Products

Tax Practice Compliance Products & SOP Systems

Choose the product that matches the actual failure point in the file or firm. These are single-purpose lanes for entry, entity, control, planning, EA workflow, representation, and security.

Start Here

New to Auditable? Start in the Entry path below. Most solo firms should compare STARTER against SOLO before looking at governance, WISP, or specialty lanes.

See the flagship path
STARTERSOLOAGENCYWISPPLANNINGEAREPRESENTATION106511209901041

What each product is for

01
01. Entry path
Safest on-ramp for newer or lighter-volume practices. Solo includes full 1120S S-corp coverage.
STARTER
$249 / $279
Primary job
Safest entry path for a new or light-volume practice.
Best fit
First-time preparers and small firms that need the basics without overload.
What is inside
Core 1040 guardrails, intake, filing discipline, and a clear start-here path.
How to think about it
Use when you want a simple on-ramp with the least friction.
SOLO
Flagship$699 / $799
Primary job
Flagship small-firm operating system for 1040 and 1120S work.
Best fit
Solo firms and very small teams that want one product covering their actual workload — 1040 + S-corp K-1s, basis, and reasonable compensation.
What is inside
1040 workflow depth, full 1120S S-corp coverage (K-1, basis, reasonable comp, distributions), due diligence, notices, basic transcript checks, and operating rhythm.
How to think about it
Use when you want the real operating system for the small firm instead of a thin starter kit. S-corp work is included.
02
02. Control layer
Governance, handoffs, QC, and practice management once staff execution becomes the risk.
AGENCY
From $2,497
Primary job
Owner-governance, delegation, and control layer.
Best fit
Firms that need the layer above the practice books: handoffs, QC, onboarding, and review discipline across staff.
What is inside
Owner-governance layer, handoffs, QC, onboarding, role boundaries, and practice management controls.
How to think about it
Use when staff execution and review visibility are the real risk, not another prep package.
03
03. WISP lane
Separate written security-plan product line with free, starter, DIY, and premium paths.
WISP
Free worksheet to completed package
Primary job
Separate written security-plan product line.
Best fit
Firms that need written information security plan coverage, incident-response structure, and security-policy documentation.
What is inside
Free worksheet, starter template, guided DIY kit, or premium package for the written security-plan lane.
How to think about it
Use when your immediate need is security-policy documentation, not the broader practice operating system.
04
04. Planning path
Year-round planning and implementation.
TAX_PLANNING
$397.00
Primary job
Annual planning and implementation system.
Best fit
Practitioners who want year-round tax planning, memo work, and follow-through.
What is inside
Planning cycle, memo templates, projections, worksheets, scenario packets, and implementation review.
How to think about it
Use when the file is about planning before filing, not response after filing.
05
05. EA and dispute path
Front-line EA workflow and formal IRS escalation.
EA
$495.00
Primary job
EA-only operating system for due diligence and response handling.
Best fit
Enrolled agents who need a disciplined front line for notices, transcripts, and closeout.
What is inside
Weekly operating cycle, notice triage, transcript-to-action, client communication, escalation, and closeout.
How to think about it
Use when your work is EA-only and centered on file handling rather than broad 1040 depth.
REPRESENTATION
$247.00
Primary job
Formal IRS-contact escalation and dispute resolution.
Best fit
Practitioners who handle audits, collections, appeals, and authority checks.
What is inside
Response handling, audit-response support, collections, appeals, POA discipline, and case control.
How to think about it
Use when the file has moved beyond routine support into a formal IRS matter.
06
06. Entity path
Specialty technical coverage for entities, fiduciary work, and exempt organizations after the core system is already clear.
1065
$759 standalone / $597 Solo expansion
Primary job
Partnership technical base and defense system.
Best fit
Firms that prepare and defend partnership returns.
What is inside
Partner basis, allocations, capital accounts, audit-response support, and partnership workflow control.
How to think about it
Use when your primary technical lane is partnership work. Solo customers unlock lower expansion pricing.
990
$897 standalone / $597 Solo expansion
Primary job
Nonprofit technical base and defense system.
Best fit
Firms that prepare and defend exempt-organization returns.
What is inside
Public support review, governance checks, UBI awareness, audit-response support, and nonprofit workflow control.
How to think about it
Use when your primary technical lane is exempt-organization filing and governance work. Solo customers unlock lower expansion pricing.
1041
$897 standalone / $597 Solo expansion
Primary job
Estate and trust technical base and defense system.
Best fit
Firms that prepare and defend estate and trust returns.
What is inside
DNI, distributions, fiduciary accounting, audit-response support, and fiduciary workflow control.
How to think about it
Use when your primary technical lane is estate and trust administration and filing work. Solo customers unlock lower expansion pricing.
1120
$759 standalone / $597 Solo expansion
Primary job
C-corp technical base and defense system.
Best fit
Firms that prepare and defend C-corp returns.
What is inside
Earnings and profits, compensation, distributions, audit-response support, and C-corp workflow control.
How to think about it
Use when your primary technical lane is C-corp work. Solo customers unlock lower expansion pricing.

Single-purpose by design

Each edition has one job. That keeps the promise crisp and the buyer from wading through a mixed-bag shelf.

Built to stack cleanly

Start with the package that matches the work today. Add another only when the practice actually needs it.

Clearer buying decision

The comparison page shows the difference in plain language so buyers can choose fast and with less friction.

How to choose

  • • Need the safest on-ramp? Start with STARTER.
  • • Need broader 1040 depth with full S-corp coverage? Choose SOLO.
  • • Need firm controls and governance? Choose AGENCY.
  • • Need the written security-plan lane? Choose WISP.
  • • Need annual planning and implementation? Choose TAX_PLANNING.
  • • Need EA-only operating control? Choose EA.
  • • Need formal dispute handling? Choose REPRESENTATION.
  • • Need entity-specific technical coverage? Choose 1065, 1120, 990, or 1041.
  • • Need exempt-organization or fiduciary coverage? Choose 990 or 1041.

Best fit

This page is for buyers who want the line explained cleanly before they choose. It helps you compare the packages without turning the site into a chapter-by-chapter catalog.

New buyers choosing their first package
Firms deciding between EA and SOLO
Firms deciding between the core path, governance, and the separate WISP lane
Practitioners deciding when to add Representation
Buyers figuring out whether they need planning, EA workflow, or formal dispute support next
Firms moving into specialty entity lanes only after the base system is already clear

Frequently asked questions

Do I need every package?▼
No. Start with the one that matches your main workflow, then add another only when it solves a real practice need.
How do I choose between EA and SOLO?▼
Choose EA if you want an EA-only operating system. Choose SOLO if you want the broader solo-practice 1040 base.
Where does AGENCY fit?▼
AGENCY sits after the core prep system and becomes relevant when handoffs, QC, onboarding, and staff governance are the real risk.
Where does WISP fit?▼
WISP is a separate written security-plan product line. It is not bundled into STARTER or SOLO.
Why separate 990, 1041, 1120, and 1065 if SOLO already includes 1120S?▼
Because exempt organizations, fiduciary returns, C-corps, and partnerships each have different filing risks and operating discipline. SOLO already covers the S-corp lane.
When do I need REPRESENTATION?▼
When the file moves from support into a formal IRS dispute, including audits, collections, appeals, or authority checks.
View Pricing Due Diligence Coverage