Pricing

Choose the package that matches the work.

Auditable.tax is organized into focused product lanes. Start with the package that fits your current practice, then add entity, planning, agency, EA, or representation modules only when they solve a real workflow need.

Pricing

Choose the package that matches the work.

Start with the product that fits your current practice lane. Keep WISP separate as the written security-plan lane, and add entity, planning, agency, EA, or representation modules only when they solve a real workflow need.

1040 Practice Path

Start here for individual return practices. Solo includes full 1120S S-corp coverage.

Founder
STARTER
$249$279Founderone-time

500 founder spots remaining

Basic operating discipline for newer or light-volume 1040 practices.

Best for

First-time preparers, solo practitioners, and light-volume 1040 firms that need structure without the weight of a full operating system.

  • Client intake system
  • Return setup guardrails
  • Due-diligence prompts
  • Filing discipline checklist
  • Simple closeout path
  • 25 AI research questions
FeaturedFounder
SOLO
$699$799Founderone-time

250 founder spots remaining

Flagship small-firm operating system for 1040 and 1120S work — including S-corp K-1 flow-through, shareholder basis, reasonable compensation, notices, basic transcript checks, and deeper review structure.

Best for

Solo firms and very small teams that want one product covering their real 1040 + S-corp workload.

  • Full 1040 workflow depth
  • Full 1120S S-corp coverage
  • Reasonable compensation
  • Notice handling
  • Basic transcript checks
  • Operating rhythm
  • 50 AI research questions

WISP Product Line

Separate written security-plan lane. Choose the WISP path only when you need security-policy documentation.

WISP
Free to completed packageone-time

Separate written security-plan product line with four paths: free worksheet, starter template, DIY kit, and premium package.

Best for

Firms whose immediate need is written information security plan coverage, incident-response structure, and security-policy documentation.

  • Free worksheet
  • Starter template
  • DIY kit
  • Premium package
  • Completed package option

Entity & Specialty Return Path

Partnership, C-corp, estate, trust, and exempt-organization lanes.

1065
$597.00one-time

Partnership technical base and defense system.

Best for

Firms that prepare and defend partnership returns.

  • Partner basis
  • Allocations
  • Capital accounts
  • Audit-response support
  • Solo customer expansion pricing available
1120
$597.00one-time

C-corp technical base and defense system.

Best for

Firms that prepare and defend C-corp returns.

  • Earnings and profits
  • Compensation
  • Distributions
  • Audit-response support
  • Solo customer expansion pricing available
1041
$597.00one-time

Estate and trust technical base and defense system.

Best for

Firms that prepare and defend estate and trust returns.

  • DNI
  • Distributions
  • Fiduciary accounting
  • Audit-response support
  • Solo customer expansion pricing available
990
$597.00one-time

Exempt organization technical base and defense system.

Best for

Firms that prepare and defend exempt-organization returns.

  • Public support
  • Governance checks
  • UBI awareness
  • Audit-response support
  • Solo customer expansion pricing available

Practice Control Layer

Governance, handoffs, delegation, and QC — for firms using Auditable.tax products.

Scaling layer
AGENCY
From $2,497one-time

Owner-governance, handoffs, delegation, and QC layer for firms using Auditable.tax products.

Best for

Firms that need control over staff execution — delegation, review visibility, onboarding, and practice management boundaries.

  • Owner governance
  • Multi-seat coordination
  • Handoffs
  • QC
  • Onboarding
  • Review structure

EA, Representation & Planning

Front-line EA workflow, formal IRS escalation, and annual planning.

EA
$495.00one-time

EA-only operating system for notices, transcripts, weekly review, escalation, and closeout.

Best for

Enrolled agents who need a disciplined front line for notices, transcripts, and closeout.

  • Weekly operating cycle
  • Notice triage
  • Transcript-to-action
  • Escalation logic
REPRESENTATION
$247.00$497one-time

Formal IRS-contact escalation and dispute-resolution workflow support.

Best for

Practitioners who handle audits, collections, appeals, and authority checks.

  • Audit-response support
  • Collections control
  • Appeals workflow
  • POA discipline
TAX_PLANNING
$397.00one-time

Annual planning cycle, memo templates, implementation tracking, and follow-through.

Best for

Practitioners who want year-round tax planning, memo work, and follow-through.

  • Planning cycle
  • Memo templates
  • Projections
  • Implementation review

Each package includes a commercial license, a clear scope, and product-specific guidance.

Standalone WISP Products

Need Only a Written Information Security Plan?

Every tax practice needs a WISP. Start here for security-plan documentation, from a free worksheet to a complete package prepared for your firm.

Free Worksheet

$0.00

Printable PDF with basic WISP structure. Checkboxes and lines for manual completion.

  • Basic WISP framework
  • Email delivery
Get Free Worksheet

WISP Template

$29.00

A formal WISP document shell for firms that want the document itself and are comfortable completing it on their own.

  • Formal WISP document
  • Approval page
  • Upgrade credit toward DIY/Premium
Get Template

DIY WISP System

$79.00

Guided self-completion kit with fillable PDFs and all supporting logs. Complete your WISP in 30–90 minutes.

  • WISP + logs + worksheets
  • Start Here guide + completion order
  • Risk assessment + safeguards checklist
  • Upgrade credit toward Premium
Get DIY System

Premium WISP System

$149.00

The strongest self-serve WISP tier, with SOPs, structured records, and firm-specific context that still requires final review.

  • WISP + SOP system
  • Structured logs and records
  • Review-required self-serve package
  • Credit toward Complete Package
Get Premium

Complete WISP Package

$249+

The completed, firm-specific WISP package for firms that want the final deliverable prepared for them instead of finishing the system in-house.

  • Completed WISP
  • Completed logs and SOPs
  • Firm-specific intake flow
  • Final internal review and signature
Start Complete Package

All WISP purchases credited toward upgrades and the full auditable.tax package. Learn more

Frequently Asked Questions

What format are the templates?
Products include editable PDF, DOCX, and XLSX documents depending on the package. All files are ready to customize with your firm name, procedures, and branding.
How is the product delivered?
After purchase, you receive an email with a download link. Files are packaged as a ZIP archive containing all templates and documentation.
Can I use the templates for multiple offices?
The standard license is for a single tax practice or firm, including approved office locations and authorized users. Contact us for additional offices or custom deployment terms.
Do I need TaxDome to use this?
No. Auditable.tax is a standalone documentation and SOP system. The TaxDome Add-On is an optional blueprint for configuring TaxDome pipelines and tasks.
What's your refund policy?
Due to the digital nature of the product, we offer refunds within 14 days if you haven't extensively used the templates. Contact us if you have issues.
Is this legal advice?
No. Auditable.tax provides documentation systems, templates, and frameworks for implementation, not legal advice. Always consult with your compliance officer or legal counsel for firm-specific guidance.
Can I add my firm's logo and branding?
Yes. All templates are fully editable. You can add your logo, firm name, contact information, and customize procedures to match your workflows.
Do I need to buy every product?
No. Start with the product that matches your main workflow. Add entity, planning, agency, EA, or representation products only when they solve a real practice need.