Common Questions

Yes. There's no card and no time limit. Free saves your clients in your browser, so download a file to keep each one, or move up to Standard and they're saved to your account.

You add a card to start the 7-day trial. If you don't cancel before it ends, it becomes a paid Standard plan. You can cancel from Plan & Account.

There are two, and they work with any plan, Free included. The Tax Add-On ($5 a month) prices tax prep and planning. The Sales Calls Add-On ($9 a month) builds your sales call process, your intake form and a scorecard for your calls. Sales Calls with AI Connection ($15 a month) connects your own AI so it can coach you on each call. Add them from Plan & Account.

No. Full already connects to your own AI, so on Full the $9 Sales Calls Add-On includes the AI connection. If you ever move off Full, you'd switch to the $15 one to keep it.

Any time, from Plan & Account. If you cancel, you keep your plan until the end of what you paid for, then you're on Free.

No. You price from what you learn on the call and in the books. If you bill a client for their software, add it as a line.

On Free, in your browser on that computer. On Standard and Full, in your own account, so you can open them anywhere. You can download any client as a file whenever you want.

Only you. Each account can read only its own clients. Nothing gets sold, there are no ad trackers, and the Member Hub never shares client data.

Only if you connect your own. On Full, Recommend reads your documents with a built-in quick scan, or with your AI account if you connect one. With the Sales Calls add-on, you can connect your AI to coach you on your calls. Your AI key stays in your browser, and anything your AI writes is a draft for you to check. Nothing goes to a client unless you send it.

No. It's an estimate built from what you enter, and you decide what to charge. There's more in the Disclaimer.

Yes. Once you're signed in, Refer and Earn gives you your own link. You earn 10% of what each person you refer pays, before sales tax, for their first 12 months. Each payment waits 30 days in case of a refund, and payouts go out each quarter once you're owed at least $25. The full terms are in the Terms of Service.

Everyone needs their own account. You can share your task library and settings as a file so the whole team prices the same way.

You can turn on two-step sign-in with an authenticator app, and you're signed out after 30 minutes without activity. Each account reads only its own clients, and on a shared computer the next person to sign in can't see yours.

No. The calculator saves your work in your browser's storage, and the site counts page views with Cloudflare Web Analytics, which doesn't use cookies or track you across sites. There are no ad trackers. The Privacy Policy has the details.

Maybe. If you're just starting out and a subscription isn't doable yet, you can apply for a scholarship, which is a year of Standard or Full, free. Create a free account and apply from Plan & Account. The Scholarship page has more.

It's built to WCAG 2.2 AA and tested with a keyboard, screen readers, zoom, and light and dark mode. The details are in the Accessibility statement.

Inside the calculator, use Report a Problem, or email me at [email protected]. Please leave client files and client names out of it.