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What does AI tax planning software cost?

Quick answer · Updated Oct 29, 2026 · Prices checked against each vendor's own site.

AI tax planning software ranges from $19 a month to $397 a month, with two tools that cost nothing extra if you already own the right software. All eight tools in the Tax Planning & Projection AI category are below, with prices read on the vendors' sites in October 2026.

Posted prices

  • Tax Planner Pro: starting price $19/mo per its own comparison table; Nova, the AI tax-planning agent, comes with the Max AI plan at $49/mo. Built by a CPA for advisors and solo CPAs and EAs: upload a return, get federal, all-50-state and Roth-conversion scenarios from a 75-strategy library. First client free.
  • Holistiplan: $749/yr for Basic Tax (30 households). OCR reads a 1040 or IRS transcript into a tax report, then models scenarios, projections and Roth conversions. Free trial.
  • TaxPlanIQ: $397/mo. Bulk-upload 1040s and let jAIne, its AI assistant, flag savings strategies; AI writes the projection narratives and branded client proposals.
  • Instead: the platform (e-file, print, unlimited users and entities) is free; the AI agent runs on credits from $30 each on an annual agreement, with a credit estimate shown before each run. 1,500-plus strategies, quarterly estimates and IRS-resolution workpapers.

No additional cost with software you have

  • Intuit Tax Advisor: included with ProConnect Tax (which needs the $210/user/yr User Access) or Lacerte Fast Path; builds strategies and plans from the return data already in the software.
  • TaxTrex: free for accountants and advisors, with Swanson Reed reviewing each R&D credit claim for a capped fee; a Do It Yourself plan is $375/mo.

Quoted or priced per taxpayer

  • CCH Axcess iQ: predictive intelligence that matches tax-law events to the affected clients in CCH Axcess and drafts the letter; quoted.
  • TaxRock: IRS account monitoring and notice decoding with Rocky, its AI assistant; professionals pay per taxpayer monitored, quoted, while individual plans post at $9.99/mo.

Related

Several research tools run projections too: CPA Pilot (from $29/mo) produces planning reports, Hive Tax ($79/mo) has a planning assistant, and TaxGPT (quoted) runs a tax-planning agent.

Quick answers

What is the cheapest AI tax planning software?

Tax Planner Pro lists a $19/mo starting price with its Nova AI agent on the $49/mo plan, and Instead's platform is free with agent credits from $30. Intuit Tax Advisor is included with ProConnect Tax or Lacerte.

Which tax planning tools read the 1040 with OCR?

Holistiplan ($749/yr) reads returns and IRS transcripts, Tax Planner Pro uploads a return with OCR credits, TaxPlanIQ ($397/mo) bulk-uploads 1040s, and Instead extracts K-1s, W-2s and 1099s.

Is there AI that watches clients' IRS accounts between seasons?

TaxRock connects to clients' IRS accounts for continuous monitoring and notice decoding, priced per taxpayer for professionals; NoticeNinja reads and routes incoming notices for firms with volume.

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