TaxCaddy Pricing & Plans: How Much It Actually Costs? [2026]

Choosing the right client portal for your tax practice is a major decision, and understanding the true cost is the first step. If you’re considering TaxCaddy, its pricing can feel a bit confusing with base fees, per-client costs, and different plan tiers. This article breaks down TaxCaddy’s 2026 pricing and plans so you can accurately budget and decide if it's the right fit for your firm.

What is TaxCaddy, and Who Is It For?

TaxCaddy is a secure, cloud-based platform designed specifically for tax professionals to manage client communication and document exchange. Think of it as a digital hub where your clients can easily upload their W-2s, 1099s, and other tax documents, answer questions, and sign e-file authorizations. For the firm, it centralizes document collection, reduces the back-and-forth of email, and organizes everything needed to prepare a return—all in one place.

The platform is built to help solo practitioners, small accounting firms, and large CPA practices move away from inefficient paper organizers and unsecure email attachments. By creating a standardized, digital workflow, it aims to make tax season smoother for both your team and your clients.

TaxCaddy's Pricing Philosophy Explained

TaxCaddy’s pricing model is built around scalability. It’s designed to work for a solo preparer with a handful of clients just as well as it does for a firm managing hundreds of returns. This is achieved through a tiered subscription model, where you pay a base monthly or annual fee for a set number of features and client accounts. As your firm grows, you can move to a higher tier or pay for additional client slots.

There are three key components to their pricing structure:

• Base Subscription Fee: This is a recurring fee (usually monthly or annually) that gives you access to the platform and a package of core features. Most firms opt for annual billing, which typically includes a 10-15% discount compared to paying month-to-month.
• Per-Client Pricing: Once you exceed the number of clients included in your base plan, you’ll pay a small, additional fee for each extra client portal you need. This "pay-as-you-grow" model helps keep initial costs low for smaller firms.
• Tiered Feature Sets: Advanced features like custom branding, API access for integrations, and dedicated support are usually reserved for the higher-priced plans. This means you only pay for what you actually need.

Let's get into the specific numbers and what you get for your money in each plan.

A Detailed Breakdown of TaxCaddy’s 2026 Plans

TaxCaddy organizes its offerings into several distinct plans tailored to different firm sizes and needs. While they occasionally update the names and exact features, the structure generally remains consistent. Below is a breakdown of their typical plans as of 2026.

The Basic Plan: For Solo Practitioners and Small Firms

• Best For: Independent tax preparers, CPAs just starting their own practice, or very small firms with a limited number of 1040 clients.
• Starting Price: Approximately $50 per month.
• What’s Included: This entry-level plan provides the essential tools to get started with digital document collection. You typically get basic client portal access for around 25 clients, secure document sharing and storage, and a client-facing mobile app. It covers everything you need to eliminate paper organizers and messy email chains.
• Potential Additional Costs: The most common extra cost here is the per-client fee. If your client count grows beyond the 25 included, expect to pay between $2 and $5 for each additional client portal. For example, if you add 10 more clients, your monthly cost could increase by $20 to $50.

The Standard Plan: For Growing Firms

• Best For: Small to mid-sized firms with 50-200+ clients and a small team of preparers. This is the most popular plan for established practices that need more powerful workflow tools.
• Starting Price: Ranges from $100 to $150 per month.
• What’s Included: The Standard plan includes everything in the Basic plan but raises or removes the client limit—often offering unlimited client portals. It also introduces valuable task management features, allowing you to assign follow-up items to clients (e.g., "Upload missing 1099-B") and track their progress directly within the portal. Some integrations with popular tax software like Drake, Lacerte, or ProSeries may be included at this level.
• Potential Additional Costs: While client portals are often unlimited, some versions of this plan may apply a "per-return" or "per-client" fee after a very high threshold. Double-check the terms of your specific subscription. Custom branding and dedicated onboarding are typically not included and would require an upgrade.

The Premium/Enterprise Plan: For Large Firms and Custom Needs

• Best For: Large accounting firms, multi-office practices, and enterprise clients who require advanced features, customization, and high-touch support.
• Starting Price: Custom pricing, available only by requesting a quote. Expect this to be significantly higher and based on your firm’s specific size and requirements.
• What’s Included: This top-tier plan unlocks TaxCaddy’s full potential. You get everything from the Standard plan plus advanced features like custom branding (your firm’s logo and colors throughout the portal), API access for building custom integrations, enhanced security options, and a dedicated account manager for priority support and training. This plan is designed to be tailored to your firm’s unique workflows.
• Potential Additional Costs: Costs are entirely dependent on the negotiated contract, volume, and specific features requested. While the base subscription is higher, per-client fees may be lower at scale depending on the agreement.

Understanding the "Hidden" Costs of TaxCaddy

To accurately calculate your total investment, it’s important to look beyond the base monthly fee. Several factors can increase your final bill, so you’ll want to account for them in your budget.

1. Per-Client Fees Add Up Quickly
This is the most common surprise for new users. If you're on the Basic plan (25 clients included) and serve 60 clients during tax season, you'll pay extra for 35 of them. At an average of $3 per additional client, that's an extra $105 per month just for those users. Always calculate your anticipated client volume to estimate this cost accurately.

2. Setup and Onboarding Services
While TaxCaddy is user-friendly, implementing a new system across an entire firm takes time. Smaller firms can often set up independently using online resources. However, larger firms that need dedicated training sessions, workflow consulting, or data migration support may need to purchase an onboarding package, which can be a one-time fee.

3. Advanced Integrations
TaxCaddy integrates with many major professional tax preparation software packages. While basic integrations might be included in the Standard plan, deeper or more custom connections may require API access, which is only available on the Premium/Enterprise tier.

4. Custom Branding
If you want your client portal to look and feel like an extension of your own website—with your firm’s logo, colors, and branding—you’ll need the Enterprise plan. This is a powerful feature for establishing brand consistency but comes at a premium price.

How to Choose the Right TaxCaddy Plan for Your Firm

Your firm size, client type, and budget will determine the best choice. Ask yourself these questions to find the right fit:

• How many clients do you serve annually? If it’s under 50, the Basic plan might be sufficient. If you’re managing hundreds, the Standard plan’s unlimited portals offer better value.
• How important is brand consistency? If a custom-branded client experience is a priority, budget for the Enterprise plan. If not, the standard TaxCaddy interface works perfectly fine.
• What is your current tax software? Ensure your chosen TaxCaddy plan integrates smoothly with the tools you already use, like Drake Tax or ProSeries.
• How tech-savvy are your clients? TaxCaddy is generally straightforward for clients, but having task management features from the Standard plan can help guide them through the process more effectively.

A good rule of thumb is to start with the plan that covers your current needs and allows for a bit of growth. You can always upgrade as your firm expands.

Final Thoughts

TaxCaddy provides a scalable and secure solution for tax document management, with clear plans tailored to practitioners, small firms, and large enterprises. To determine the real cost, be sure to look past the base subscription fee and calculate the additional costs based on your specific client count and feature requirements, especially the per-client fees that can add up during tax season.

Once your documents are neatly organized in a portal like TaxCaddy, the next bottleneck is often tax research. Instead of spending hours sifting through dense regulations, we use Feather AI to get clear, citation-backed answers in seconds. It allows us to resolve complex client questions instantly by searching authoritative sources like the IRC and state tax codes, making our entire preparation process faster and more accurate.