Choose the Product That Matches the Work
Each Auditable.tax product has one job. Start with the lane closest to your current risk, then add another only when the practice genuinely needs it.
Review trail
Due-Diligence Worksheet
Real client facts, questions asked, records reviewed, and sign-off structure instead of one-line notes.
What the system looks like
WISP Package Spread
Named security roles, risk assessment structure, incident response, and annual review controls in one lane.
Workflow and Review Stack
A connected set of checklists, worksheets, and review controls built to hold together across the file.
Every product is single-purpose by design
Start with the product that matches the actual failure point in the file or firm. Add another only when the work genuinely changes.
Entry path
The safest on-ramp for newer or lighter-volume practices. Solo includes full 1120S S-corp coverage.
STARTER
$249
Basic operating discipline for new or light-volume 1040 practices.
- Client intake system
- Return setup guardrails
- Due-diligence prompts
- Filing discipline checklist
SOLO
$699
Full solo-practice operating system for recurring 1040 work and built-in 1120S S-corp coverage.
- Full 1040 workflow depth
- Full 1120S S-corp coverage
- Notice handling
- Operating rhythm
Control layer
Owner-governance, handoffs, QC, and delegation for firms with staff.
Entity path
Specialty technical coverage for partnerships, C-corps, nonprofits, and fiduciary work.
1065
$597.00
Partnership workflow, basis, allocations, and audit-defense support.
- Partner basis
- Allocations
- Capital accounts
- Audit-defense support
1120
$597.00
C-corp workflow, earnings and profits, compensation, and defense coverage.
- Earnings and profits
- Compensation
- Distributions
- Book-to-tax control
990
$597.00
Exempt-organization filing, governance, and defense coverage.
- Public support review
- Governance checks
- UBI awareness
- Schedule discipline
1041
$597.00
Estate and trust workflow, DNI, distributions, and fiduciary control.
- DNI framework
- Distributions
- Fiduciary accounting
- Beneficiary reporting
EA, representation & planning
Front-line EA workflow, formal IRS escalation, and annual planning.
EA
$495.00
EA-only operating system for notices, transcripts, and closeout.
- Weekly operating cycle
- Notice triage
- Transcript-to-action
- Escalation logic
REPRESENTATION
$247.00
Formal IRS-contact escalation and dispute-resolution workflow.
- Audit-response support
- Collections control
- Appeals workflow
- POA discipline
TAX PLANNING
$397.00
Annual planning cycle, memo templates, and implementation follow-through.
- Planning cycle
- Memo templates
- Projections
- Implementation review
Which product is right for you?
STARTER
Choose Starter if you are a new or light-volume preparer who needs intake, review, filing, and closeout discipline without the weight of a full operating system.
SOLOMost Popular
Choose Solo if you want the flagship small-firm operating system covering recurring 1040 work and full 1120S S-corp coverage in one lane.
AGENCY
Choose Agency when staff execution, handoffs, and QC are the real risk — not another prep package.
1065 / 1120 / 990 / 1041
Choose an entity edition when your practice handles partnership, C-corp, nonprofit, or fiduciary work that needs its own technical lane.
EA
Choose EA if you are an enrolled agent who needs a weekly operating cycle for notices, transcripts, and closeout.
REPRESENTATION
Choose Representation when the file has moved from routine support into a formal IRS dispute — audit, collections, or appeals.
TAX PLANNING
Choose Tax Planning when the work is about projections, memos, and implementation before filing.
WISP
WISP is a separate written security-plan lane. It is not bundled into any practice product.
Separate WISP Lane
Need a Written Information Security Plan?
WISP is not bundled into any practice product. It is a separate written security-plan product line with a free worksheet, starter template, DIY system, premium system, and completed package.
Every product is built to stack cleanly
Start with the product that matches the work today. Add entity, planning, agency, EA, or representation modules only when they solve a real practice need. Solo customers unlock lower expansion pricing on entity editions.