Capacity, not capability
Every plan carries the whole platform — the same modules, the same roles, the same permissions. What differs is how many people, clients and documents it holds.
14 days of full access. No card required, and nothing is charged when it ends.
Pricing
Every plan is the whole platform. You choose how much of it you need.
Compliance, documents, the client portal, credentials, billing and reporting are on every plan. Seats, clients and working storage are what change.
Basic
Independent tax professionals
- 1 user
- 20 clients
- 5 GB active workspace
Pro
Most commonGrowing practices
- 3 users
- 50 clients
- 15 GB active workspace
Firm
Established firms
- 10 users
- 100 clients
- 50 GB active workspace
Billed monthly and paid by bank transfer — Taxira sends payment instructions and activates the plan once the transfer is confirmed. There is no card on file and nothing is charged automatically. Reaching a plan’s limit stops new work being added; it never removes records you already hold.
What that means in practice
The questions a plan raises once you are actually using it.
- No feature tiers
- Compliance, documents, billing, the client portal and reporting are in every plan. There is no column of things a cheaper plan does without.
- Reaching a limit
- You are told which limit and by how much, and existing work is untouched. Reaching a limit stops new work being added, never existing work being done.
- Storage counts what is live
- Superseded document versions are kept forever and are not charged for. Correcting a filing should not cost money.
- Fourteen days, no card
- Full access for the trial. Nothing is charged when it ends.
- When a trial ends
- Your records stay. You can still read and export everything; what stops is creating new work until a plan is active.
- Paying
- By bank transfer. Payment is confirmed against the transfer before a plan becomes active.
Not sure which plan?
Start on the trial and choose when you know. Nothing is charged while it runs, and your records stay whichever plan you pick.