Pricing
One price per client. Your whole team included.
SendTax collects documents from your clients, sorts them, and keeps the list of what is still missing, so your staff don’t have to. You pay for the clients you serve, not the people on your team.
SendTax
For tax preparers and the firms they work in.
$9per client, per tax year
- Your first 10 clients free, once
- No per-user fee: add your whole staff
- No setup fee and nothing to install
- Works alongside the tax software you file in
The founding pilot
Sign-ups aren’t open yet. We’re taking a small number of firms for tax season 2027, and pilot firms use SendTax free through April 15, 2027.
- What you get
- SendTax free through April 15, 2027 for up to 50 clients, extensions included. Half price for your first paid tax year.
- What we ask
- Three 20-minute feedback calls (January, March and May) and a two-line check-in each week during the season.
- Who it’s for
- Enrolled agents and firms of one to five preparers filing in ProSeries, Drake, TaxSlayer or TaxAct.
Savings calculator
What document chasing costs your firm
Enter your own numbers. The estimate compares the time your team spends collecting documents today with what SendTax would cost.
Estimated savings, first tax year
$13,290
$13,200 each tax year after that.
- Clients
- 200
- Hours spent chasing documents
- 200
- Hours per person
- 100
- What those hours cost
- $15,000
- SendTax, first tax year
- $1,710
- SendTax, each year after
- $1,800
Assumes SendTax takes over document chasing. Priced at $9 per client per tax year, with your first 10 clients free. Founding pilot discounts are not included.
Referrals
Refer a firm, earn SendTax credit
When a firm you refer pays for its first tax year, we add credit to your SendTax account. The credit goes toward your next bill.
Ask the firm to name yours under “How did you hear about us?” when they apply.
Questions
Common questions
- What counts as a client?
- A client is one household you collect documents from in a tax year. A married couple filing jointly is one client.
- How do the free clients work?
- Your firm’s first 10 clients are free. This is a one-time allowance, not 10 free clients every year. After that, each client is $9 per tax year.
- Do I pay for staff accounts?
- No. Add as many preparers and staff as you need at no cost. You pay only for clients.
- Can I sign up today?
- Not yet. Sign-ups aren’t open. We’re taking a small number of firms into the founding pilot for tax season 2027.
Join the founding pilot
Free through April 15, 2027. A person reads every application.