Setup, document uploads, cost tracking |
| Credentials | License and certification tracking with expiry alerts |
| Income Documents | W-2/1099 vault with agency checklist |
| Notifications | 10 alert types with email digest |
| Dashboard | Audit readiness score, action items, visit tracker |
| Tax Home Analysis | Cost-benefit analysis (tax home vs. itinerant) |
| Assignment Profitability | Per-assignment net profit breakdown |
Upgrading to Pro
- Navigate to any Pro-gated feature (Tax Estimate, State Income, Compare, or Export)
- You’ll see an upgrade prompt with a Subscribe button
- Clicking Subscribe redirects to a secure Stripe Checkout page
- Complete payment to activate Pro immediately
Managing Your Subscription
Pro subscribers can manage their subscription through the Stripe Customer Portal:- Go to Profile
- Click Manage Subscription
- You’ll be redirected to the Stripe portal where you can:
- Update payment method
- View billing history
- Cancel your subscription
If you cancel, you’ll retain Pro access until the end of your current billing period. After that, Pro features will show the upgrade prompt again, but all your data is preserved.
API Billing Endpoints
If you’re integrating programmatically:- Create Checkout Session — Generate a Stripe Checkout URL
- Create Portal Session — Generate a Stripe Customer Portal URL