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Simple, Transparent Pricing

Collect tax documents from clients during tax season and year-round. Choose the plan that fits your firm's needs.

Seasonal Option

Tax Season Free

January through April

Free

No credit card needed

  • Up to 50 client submissions
  • Client document portal
  • Email reminder sequences
  • Mobile app access
  • Basic reporting
Most Popular

Year-Round

Use all 12 months

$49/month

Billed annually at $490

  • Unlimited client submissions
  • Automated reminder sequences
  • Custom firm branding
  • Up to 3 team seats included
  • API and integration access
  • Email and phone support
  • Quarterly business reviews
Enterprise

Multi-Office

For large or regional firms

Custom

Tailored to your size

  • Everything in Year-Round
  • Unlimited team seats
  • White-label option available
  • Advanced integrations
  • SFTP bulk import and export
  • Dedicated account manager
  • Custom reporting and compliance

Pricing Questions?

We offer 30-day free trials on Year-Round and Enterprise plans so you can test with your real workflows before committing. Cancel anytime.

For detailed answers, visit our FAQ page or email support@cpafiledrop.com.