Simple pricing. Serious Value.

Smarter tax planning for firms of any size.

30-day free trial

Starter

For smaller firms

$80 /seat/mo
Start free trial

Cancel anytime during your trial

  • Tax calculations, analysis & chat
  • Cross-book intelligence
  • Roth conversion tools
  • Equity compensation dashboard

Standard

For firms with $1B+ AUM

$125 /seat/mo
Schedule a demo
  • Tax calculations, analysis & chat
  • Cross-book intelligence
  • Roth conversion tools
  • Equity compensation dashboard
  • White glove onboarding
  • Basic integrations + modular workflows

Enterprise

For rapidly scaling firms, or $20B+ AUM

Custom
Talk to our team
  • Tax calculations, analysis & chat
  • Cross-book intelligence
  • Roth conversion tools
  • Equity compensation dashboard
  • White glove onboarding
  • 100% custom workflows + integrations
  • Dedicated reps for ongoing support
  • Usage and compliance reporting
  • Granular roles and permissions

Questions? hello@withworthy.com