Pricing
Monthly pricing per client.
TaxWeave is the context layer tax firms run on. One place for client information, with skills that work on top. There are no seat charges.
The first 50 Founding Firms
See what 50% off costs for your firm.
Eligible Founding Firms receive 50% off for the first year, with a $50 monthly minimum. Standard pricing has a $99 monthly minimum. No seat charges. Confirm eligibility and availability with TaxWeave; this calculator does not reserve a spot.
Graduated bands apply: first 200 clients at $5, next 800 at $4, then $3 per client per month. After the first year, standard pricing applies. Ask us about current availability.
Standard pricing
| Clients | Monthly rate per client |
|---|---|
| First 200 | $5 |
| 201 to 1,000 | $4 |
| Above 1,000 | $3 |
Rates apply in graduated bands. A firm with 250 clients pays 200 × $5 + 50 × $4 = $1,200 per month before the founding firm discount.
The standard monthly minimum is $99.
Founding firm offer
The first 50 founding firms receive 50% off for the first year, starting at $2.50 per client per month with a $50 monthly minimum.
After the first 50 firms, new firms join the waitlist.
What is available
Client context, engagement status, and 1040 workpaper preparation are available now. Completed-return review and automatic engagement phase advancement are in development.
Google Sheets, CSV upload, Gmail, Google Drive, Outlook, and OneDrive are supported. TaxWeave does not file returns.
Request access
Request a founding spot and book an introductory call to decide whether TaxWeave fits your firm. Early access requires a short evaluation agreement after the call.
Bring a CSV or Google Sheet of your client list and access to the firm's email and document accounts. If setup runs longer than the 30-minute onboarding call, your first month is free.