Simple, Value-Driven Pricing

Pay for What You Actually Use

Start free and discover your savings potential. Upgrade when you're ready to implement.

Discover ROI

Free

$0forever

Find out what your business has been leaving on the table.

  • ✓Document Vault storage
  • ✓Conversational AI (Logos)
  • ✓ROI & savings estimator
  • ✓Annual pre-return review
Get Started

No credit card required.

Most Popular

Optimize & Implement

Pro

$299/ month

For growing S-Corps and founders ready to move from insight to action.

  • ✓Everything in Free
  • ✓Year-round active scanning
  • ✓Live bank + QuickBooks sync (Citadel)
  • ✓Guided implementation specs
  • ✓Secure CPA Marketplace matching
  • ✓Permanent Ledger timeline
Start Free Trial

Most popular for S-Corps & LLCs.

Scale & White-Label

Enterprise

Custom

For multi-entity portfolios and accounting firms serving multiple clients.

  • ✓Everything in Pro
  • ✓Multi-entity consolidation
  • ✓Dedicated Partner Portal
  • ✓Custom developer APIs
  • ✓SLA-backed CPA network
  • ✓White-label branding
Contact Us

Talk to us about your portfolio.

Logos vs. The Old Way

MetricWith LogosWithout Logos
Tax planning costFlat monthly SaaS$15,000 – $35,000
Time to first recommendation30 seconds4 weeks
Analysis frequencyActive 24/7 scanStatic · once a year
Your data ownershipYours — permanentlyLocked in your CPA's portal
Switching CPAsSeamless — Ledger transfersStart from zero

Have questions about which plan is right for you? Read the FAQ or reach out directly.