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Everything your tax firm needs. No setup fees. No contracts. Cancel anytime. 14-day free trial — no credit card required.
Pre-built tiers for common firm sizes. Every tier uses our standard per-module pricing with bundle discount already applied — no hidden fees.
Best for solo practitioners
3 modules with bundle discount applied
Everything a solo practitioner needs to file returns, form entities, and stay compliant.
Best for small firms (2–5 staff)
5 modules with bundle discount applied
Everything in Starter plus resolution and bookkeeping — the firm-scale toolkit.
Best for growing firms (6–20 staff)
9 modules with bundle discount applied
All 10 modules with the full 20% bundle discount — built for growing practices.
Pick the modules your firm needs. Add or remove anytime.
Bundle Discounts
Add 3 more modules to unlock bundle pricing
See exactly what each module includes. Every module shares core platform features — the table below highlights module-specific capabilities.
Swipe to compare →
| Feature | Tax Preparation | Tax Resolution | Credit Repair | Bookkeeping | Business Formation | ITIN Processing | Notary / RON | Registered Agent | Tax Planning | marketing.pricing.module_WEBSITE_BUILDER |
|---|---|---|---|---|---|---|---|---|---|---|
| Pipeline & Workflow | ||||||||||
| Custom pipeline stages | ||||||||||
| QC review workflow | ||||||||||
| Auto-advance rules | ||||||||||
| Smart work queue | ||||||||||
| Documents | ||||||||||
| Document upload & storage | ||||||||||
| AI document scanner | ||||||||||
| E-signatures | ||||||||||
| In-app document viewer | ||||||||||
| Staff annotations | ||||||||||
| Client Experience | ||||||||||
| Branded client portal | ||||||||||
| Mobile app access | ||||||||||
| Smart notifications | ||||||||||
| In-app messaging | ||||||||||
| Payments | ||||||||||
| Invoicing | ||||||||||
| Payment plans | ||||||||||
| Stripe integration | ||||||||||
| Refund Advantage | ||||||||||
| AI Features | ||||||||||
| Document data extraction | ||||||||||
| Smart categorization | ||||||||||
| AI copilot | ||||||||||
| Compliance | ||||||||||
| Audit log | ||||||||||
| CROA compliance | ||||||||||
| IRS form generation | ||||||||||
| KBA verification | ||||||||||
Every module comes with these features at no extra cost.
Extend your platform with optional add-ons.
When your clients pay through SaintCoreTax via Stripe Connect, your firm keeps 97% — automatically routed to your bank. No separate invoicing, no chasing payouts.
A user seat is any person who needs access to the platform to perform work — preparers, case managers, credit specialists, and admins. Client accounts are free and unlimited.
Yes. You can switch from monthly to annual at any time and your remaining monthly balance will be prorated. Switching from annual to monthly takes effect at the end of your current annual billing cycle.
Yes. You can upgrade at any time and the price difference will be prorated. Downgrades take effect at the start of your next billing cycle.
No setup fees and no long-term contracts. Monthly plans can be canceled at any time. Annual plans are billed annually but you can cancel before renewal.
After the trial, you choose your plan and enter payment information. All your data and configuration from the trial period is preserved. No credit card is required to start the trial.
Your firm's branding, logo, colors, and custom domain — clients never see the SaintCoreTax name. They experience your firm, powered by our platform.
Yes. All data is encrypted with AES-256-GCM at rest and TLS 1.3 in transit. We follow IRS Publication 4557 and FTC Safeguards Rule requirements, with SOC 2 certification in progress. Data is retained for 7 years per IRS requirements.
CSV import for clients, entities, and historical records plus dedicated onboarding for firms with more than 100 active clients. We help you map fields, verify data, and go live in under a week.