Pricing
Priced per fund or per business, per month. Everything inside each is unlimited: investors, payees, QOZBs, users and forms. Every plan starts with a 14-day free trial, no card required.
Fund plan for Opportunity Zone funds
QOF sponsors, controllers and the CPAs who file for them.
- 90% asset test on every testing date, with the §1400Z-2(f) penalty
- QOZB tests and substantial-improvement clocks
- Each investor’s deferred gain and 2026 inclusion, Forms 8996 and 8997
- Investor portal links, statement packs and the deadline calendar
from $49
per fund per month
StarterUp to $5M of assets, 10 investors and one QOZ business$49 / mo
StandardUp to $10M of assets$98 / mo
LargeMore than $10M of assets$245 / mo
Or ten times the monthly price per year.Fund plan for real estate funds
Syndications and small real estate funds that owe investors statements and K-1s.
- Investor portal, capital-account ledger and statements
- K-1 delivery tracking with bulk PDF upload and investor download
- Distribution waterfall: preferred return, catch-up, hurdles
- §1031 45/180-day tracker and entity deadlines
Business compliance plan
Operating businesses, property owners and bookkeepers who pay contractors and file their own returns.
- W-9 collection links with e-signature, TIN checks and bulk TIN Matching files
- 1099-NEC and 1099-MISC with IRIS-ready CSV, recipient copies and corrections
- Form 7004 extensions and the federal deadline calendar
- IRS notice tracking with response deadlines
Firm workspace
CPA and administration firms running several clients’ funds, with 10 client funds included.
- Shared client list with owner, staff and viewer roles
- Every fund feature for each client fund
- One subscription for the firm instead of one per client
- Invite links and the audit trail of who changed what
One-time services
Single payments for one business, one fund or one report, bought from the page that produces the document. A subscription is not required.
| Service | Line | What you get | Price | Bought from |
|---|---|---|---|---|
| IRS penalty relief letters | Business compliance | First-time abatement, reasonable cause, the Rev. Proc. 84-35 small-partnership statement, the §6724 statement for 1099 penalties, an appeal, Form 843 and a cover sheet, built from the notice. | $199 per business | From the business’s Penalty letters page |
| Late 1099 catch-up filing | Business compliance | Prior-year 1099-NEC and 1099-MISC prepared for IRIS, with the penalty tiers worked out so you know what filing now saves. | $149 per business | From the business’s 1099 page |
| Sale deferral report | Real estate | Paying now, an Opportunity Zone fund, a §1031 exchange and an installment sale for one sale, side by side, as a report your CPA can work from. | $149 per report | From the free calculator’s result page |
| Working-capital safe-harbor plan | Opportunity Zone funds | Opportunity Zone fund add-on. | $349 per fund, one-time | The fund’s pages or Billing |
| Reasonable-cause statement | Opportunity Zone funds | Opportunity Zone fund add-on. | $299 per fund, one-time | The fund’s pages or Billing |
| Investor statement packs | Opportunity Zone funds | Opportunity Zone fund add-on. | $25 per investor per year | The fund’s pages or Billing |
| Tax-credit screener | Opportunity Zone funds | Opportunity Zone fund add-on. | $29 per fund per month | The fund’s pages or Billing |
| Featured listing | CPA firms | Featured placement for an adviser’s listing in the CPA and attorney directories. A flat placement fee, never a share of engagements; a basic listing is free. | $199 per firm per month | List your firm |
Questions
Is there a free trial?
Yes. Every account starts with a 14-day free trial of every plan, with no card required. You choose a plan from the billing page when the trial ends; nothing is charged before that.
Cancellation and refunds
Cancel any subscription any time from the Billing page in the app (Subscriptions, then Cancel subscription). You keep access until the end of the period you already paid for, and you are not charged again. We do not give prorated or partial refunds for the unused part of a month or year. One-time services are single payments with nothing to cancel, and they are non-refundable once the output is finalized or downloaded.
What counts as a fund or a business?
A fund is one entity you track in the app: an Opportunity Zone fund (priced by size: Starter $49, Standard $98 or Large $245 a month) or a real estate fund. A business is one filer with its own EIN that pays contractors or files Form 1065, 1120-S, 1120 or 1041. Each is priced on its own; unlimited investors, payees and users inside each.
What does "included during launch" mean?
A plan or add-on marked that way has no price switched on yet, so it is free for everyone until it does. When a price is switched on, what you already finalized stays yours; new finished output needs the purchase.
Are there per-form fees for 1099s?
No. The business compliance plan covers every 1099-NEC and 1099-MISC the business files for $49 a month, with no per-form charge, no recipient-copy charge and no higher price in January. Most e-file services charge per form and raise their rates in the last week of January.
Is the firm workspace a replacement for fund subscriptions?
The firm workspace is $249 a month for the firm, with 10 client funds included. Members’ own funds keep their own subscriptions or trials unless the firm subscribes for them.
Try everything for 14 days
No card required. The demo account shows two Opportunity Zone funds with real-looking numbers if you would rather look first.