AI-TaxPlan — Create Your Account

Create your account

Pick a plan and pay securely with Stripe — then we'll email you a link to set your password.

Academy + CRM$99/mo

Academy and CRM, 1 seat. Full tax plans when you need them: 1 for $200 or 3 for $500 — they never expire. Quick Plans and proposals are free.

Full Firm$750/mo

Unlimited full tax plans and unlimited team.

Ads + Lead Gen$1,250/mo

Everything in Full Firm, plus ads and lead generation — set up with our team.

Talk to us →

FIRM NAME

FIRST NAME

LAST NAME

WORK EMAIL

We'll email you a link to set your password — no password needed on this form.

PHONE (optional)

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We sent an account setup link to .

Open it to set your password and start using AI-TaxPlan. The link is valid for 7 days.

Didn't receive it after a few minutes? Check spam, then send a new link — the new link replaces the old one.