One firm license. Pay per request on top.
The firm license is $999/mo, month to month with no annual contract, and covers everyone in your firm. Requests are paid with credits: one credit is $25, every request states its cost before you submit it, and credits never expire.
What the license covers.
Starts with your first credit purchase, on one receipt. Cancel from Billing at the end of any month; your credits stay and never expire.
Create your firm accountUnlimited users
Every partner, manager and preparer in the firm works in one workspace. No seats, no per-user fee.
White-label client reports
Firm name, address, logo, color and disclaimer on every client report. CitedTax is not mentioned unless you turn that on.
The curation screen
You choose which findings reach the client report, mark what you confirmed, and the report is rebuilt from your choices.
Activity log and retention controls
Who uploaded, who downloaded, who approved; source PDFs deleted after extraction; retention you set.
Four sizes. The same credit in each.
Card or US bank account at checkout; an invoice is issued for every purchase. Prices in US dollars; Canadian and United Kingdom firms are billed in USD. No volume discounts: the 100-pack is the same $25 a credit as the starter.
Every request, its cost, and what comes back.
| Request | You provide | You receive | Turnaround | Credits |
|---|---|---|---|---|
| Return reviewsample | the return as one PDF per client (US 1040, 1041, 1120, 1120-S, 1065; Canada T1, T2 with the Alberta AT1; United Kingdom SA100, SA800, SA900, CT600) | working papers, an engineering paper with deadlines and interactions, and a client report under your firm's name | overnight for 1 credit, about thirty minutes for 2 | 1 overnight · 2 rush |
| Notice responsesample | the notice as a PDF (CP2000, CP14, penalty, state matching letter) and, if you have it, the return; a state notice runs under that state's law where CitedTax carries the stack (California, New York, New Jersey, Massachusetts, Virginia, Delaware, Florida, Texas) | a response letter in your firm's name, with every position cited and the enclosures listed | about thirty minutes | 1 |
| Penalty abatementsample | the penalty notice and the facts of the failure, in a short form | an abatement request letter in your firm's name, citing the IRM procedure and the authority for the ground relied on | about thirty minutes | 1 |
| Research memosample | the question, the facts, the tax years, your working position if you have one, and what you have already considered | a research memo addressed to your firm: issue, facts, authority, analysis, conclusion, with evidence grades | about thirty minutes | 1 |
| Multi-state and entity memosample | the fact pattern and the states involved, or the return and the entity options to compare | a comparison memo with a state-by-state or entity-by-entity matrix, each cell cited | about thirty minutes, up to a few hours for a full matrix | 1 to 2 |
| Protest and petitionsample | the letter or notice (PDF, optional), the facts, and what the client says is wrong | a written protest in your firm's name with every disputed item argued and cited, the penalties-of-perjury declaration, and the Tax Court or CDP section where the notice calls for it | about thirty minutes | 1 |
| Offshore disclosuresample | the facts: the accounts or income, the years, the amounts, how it arose, and whether the IRS has made contact | the submission in your firm's name: eligibility, the certification narrative, the year-by-year computation, the offshore penalty, and the filings to enclose | about thirty minutes | 1 |
| Letter ruling requestsample | the parties, the facts or proposed transaction, the rulings sought, and for a missed election the election, its due date and why it was missed | a ruling request in your firm's name following the annual revenue procedure, with the analysis cited, the required statements and the penalties-of-perjury declaration | about thirty minutes | 1 |
| Refund claimsample | the facts: the year, what was missed or misreported, the amounts, when the return was filed and the tax paid | the claim explanation in your firm's name, with the timeliness shown, each ground stated and cited, the reconciliation to the overpayment, and the interest | about thirty minutes | 1 |
| Letters from a finished review | nothing more; they are written from the findings you curated | Client cover letter (sample); Engagement letter (sample); Form 1040-X or 1120-X explanation statement (sample); Client planning questionnaire (sample); "What the new law changed for you" note | a minute each | 0 |
Credits never expire
Buy a pack in October and use the last credit whenever you need it. No monthly reset, no use-it-or-lose-it.
Failed requests are refunded automatically
A request that fails on our side returns its credits to your firm the moment it fails, and the failure is logged.
Nothing is tiered
The license covers the whole workspace; a credit buys the same request for every firm. There are no volume discounts and no premium tier.
The papers on one pass-through client tend to pay for a pack.
Across pilot reviews of filed returns from two states, the working papers surfaced items that ranged from a few hundred dollars a year on a modest 1040 (an unclaimed section 199A deduction, a self-employed health insurance deduction, retirement and HSA vehicles still open) to five-figure prospective savings on professional and pass-through clients (a penalty abatement, a cost segregation ceiling, an S election with its compensation study, a retirement plan design).
On one 2024 return the most valuable page was the one that priced the decline of an amendment: the surtax cost exceeded every benefit, and the client had that in writing.
Just as important, the papers documented where returns were already right: a QBI computation verified correct as filed against the return's own worksheets; equipment already fully expensed, so no depreciation opportunity existed. That is the honesty layer working, and it is what makes the rest of the papers credible in front of a client.
Figures in the papers are estimates for your validation, never promises, and the papers say so on every cover.