Simple, transparent pricing

Unlimited seats on every plan. Only pay for the summaries you send to clients.

Starter

Solo CPA, small book of business

$49/mo

$528/yr when billed annually (save 10%)

100 summaries/year
  • Up to 100 summaries per year
  • Unlimited team members
  • AI-powered analysis & insights
  • PDF export
  • Shareable client links
Subscribe
Most Popular

Professional

Solo practitioners & small firms

$89/mo

$948/yr when billed annually (save 10%)

500 summaries/year
  • Up to 500 summaries per year
  • Unlimited team members
  • AI-powered analysis & insights
  • PDF export
  • Shareable client links
  • Branded client reports
  • Advanced planning recommendations
  • Priority support
Subscribe

Firm

Multi-preparer firms, high volume

$179/mo

$1908/yr when billed annually (save 10%)

Unlimited summaries/year
  • Unlimited summaries
  • Unlimited team members
  • AI-powered analysis & insights
  • PDF export
  • Shareable client links
  • Branded client reports
  • Advanced planning recommendations
  • Custom templates
  • Dedicated account manager
  • Team collaboration tools
Subscribe
Unlimited Seats

Your whole team. One price.

Every competitor charges per seat. Magnus Tax includes unlimited users on every plan — no "who gets a license?" conversations, no nickel-and-diming when you hire seasonal staff.

Corvee (3 users)$5,400/yr
TaxGPT (3 seats)$3,600/yr
Canopy (3 users)$1,620–$4,320/yr
Hive Tax AI (1 user)$1,199/yr
Magnus Tax (unlimited users)$948–$2,148/yr

What counts as a summary?

We keep it simple and fair. Only the final deliverable counts against your plan.

Does NOT count
  • Draft previews and re-edits
  • Internal reviews by your team
  • Regenerating or tweaking a summary
  • Viewing analysis details
Counts as 1 summary
  • →Exporting a final PDF for a client
  • →Sending a summary via client link
  • →Downloading the finished analysis

Experiment freely — you're only billed for what you deliver.

Frequently asked questions

Is there a free tier?

Yes. Upload unlimited returns for free and see a page-1 preview with key figures and one insight — no credit card required. Subscribe to any plan to unlock full multi-page analyses, PDF exports, and client sharing.

What happens if I hit my summary limit?

We'll let you know when you're approaching your limit. You can upgrade to the next tier at any time, and the change takes effect immediately.

Can my whole team use it?

Absolutely. Every plan includes unlimited seats. Add preparers, reviewers, and admin staff at no extra cost.

Is there a discount for annual billing?

Yes — save 10% when you pay annually. The Professional plan drops to $948/year, right under the $1,000/year threshold most firms are used to for practice tools.

What return types do you support?

We support 1040, 1120, 1065, 1120-S, and more. Individual and business returns — we handle them all.

Is my client data secure?

Yes. All data is encrypted in transit and at rest. We process returns securely and never retain client data beyond your session.

One better client engagement pays for the whole year

If a Magnus Tax summary helps justify even a $25 fee increase on one client, the Professional plan pays for itself in 43 clients.