Effective Date: September 7, 2026
Last Updated: October 9, 2026
Every paid plan includes every module with no per-user charge. Beyond the plan there is one platform fee per return and a small set of data fees, each billed to the account that incurs it, from that account's own prepaid balance, at the moment of use. This page is produced from the same price list the platform's wallet shows and the same rates that bill, so the figure here is the figure charged. It forms part of the Reseller Agreement and the Enterprise Agreement for accounts that accept them.
Charged today, from the prepaid balance: the platform fee per return, filing Forms 1099 with the IRS, text alerts sent to your own office, texts to clients, texts received on your numbers, picture messages, picture messages received on your numbers, phone calls, IRS Hold for Me calls, the standard voicemail greeting, buying a phone number, keeping a phone number each month, texting registration, resubmitting a texting registration, email, AI assistance, the AI voice agent, meeting transcription, call and voicemail transcription, live bank feeds, bank account verification, asset reports, asset report history beyond 60 days, identity record checks, identity fraud screening, photo ID checks and selfie checks.
Paid by card at checkout instead of from the balance: connecting a custom domain.
Published rates that are not charged today: identity checks for remote electronic signatures. Nothing in the platform charges these. If TaxPulse begins charging one, it gives the notice described at the end of this page first.
| Item | Charge | When it is charged |
|---|---|---|
| Platform fee | $14.95 per return | Once, when the return is submitted for e-filing. A rejection that is corrected and resent is not charged again. A return that is prepared or printed and never e-filed is not charged. An amended return is a separate return and carries its own fee. |
| Form 1099 filed with the IRS | $2.99 per form | Once, when the IRS accepts the form, or accepts it with errors. Nothing is charged for a form the IRS rejects or that is never sent. A rejected form sent again is charged once, when it is accepted. A correction the IRS accepts is a separate form. |
The platform fee is the only charge for preparing or submitting a return. There is no separate fee for preparation, for e-filing, or for a state return filed with it. It also covers IRS and state acknowledgement tracking, client portal uploads scanned for viruses on arrival, identity numbers encrypted at rest, secure storage of the return's documents, and the AI included with every return described under AI assistance below. E-filing opens once TaxPulse completes IRS testing; until then no return is e-filed and the platform fee is not charged.
The rate above is our standard one. An account may hold a lower agreed rate, a number of returns at no charge, or a reduced rate above a volume, in which case that arrangement applies instead and is what appears on the account’s own charges. An agreed rate is never higher than the standard rate shown here.
| Item | Charge | When it is charged |
|---|---|---|
| Text alert sent to your office | $0.0169 per text (up to 160 characters) | When TaxPulse texts an alert to your own office. A longer text is sent in parts and each part is a text. |
| Text message sent to a client | $0.0169 per text (up to 160 characters) | When the text is sent. A longer text is sent in parts and each part is a text. |
| Text message received | $0.0143 per text (up to 160 characters) | When a reply arrives. |
| Picture message sent | $0.0455 per message | When the message is sent. |
| Picture message received | $0.0325 per message | When it arrives. |
| Phone call, made or received | $0.00975 per minute | At the end of the call, for its exact length from when it was answered to when it ended. A call your voicemail takes counts from when the greeting starts. A call forwarded to your cell phone is two calls: the one to your number and the one to your cell. Ringing and unanswered calls are not charged. On a Phone System plan, minutes inside the office's monthly pool are not charged. |
| IRS Hold for Me | $0.01651 per minute | At the end of each call to the line, for its exact length from when the line answered to when it ended: the menu, the wait and the talk, with the live listening that hears the agent included. On a Phone System plan, the office's monthly minutes cover the call part first. |
| Standard voicemail greeting, read aloud | $0.000004 per character read | When a caller hears the standard greeting on your number, for the characters read. Nothing when you upload your own greeting. |
| New phone number | $1.30 once, per number | When the number is bought. |
| Keeping a phone number | $1.30 per number, per month | Each month the number is held. Most numbers are this price; a few premium numbers cost more, and the price is shown before you buy. |
| Texting registration with the carriers | $19.99 once | When you register your number for texting. Carriers require it before business texts are delivered. |
| Sending a texting registration back for review | $15.00 each time | When you resubmit a registration the phone networks turned down. Given back if the resubmission cannot be sent. |
A text message longer than 160 characters is sent as more than one part and each part is charged as one text. No charge is rounded up: each is charged at its exact price, the fraction of a cent is carried in the account's balance, and a cent is taken each time the carried amount reaches one.
| Item | Charge | When it is charged |
|---|---|---|
| Email sent | $0.0013 per email | When the email is sent. |
| Item | Charge | When it is charged |
|---|---|---|
| Live bank feed | $0.39 per connected bank account, per month | Each month the account stays connected. |
| Bank account and routing number verification | $1.68 per connected bank | Once, when a client's bank is connected for deposits or payments and the bank confirms the account and routing numbers. Nothing when the bank cannot confirm them. |
| Asset report | $3.626 per bank login in the report | When the report is created, for each bank login it covers (one login can hold several accounts). |
| Asset report history beyond 60 days | $1.386 per bank login in the report | When a report asks for more than 60 days of history, for each bank login it covers. |
| Identity check: personal details against official records | $0.658 per check | When your client's details are checked against official records. Charged once per verification, pass or fail. |
| Identity check: fraud and risk screening | $0.378 per check | When the fraud and risk screening runs on a verification, including the phone code check. Charged once per verification. |
| Identity check: photo ID document | $0.952 per completed check | Only when your client finishes submitting their ID and it is checked, pass or fail. Nothing if they stop before finishing. |
| Identity check: selfie match | $0.322 per completed check | Only when your client finishes the selfie and it is checked, pass or fail. Nothing if they stop before finishing. |
Other bank data services are not charged today. If one is switched on, it is added here first. Its charge takes effect on the notice described below.
The AI used to take a client to a finished return is included with the platform fee and is not charged to the prepaid balance as usage, whether or not the return is filed: prepare with AI: it reads the documents, fills in the return, checks it and hands it to a preparer, who reviews and signs; Prepare Many Returns: Prepare with AI on every return that has its documents in, in one go; reading and extracting W-2s, 1099s, 1099-Rs, SSA-1099s, K-1s, 1095-As, brokerage statements and every other document you or your client upload; document review; prior-year return and IRS transcript import; importing your clients and prior returns when you switch to TaxPulse; intake and client portal smart-fill; your client's own help chat in their portal; reading a driver's license at intake; return diagnostics; up to 500 return assistant questions a month per office.
The return assistant allowance is 500 questions for each office in each calendar month. Questions beyond it in that month are charged at the rates below. The account's owner is notified when 400 questions have been used and again when the allowance is used up.
AI used in the advanced modules is charged to the prepaid balance at the rates below: tax research, Ask Every Client, amendments, credit repair, tax resolution and IRS notices, tax planning, the tax writer, The Accuracy Lab, bookkeeping, meeting summaries, marketing and websites, recruiting, CRM texting and email automations.
| Item | Charge | Unit |
|---|---|---|
| Assistant, most capable model | $5.20 in, $26.00 out | per million tokens read and written; text is roughly four characters per token |
| Assistant, standard model | $2.60 in, $13.00 out | per million tokens read and written; text is roughly four characters per token |
| Assistant, fast model | $1.30 in, $6.50 out | per million tokens read and written; text is roughly four characters per token |
Outside the included scope above, reading a document, categorising bank lines, drafting a letter or answering a question are each one or more model calls, charged by the tokens they read and write. The platform shows the charge for each call in the account's balance history.
| Item | Charge | When it is charged |
|---|---|---|
| AI voice agent calls | $0.08 per minute | At the end of the call, for its exact length from when it was answered to when it ended. The phone call rate is not added on top. |
| Meeting transcription | $0.00559 per minute of audio | As a meeting is transcribed, in twenty-second pieces. |
| Call and voicemail transcription | $0.00676 per minute of audio, per side of the call | Once a call or voicemail recording is transcribed, for the length of the audio. |
| Item | Charge | When it is charged |
|---|---|---|
| Connecting your own domain to your website | $10.00 once, per website | At checkout, when you connect the domain. Paid by card, not from your wallet. |
Leads bought in the marketplace are priced per lead, and the price is shown on each lead before it is bought. That price is paid from the account's marketplace balance at the moment of purchase and is the whole of the charge for that lead.
The plan and licence fees that give an account access to the platform are stated on its order form or invoice and do not change during a Term. Renewal pricing for the same licences will not rise by more than ten percent (10%) over the previous Term. Our aim is not to raise it at all.
TaxPulse may change a data fee on at least thirty (30) days' notice given in the platform and by email to the account's billing contact. Beginning to charge a service listed above as not charged today is a change of this kind. A change that passes through an increase from a third-party provider may take effect on shorter notice, limited to the amount of that increase. The platform fee does not change during a Term. An account's prepaid balance is never charged for a service it did not use.
Rates are stated in United States dollars. Fractions of a cent are carried in the account's balance and rounded only on the statement.