Simple, transparent pricing
Start free, upgrade when your firm is ready. New firms get a 14-day free trial of Pro — nothing charged until the trial ends, cancel anytime.
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 Free, 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 — on your firm's own API key | |||
| AI Assistant (Tax Research) | |||
| Document Organizer (AI) | |||
| Excel Magician (AI) | |||
| Auto Reviewer (AI) | |||
| Communication | |||
| Email Integration (Gmail/Outlook) | |||
| Secure Messaging | |||
| Client Portal | |||
| AI Email Drafts | |||
| AI Document-Request Drafting | |||
| 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 | |||
Every AI feature runs on your firm's own API key (Google Gemini by default; Anthropic Claude and OpenAI supported) — your client data goes directly to your AI provider under your firm's own agreement, never pooled through ours.
What we never charge for
Practice-management pricing is famous for line-item surprises. Wippy's price is the seat price — these never show up on your bill:
Fair-use backstops exist so one firm can't exhaust the platform — 100 GB of document storage and 2,000 outbound emails per day on Pro (smaller allowances on Free). They cap, they never bill: there are no overage charges.
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
Ready to streamline your practice?
Start on the Free plan today — returns, time, clients, and the portal, all in one place. Upgrade to Pro whenever your firm is ready.
Get Started Free