Most Popular
Tax Preparation
End-to-end return management with a 12-stage pipeline, smart document extraction, digital organizer, and client-facing Tax Tracker
$70/user/mo
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Replace a dozen disconnected tools with a single AI-powered platform — from client intake to filing to payment. Your team reviews and approves; the platform prepares the work.
Modules to mix & match
Per user, per month
Bundle savings
Platform fee
Most firms run a tax package, a CRM, a portal, an e-sign tool, a chat app and a spreadsheet — none of which talk to each other. SaintCoreTax replaces the stack with one system your whole team and every client logs into.
Clients upload docs, sign, pay, and message in a single branded portal — on web or WhatsApp. No more chasing email attachments.
Documents are read, classified, and mapped to the organizer automatically. Your staff approve the work instead of authoring it from scratch.
Activate only the modules you sell. Add seats as you hire. Bundle discounts kick in at 3, 5, and 7 modules — and there is no base platform fee.
Keep Drake, ProSeries, Lacerte, TaxSlayer, CrossLink, ProConnect or UltraTax. The platform runs the practice around the software you already trust.
Every module is full-featured and priced per user, per month. Mix and match — the platform connects them so a client flows from one service to the next without re-keying a thing.
End-to-end return management with a 12-stage pipeline, smart document extraction, digital organizer, and client-facing Tax Tracker
$70/user/mo
Learn MoreProactive tax planning with personalized strategy recommendations, quarterly check-ins, and client-ready branded reports.
$75/user/mo
Learn More14-stage case pipeline for OIC, installment agreements, penalty abatement, and more. Includes IRS transcript analysis, Form 2848 tracking, and payment plan management
$55/user/mo
Learn MoreMonthly bookkeeping with auto-categorization, reconciliation, tax-ready book closes, and anomaly detection
$40/user/mo
Learn MoreCROA-compliant dispute tracking with AI-generated dispute letters, per-round billing, bureau response monitoring, and score improvement projections
$40/user/mo
Learn MoreLLC, S-Corp, and C-Corp formation with state filing tracking, EIN applications, and operating agreement generation
$30/user/mo
Learn MoreStreamline W-7 applications with document checklists, status tracking, and seamless handoff to Tax Prep once the ITIN is issued
$25/user/mo
Learn MoreIn-person scheduling and full Remote Online Notarization (RON) with video, KBA identity verification, and tamper-evident digital seals
$20/user/mo
Learn MoreStatutory agent services with compliance calendar, automatic renewal reminders, and mail digitization for your business clients
$20/user/mo
Learn MoreChoose the services you offer and add your team. Pricing builds in real time — you only pay for the seats and modules you turn on.
Add your logo, colors, and domain. Import your client list from a CSV or TXF export. The portal goes out under your firm's name, not ours.
Clients log in to one portal for every service. AI handles intake and document work; your staff review and approve. You watch the whole pipeline from one dashboard.
Start free, bring your team, and turn on only the modules you need. No platform fee, no long-term contract.