Flat pricing for tax pros. $0 platform fee.
One branded client portal for intake, engagement e-signature, payments, documents, and scheduling. Annual Solo $119/mo, Firm $239/mo. Monthly $149/$299. No free trial — 30-day money-back guarantee.
Annual or monthly — what do I actually pay?
Billed annually, Solo is $119/mo and Firm is $239/mo; billed monthly, Solo is $149/mo and Firm is $299/mo. Same product either way — annual just saves about 20%. Enterprise is custom: a sales conversation, not a checkout page, and no card at signup.
Solo
For solo preparers who want a branded, automated client flow.
billed annually · $149/mo billed monthly
- Branded portal on your own {firm}.portl.tax subdomain
- Guided intake → engagement e-sign → payment
- Documents, scheduling, and automated reminders
- Bilingual client experience (EN/ES)
- Card + Apple Pay client payments
- $0 PORTL platform fee
Firm
For multi-preparer firms that want one flat price, not per-seat math.
billed annually · $299/mo billed monthly
- Everything in Solo
- Unlimited preparers and admins
- Per-preparer pipelines and branding
- Team scheduling and workload views
- Priority support
- $0 PORTL platform fee
Enterprise
Franchises, national brands, and high-volume firms.
No card. A sales conversation first — hello@portl.tax.
- Everything in Firm
- Custom onboarding and migration
- SLA and dedicated support
- Volume and multi-entity billing
30-day money-back guarantee.
No free trial, because a half-empty trial portal tells you nothing. Run your real season on PORTL for 30 days — if it is not a fit, email support@portl.tax and we refund you. No contracts, no cancellation fee.
Frequently asked questions
How does the 30-day money-back guarantee work?
Run your real client flow for 30 days. If PORTL is not a fit, email support@portl.tax within the window and we refund you. No contracts, no cancellation fee.
Is there a free trial?
No free trial. Instead you get a 30-day money-back guarantee, because a half-empty trial portal tells you nothing — a live portal with real clients does.
Do you take a cut of my client payments?
No. PORTL's platform fee is $0. Client payments run through your own Stripe Connect account and pay out directly to the firm — PORTL never holds your money. You pay only standard Stripe processing on card and Apple Pay; Zelle, Cash App, and cash are recorded offline.
What is the difference between annual and monthly billing?
Same product, better math. Annual Solo is $119/mo (billed annually), monthly Solo is $149/mo. Annual Firm is $239/mo, monthly Firm is $299/mo.
Is Firm really unlimited preparers?
Yes. Firm is a flat price for the whole firm — add preparers and admins without the bill growing.
What does Enterprise cost?
Custom. No card, just a sales conversation — email hello@portl.tax and we scope it to your firm.
Can I switch plans later?
Yes. Upgrades apply immediately and are prorated; downgrades apply at the next billing cycle.
Is there an off-season option?
Yes — a $10/mo maintenance plan pauses the full product (outreach, pipeline machine) while keeping your account, clients, branding, and data. Resuming restores your previous Solo or Firm plan.
Get your clients signed, paid, and booked — in one link.
Onboarding takes about 60 minutes and we do it with you, live. Activate today and your branded portal is ready before the weekend.