Simple pricing for every use case

Start free. Pay only when you're getting value. No lock-in, no surprises.

Individual

Verify your own tax return

$29 /return
  • Full audit trail PDF export
  • Unlimited Q&A about your return
  • Federal + state verification
  • First return free
  • Shareable verification link
Verify free
Most Popular

Professional

Solo preparers & small firms

$99 /month
  • Up to 100 client verifications/mo
  • Branded client portal (your logo)
  • Client self-service Q&A
  • Share links & PDF exports
  • Email support
Start 14-day free trial

Firm

Multi-preparer firms with volume

$399 /month
  • Unlimited client verifications
  • Full white-label (custom domain)
  • Multi-preparer team accounts
  • Priority support + onboarding call
  • API access for integrations
Get started with your team

Frequently asked questions

What does "per return" mean for individuals?

One return = one tax year for one filer (or married filing jointly). Your first verification is always free — upload your documents, get the full audit trail, and only pay when you want to verify additional years or returns.

Can I brand the client portal with my firm's name?

Yes. On Professional plans you add your logo and firm name. On Firm plans you get full white-labeling including a custom domain (e.g., verify.yourfirm.com) so clients never see "BasilTax."

Is my clients' data safe?

All SSNs and PII are redacted before any AI processing. Data is encrypted at rest and in transit. We never sell, share, or use client data for model training. See our security page.

Can I cancel anytime?

Yes. Monthly plans have no contract. Cancel anytime and keep access through the end of your billing period. Your data is retained for 30 days after cancellation.

Do you file tax returns?

BasilTax is a verification and audit-readiness platform, not a filing service. We help you understand and prove what's already been filed — or catch errors before you file with another service.