Tax preparer business pricing
Sureway is a tax-preparer automation platform — AI document processing, IRS forms across 15 years, client portals, and guided filing workflows. Not unlimited cheap software: priced for serious firms.
Recommended: $299/month or $2,999/year prepaid + usage fees
Founder Plan
First 10–20 firms — limited time
$199/mo + $299 setup
- 12 months at $199/mo (then standard pricing)
- $299 one-time setup
- Usage fees apply per client workflow
- AI assistant + IRS forms (15 years)
- Multi-client guided filing workspace
Setup + first month via Stripe
Starter Firm
Solo preparers
$149/month
or $1,499 / year prepaid
1 user · 50 workflows/year included
- AI tax assistant
- IRS forms library + Fill with my data
- Client portal & document intake
- 50 client workflows / year included
Professional Firm
Main offer — growing tax offices
$299/month
or $2,999 / year prepaid
3 users · 150 workflows/year included
- AI document processing & classification
- Client + admin portals
- 150 workflows / year included
- Email support
- Identity verification workflow per client
Agency Firm
Multi-preparer offices
$699/month
or $6,999 / year prepaid
10 users · 500 workflows/year included
- 500 workflows / year
- Firm branding options
- Priority support
- Advanced reporting (coming soon)
Usage fees (per client workflow)
Each plan includes a yearly workflow allocation. Workflows inside or above your quota are billed at the same rate via Stripe: $25 individual, $45 business, $55 nonprofit.
| Workflow | Per workflow | Pay now (Stripe) |
|---|---|---|
| Individual / 1040 workflow | $25 | |
| Business return workflow | $45 | |
| Non-profit / Form 990 workflow | $55 |
One-time setup / onboarding
$499
Additional preparer user / month
$49/mo
Overage seats: $59/mo
White-Label / Enterprise
Franchise, multi-location, reseller
- • Custom domain & branding
- • Bulk usage pricing
- • SLA & dedicated onboarding
- • Custom workflows
- • From $2,500 setup + $699–$1,500/mo
Payments processed by Stripe. Preparers remain responsible for client data, IRS rules (incl. §7216), and professional review of AI-assisted outputs. See Terms of Service.