Membership Plans

Grow your CPA practice with the right team behind you

From expert coaching and education to full AI-powered tax plan generation — choose the plan that fits where your practice is today. Start Entry or Full Firm online in minutes — no call needed.

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Membership Plans

We educate, implement, and refer — plus the tax-planning software to run it. Entry and Full Firm start online in minutes, no call needed. Ads + Lead Gen is set up with our team.

Entry

Academy + CRM

$99/mo Sign up yourself — no call needed Billed monthly

The Academy: tax-planning education and training
CRM for your leads and clients
1 seat
Quick Plans and proposals included
Full tax plans when you need them: 1 for $200 or 3 for $500 — they never expire

Unlimited

Full Firm

$750/mo Sign up yourself — no call needed Billed monthly

Everything in Entry: the Academy and the CRM
Unlimited full tax plans
Unlimited team
Quick Plans and proposals included
Full access to our AI-powered tax planning software built for CPA firms

Full Package

Ads + Lead Gen

$1,250/mo Talk to us — set up with our team Includes Full Firm

Everything in Full Firm: unlimited full tax plans and unlimited team
Ads and lead generation for your firm
Set up with the I-TaxPlan team

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Tax Plan Packs

Need a full tax plan on Entry? Add a pack.

Packs are bought inside the platform once you're a member — no separate signup. Plans you buy never expire. Full Firm and Ads + Lead Gen already include unlimited full tax plans.

$2001 full tax planBuy 1 plan

$5003 full tax plansBuy 3 plans

Already a member? Your current plan and price stay as they are.

Grow your CPA practice with the right team behind you

Everything your practice needs to close more tax plans

AI Tax Plan Generation

Done-For-You Proposals & Deliverables

Sales & Pricing Coaching

Business Evaluation & Practice Growth

Membership Plans

Need a full tax plan on Entry? Add a pack.

Transform your CPA practice today