Simple, transparent pricing
Start free, upgrade when your firm is ready. Pro plan includes a 14-day free trial.
Free
For solo practitioners and small firms
Free forever
What's included
Pro
For growing firms that need automation
Billed at $662/user/year
Everything in Starter, plus
Enterprise
For large firms with custom needs
Tailored to your firm
Everything in Professional, plus
Compare plans in detail
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Core Workflow | |||
| Client & Entity Management | |||
| Return Status Tracking | |||
| E-File Tracking | |||
| Checklists & Templates | |||
| Lacerte / CSV Import | |||
| Time & Billing | |||
| Time Tracking | |||
| AI Time Entry Parsing | |||
| Invoicing & Payments | |||
| Recurring Invoices | |||
| Contract Labor Billing | |||
| AI Tools | |||
| AI Assistant (Tax Research) | Basic | Full | Unlimited |
| Document Organizer (AI) | 100/mo | Unlimited | |
| Excel Magician (AI) | 50/mo | Unlimited | |
| Auto Reviewer (AI) | 50/mo | Unlimited | |
| Automated Workflows | |||
| Communication | |||
| Email Integration (Gmail/Outlook) | |||
| Secure Messaging | |||
| Client Portal | |||
| AI Email Drafts | |||
| Reporting & Admin | |||
| WIP Dashboard | |||
| Firm Analytics & Reports | |||
| Preparer Productivity | |||
| Client Profitability | |||
| Custom Positions & Roles | |||
| Audit Trail | |||
| Security & Support | |||
| AES-256 Encryption | |||
| Two-Factor Authentication | |||
| ClamAV Virus Scanning | |||
| Priority Support | |||
| Dedicated Account Manager | |||
| SLA & Uptime Guarantee | |||
Everything your firm needs
Time Tracking
Daily, weekly, and monthly views with AI-powered time entry parsing. Just type what you worked on.
Client Management
Organize clients and entities across all return types: 1040, 1065, 1120S, 1120, 1041, 990, and more.
Secure Portal
Encrypted client portal for document exchange and messaging. AES-256 at rest, TLS in transit.
AI Organizer
Upload client documents and let AI classify, extract, and organize them into your workflow.
Excel Magician
AI-powered spreadsheet analysis that understands tax data and generates insights automatically.
Reports & Analytics
Firm-wide dashboards for WIP, realization rates, deadlines, and team productivity.
Security is not an add-on
Every Wippy plan includes AES-256 encryption, two-factor authentication, httpOnly session cookies, ClamAV virus scanning, and complete audit trails. Your clients' data is protected from day one.
Frequently asked questions
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