1import{j as e,e as N,L as c,h as Z,N as ee}from"./react-vendor-B26IjxJ5.js";import{M as O,a as R}from"./MarketingLayout-D2LTgsau.js";import{F as re}from"./FaqAccordion-FU_rHis7.js";import{P as m,a as ae,f as se,p as F}from"./publicPrice-c613pwwS.js";import{j as te,n as ie,bk as E,M as h}from"./index-CUgtcqzO.js";import{u as B,a as C}from"./useJsonLd-Bnu-ALp5.js";import"./icons-BS2fxmBF.js";import"./Logo-BeFQUE1g.js";import"./taxably-icon-blue-lvCnnkMv.js";import"./forms-Cn5uAsrK.js";import"./clerk-DfxuuuMg.js";import"./sentry-DRLhHQ33.js";const ne=[100,500,1e3];function oe(a,r,s){switch(a.kind){case"published":{const n=Math.max(0,r-(s?a.trialReturns:0)),t=n*a.ratesCents[r];return{kind:a.kind,lowCents:t,highCents:t,billedReturns:n}}case"historical":return{kind:a.kind,lowCents:r*a.lowRateCents,highCents:r*a.highRateCents,billedReturns:r};case"setup":return{kind:a.kind,lowCents:a.lowFeeCents,highCents:a.highFeeCents,billedReturns:r};case"credits":return{kind:a.kind,lowCredits:r*a.lowUnits,highCredits:r*a.highUnits};case"quote":return{kind:a.kind}}}function le(a,r){const s=r?Math.min(a,m.freeClients):0,n=Math.max(0,a-s),t=n*m.perReturnCents,i=12*m.firmMonthlyCents;return{freeClients:s,billedReturns:n,returnCents:t,firmFeeCents:i,totalCents:t+i}}function d(a,r=0){return(a/100).toLocaleString("en-US",{style:"currency",currency:"USD",minimumFractionDigits:r,maximumFractionDigits:r})}const de="text-apple-blue underline underline-offset-4 focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-4",g="text-sm leading-relaxed text-apple-ink-muted-80";function U({volume:a,includeFreeUsage:r,onVolumeChange:s,onFreeUsageChange:n,competitor:t}){return e.jsxs("div",{className:"rounded-2xl bg-apple-parchment border border-apple-hairline p-5 sm:p-6 space-y-5",children:[e.jsxs("fieldset",{children:[e.jsx("legend",{className:"text-sm font-semibold mb-3",children:"Returns to process in one year"}),e.jsx("div",{className:"flex flex-wrap gap-2",children:ne.map(i=>e.jsxs("button",{type:"button","aria-pressed":a===i,onClick:()=>s(i),className:`rounded-full border px-5 py-2.5 text-sm font-semibold transition-colors focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-4 focus-visible:outline-apple-blue ${a===i?"bg-apple-blue text-white border-apple-blue":"bg-apple-canvas border-apple-hairline hover:border-apple-blue"}`,children:[i.toLocaleString("en-US")," returns"]},i))})]}),e.jsxs("div",{children:[e.jsxs("label",{className:"inline-flex items-start gap-3 text-sm font-medium cursor-pointer",children:[e.jsx("input",{type:"checkbox",checked:r,onChange:i=>n(i.target.checked),className:"mt-0.5 h-4 w-4 shrink-0 accent-apple-blue focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-4"}),"Apply available free allowances and trial returns"]}),e.jsxs("p",{className:`${g} mt-2 max-w-3xl`,children:["Assumes ",m.freeClients," eligible free clients at Taxably.",!t||t.slug==="taxably-vs-stanfordtax"?" Includes five trial returns at StanfordTax.":"",!t||t.slug==="taxably-vs-juno-tax"?" Juno's five trial preparations do not reduce the illustrated package purchases.":""," ","Clear this option if those allowances are unavailable."]})]}),e.jsx("p",{className:`${g} border-t border-apple-hairline pt-4`,children:"One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance."})]})}function S({volume:a,includeFreeUsage:r}){const s=le(a,r);return e.jsxs("div",{className:"space-y-2","aria-label":"Taxably annual budget",children:[e.jsx("p",{className:"text-xs font-semibold text-apple-blue",children:"Calculated annual cost"}),e.jsx("p",{className:"text-2xl font-semibold tracking-tight tabular-nums",children:d(s.totalCents)}),e.jsxs("p",{className:g,children:[s.billedReturns.toLocaleString("en-US")," paid returns Ã"," ",d(m.perReturnCents)," + 12 Ã"," ",d(m.firmMonthlyCents),"."]}),e.jsxs("p",{className:g,children:[d(s.totalCents/a,2)," per return across"," ",a.toLocaleStr
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An illustrative mix of 70% one-credit, 20% two-credit and 10% three-credit returns uses ${w(r*14/10)} credits.`;break;case"quote":b="Current dollar estimate unavailable",y="Quote needed",v=t.kind==="quote"?t.formula:"";break}return e.jsxs("div",{className:"space-y-2","aria-label":`${a.displayName} budget estimate`,children:[e.jsx("p",{className:`text-xs font-semibold ${i.kind==="published"?"text-apple-blue":"text-apple-ink-muted-80"}`,children:b}),e.jsx("p",{className:"text-xl font-semibold tracking-tight tabular-nums break-words",children:y}),e.jsx("p",{className:"text-sm font-medium",children:t.scope}),e.jsx("p",{className:g,children:v}),n?e.jsx("p",{className:`${g} pt-2`,children:t.note}):e.jsxs("details",{className:`${g} pt-1`,children:[e.jsx("summary",{className:"cursor-pointer text-apple-ink font-medium focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-4",children:"Assumptions and limits"}),e.jsx("p",{className:"mt-2",children:t.note})]}),e.jsxs("a",{className:`${de} text-sm inline-block mt-2`,href:P.url,target:"_blank",rel:"noopener noreferrer",children:[t.kind==="historical"?"Dated price sheet":"Source for this estimate",e.jsxs("span",{className:"sr-only",children:[" ","for ",a.displayName," (opens in a new tab)"]})]})]})}const M="2026-09-30",j="September 30, 2026",Y=te,ce=ie("/download"),T="Document organization and prep sheets",z=`${F(m.perReturnCents)} per return`,W=`${F(m.firmMonthlyCents)} monthly firm fee`,_=ae(),H=se(),G="Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow.",pe=`Published by Taxably. Reviewed ${j} using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to ${Y}.`,D={intake:"Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents.",output:"A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention.",software:"Works alongside your tax software. Does not enter figures into it or e-file returns.",review:"Your preparer checks the source documents, resolves open items, and prepares the return.",data:"Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups."},k=[{slug:"taxably-vs-stanfordtax",displayName:"StanfordTax",category:"Intake, workpapers, and delivery",summary:"Client questionnaires, document organization, and return delivery in one platform.",overview:"StanfordTax helps firms collect client answers, assemble workpapers, and deliver completed returns. Its current offering includes document diagnostics, PDF splitting, annotations, and electronic signatures, alongside its Karbon integration.",pricing:{status:"Published rate",headline:"$18 per return",basis:"Premium; unlimited firm users",details:["Premium has no minimum purchase or implementation fee. Credits do not expire.","Enterprise starts at $25 per return, with a 5,000-client minimum and implementation from $10,000.","A free trial covers five returns; no credit card is required."],sourceId:"pricing"},budget:{kind:"published",ratesCents:{100:1800,500:1800,1e3:1800},trialReturns:5,sourceId:"pricing",scope:"Premium usage",note:"Uses the $18 Premium rate, not Enterprise. With free usage selected, five trial returns count toward the chosen volume; otherwise every return is paid. No seat or implementation fee is listed for Premium."},workflow:{intake:"Personalized questionnaires, passwordless client links, checklists, and reminders.",output:"Organized workpapers plus client delivery, return summaries, and signatures.",software:"Lists major tax platforms and a Karbon integration. Confirm the particular data flow your firm needs.",review:"Your team reviews and signs off on documents inside its workpaper tools.",data:"Client information and documents are handled in StanfordTax's online workflow."},strengths:["A coordinated client intake and delivery experience.","Document-level review tools, calculations, and sign-offs.","A published Premium rate without seat fees or minimums."],considerations:["Decide whether you need client-facing intake and delivery as well as workpapers.","Enterprise commitments differ substantially from Premium."],chooseThem:"You want to manage client questionnaires, workpapers, and final delivery together.",chooseTaxably:"You want a prep sheet from the folders you already use, without introducing another client intake workflow.",currentNote:"Premium is now listed at $18 per return. The product covers intake, workpapers, and delivery, beyond the older organizer-
1only description.",faqs:[{q:"Does StanfordTax require clients to create an account?",a:"Its website describes passwordless client links. Evaluate that experience with your clients when comparing it with Taxably's folder-based intake."},{q:"Are the two prices for the same service?",a:"No. StanfordTax includes client-facing intake and delivery. Taxably focuses on the prep sheet before return preparation. Compare the work you need covered as well as the rate."}],sources:[{id:"pricing",label:"Pricing and trial",url:"https://stanfordtax.com/pricing",covers:"Premium and Enterprise rates, minimums, implementation, and trial."},{id:"product",label:"Product and integrations",url:"https://stanfordtax.com/",covers:"Client intake, workpapers, review tools, delivery, and listed platforms."}]},{slug:"taxably-vs-taxgpt",displayName:"TaxGPT",category:"Research, review, and preparation",summary:"Tax research and writing, return review, and agents that work in existing tax software.",overview:"TaxGPT combines web-based research, drafting, client context, and return review with Cowork, a desktop assistant. Pro includes research and review tools; Pro Plus adds Cowork and tax preparation. Access to a tool and the credits used to run it are separate budgeting questions.",pricing:{status:"Quote required",headline:"Custom plan pricing",basis:"Pro, Pro Plus, and Enterprise",details:["The current pricing page publishes no dollar rates.","A quote depends on team size, client volume, and required capabilities.","Agent Andrew and Cowork use purchased credits. Confirm included credits, additional-credit pricing, and preparation access in your quote."],sourceId:"pricing"},budget:{kind:"quote",sourceId:"credits",scope:"Plan plus usage credits",formula:"Quoted annual plan + additional usage credits + any onboarding charges",note:"The current plan price and dollar price of credits are unpublished. Agent Andrew and Cowork use credits; Cowork charges depend on task scope. A research subscription alone is not a preparation budget."},workflow:{intake:"Document analysis and connections to existing document tools; preparation agents work inside tax software.",output:"Cited research, draft communications, review findings, and preparation work depending on plan.",software:"Lists Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte for Cowork. Confirm your workflow in a demo.",review:"Agent Andrew reviews returns; the firm retains professional review and sign-off.",data:"An online service with US data processing and a vendor-stated no-training policy."},strengths:["Research and writing alongside client-specific work.","Return review and preparation in a wider set of workflows.","Connections to existing tax and document software."],considerations:["Preparation and Cowork are plan-dependent.","Obtain a current quote instead of relying on older monthly prices."],chooseThem:"You want research, drafting, review, or agents working inside your tax software.",chooseTaxably:"Your immediate need is to organize client folders into a prep sheet at a published usage price.",currentNote:"The August 2026 help articles confirm purchased credits for Agent Andrew and Cowork. Cowork estimates credits by task scope before starting; the final charge follows the work completed. Current plan and credit dollar rates require a quote.",faqs:[{q:"Is TaxGPT only a tax chatbot?",a:"No. Its current product pages describe preparation and workflow agents as well as research, writing, and review."},{q:"Can Taxably and TaxGPT be used together?",a:"They can serve different needs. A firm could use Taxably for prep sheets and TaxGPT for research. That does not imply a direct integration between the two products."}],sources:[{id:"pricing",label:"Current plans",url:"https://www.taxgpt.com/pricing",covers:"Plan names, included tools, pricing approach, and data statements."},{id:"prep",label:"Tax preparation",url:"https://www.taxgpt.com/ai-tax-preparation",covers:"Agent workflow, existing-software operation, and professional review."},{id:"credits",label:"Usage credits (August 2026)",url:"https://support.taxgpt.com/en/articles/16517566-what-are-taxgpt-credits",covers:"Purchased credits for Agent Andrew and the Cowork desktop app."},{id:"cowork-billing",label:"Cowork credit estimates and charges",url:"https://support.taxgpt.com/en/articles/16517624-how-credits-work-in-taxgpt-cowork",covers:"Task-scope estimates, completion-based charging, and revisions."}]},{slug:"taxably-vs-filed",displayName:"Filed",category:"Firm-wide preparation and review",summary:"Preparation, review, planning, and workpapers under a plan sized to the firm's client book.",overview:"Filed combines tax preparation, review, planning, leadsheets, and binders. Its Prowor
1k interface brings assistance into existing firm tools, while firm-specific instructions carry across engagements.",pricing:{status:"Quote required",headline:"Flat monthly firm plan",basis:"Custom price based on total taxpayers",details:["Pro and Enterprise include all users and products; Filed says it does not charge per seat, return, or credit.","Pro lists an eight-week onboarding program and a 60-day money-back guarantee.","Enterprise adds support, security, integration, and on-premise deployment options. The site describes a multi-year partnership with pricing that reflects the year of the relationship; confirm the full commitment and renewal price."],sourceId:"pricing"},budget:{kind:"quote",sourceId:"pricing",scope:"Whole-firm contract",formula:"12 Ã quoted monthly firm fee + any separately quoted implementation charges",note:"The fee is scoped to the whole client book, not just returns run through the tool. Confirm the full contract term and year-two price. Monthly billing does not establish a month-to-month commitment."},workflow:{intake:"Uses documents and context from the firm's existing workflow.",output:"Prepared returns, review findings, planning work, leadsheets, and binders.",software:"Lists Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS.",review:"Your preparers and reviewers work with the platform and approve the resulting work.",data:"Deployment depends on the plan; Enterprise advertises an on-premise option."},strengths:["Multiple stages of tax work covered in one agreement.","Firm-specific instructions and integrated workpapers.","Firm-wide access without separate per-user pricing."],considerations:["Budget for onboarding and adoption across the team.","Ask for live support for your return types, states, and prior years."],chooseThem:"You want to adopt a broader preparation, review, and planning platform across your firm.",chooseTaxably:"You want to improve document organization while keeping preparation and review in your existing process.",currentNote:"Filed now describes a flat monthly firm plan. Older per-return price comparisons and descriptions limited to data entry do not represent this offering.",faqs:[{q:"Does Filed charge for every return?",a:"Its current pricing FAQ says the monthly plan is scoped to the firm's client book and has no per-return, per-seat, or credit charges. Request the exact scope in writing."},{q:"Does Filed replace tax software?",a:"Filed describes working inside existing tax software. Taxably also sits alongside your tax software, but produces prep
1sheets rather than populating returns."}],sources:[{id:"pricing",label:"Plans and terms",url:"https://www.filed.com/pricing",covers:"Pro and Enterprise, onboarding, guarantee, deployment, and software coverage."},{id:"model",label:"Pricing FAQ",url:"https://www.filed.com/faq/how-does-filed-pricing-work",covers:"Flat monthly pricing and included firm access."},{id:"product",label:"Platform overview",url:"https://www.filed.com/",covers:"Preparation, review, planning, workpapers, and firm instructions."}]},{slug:"taxably-vs-juno-tax",displayName:"Juno Tax",category:"Preparation, review, and advisory",summary:"Source documents to workpapers and tax software, with review and advisory tools included.",overview:"Juno combines Preparer, Binder, Reviewer, and Advisor. It supports individual and business return workflows, maps figures back to source documents, and sends approved data to supported tax software.",pricing:{status:"Public calculator",headline:"$50 per return",basis:"At a 100-return purchase",details:["The live pricing calculator shows $49 at 500 returns and $48 at 1,000. At 2,500 or more, it switches to custom pricing.","Volume discounts apply to the first order only. New-customer purchases are valid for one year; five trial preparations are offered.","The pricing selector is used here. Juno's separate ROI calculator currently uses different discount assumptions."],sourceId:"pricing"},budget:{kind:"published",ratesCents:{100:5e3,500:4900,1e3:4800},trialReturns:0,sourceId:"pricing",scope:"First-order return package",note:"Uses the active purchase selector: $50 at 100, $49 at 500, and $48 at 1,000. The selector sells in 100-return steps, so the five trial preparations do not reduce these illustrated package purchases. First-order discounts and the one-year new-customer usage period apply; renewal pricing needs confirmation."},workflow:{intake:"Source-document uploads and connections to practice and document management tools.",output:"Workpapers, prepared data, source-to-return review findings, and advisory support.",software:"Lists Drake, Lacerte, ProConnect, and CCH Axcess. Business workflows include QuickBooks and Xero.",review:"Your firm validates figures and approves the transfer to its tax software.",data:"Online document processing. Juno states no model training on client data and no vendor-provided manual review."},strengths:["Preparation and source-linked review in one workflow.","Business and individual returns at the same stated rate.","Advisory tools included with the preparation platform."],considerations:["Confirm renewal rates and usage periods before buying volume.","Test the supported fields and return types in your particular tax software."],chooseThem:"You want preparation data sent into tax software, with review and advisory tools in the same product.",chooseTaxably:"You want a prep sheet from existing folders while your team keeps responsibility for entering the return.",currentNote:"The live pricing selector now starts at $50 for 100 returns. Business-return support and Binder are part of the current product offering.",faqs:[{q:"Is Juno only for individual returns?",a:"No. Its business-return page lists Forms 1120, 1120-S, and 1065, including accounting-data mapping and review."},{q:"Does Juno provide a human reviewer?",a:"Its trust page says only the firm's team handles manual review. Reviewer is a software product, distinct from a preparation service staffed by EAs or CPAs."}],sources:[{id:"pricing",label:"Live pricing calculator",url:"https://juno.tax/pricing",covers:"Pricing selector checked at 100, 500, 1,000, and 2,500 returns; purchase and trial terms."},{id:"product",label:"Product overview",url:"https://juno.tax/",covers:"Preparation, Binder, source-linked review, and software connections."},{id:"business",label:"Business returns",url:"https://juno.tax/business-returns",covers:"Return types, accounting connections, and equal pricing by return type."},{id:"trust",label:"Trust and data handling",url:"https://juno.tax/trust",covers:"No-training statement and distinction between software and human review."}]},{slug:"taxably-vs-sureprep",displayName:"SurePrep",category:"Scan-and-populate and workpapers",summary:"Thomson Reuters' 1040SCAN and SPbinder tools for document organization and tax data entry.",overview:"The SurePrep comparison covers 1040SCAN and SPbinder within Thomson Reuters' tax workflow products. 1040SCAN organizes documents and sends supported data to tax software;
1 SPbinder provides workpaper and review tools.",pricing:{status:"Quote required",headline:"Contact Thomson Reuters",basis:"Product and service scope determine the quote",details:["The reviewed official product pages do not publish a current dollar rate.","Request an itemized quote for 1040SCAN, SPbinder, verification services, and any additional intake or delivery products.","Check minimums, volume commitments, and onshore or offshore service choices in the order."],sourceId:"product"},budget:{kind:"historical",lowRateCents:4e3,highRateCents:4500,sourceDate:"May 2024",sourceId:"historical-pricing",scope:"1040SCAN PRO / PRO+ list rates",note:"The official May 2024 renewal sheet lists PRO at $40 and PRO+ at $45 per return. These are two editions, not the bounds of a current quote. Excludes integration surcharges, added products, verification and outsourcing; no 2026 rate is inferred."},workflow:{intake:"Uploaded documents or a connected client-document workflow such as TaxCaddy.",output:"Indexed workpapers, supported tax-data export, and SPbinder review tools.",software:"Current support documentation lists GoSystem Tax RS, UltraTax CS, Lacerte, and CCH Axcess Tax. Document organization and binder services can also be used with other tax software without direct data export.",review:"Firm review, with optional 1040SCANverify services. The service terms distinguish onshore and offshore offerings.",data:"Hosted document processing with local software components; staff access depends on the purchased service."},strengths:["An established document-to-tax-software workflow.","Dedicated workpaper organization and review tools.","Options for software automation and verification services."],considerations:["Specify exactly which products and verification services the quote includes.","Separate document organization, data export, human verification, and outsourced preparation when comparing prices."],chooseThem:"You need supported tax-data export and a structured binder workflow, potentially with verification services.",chooseTaxably:"You want a PDF prep sheet usable alongside any tax software, with a public usage price.",currentNote:"SurePrep's current support pages confirm four tax-software connections, including Lacerte and CCH Axcess. An official May 2024 renewal price sheet is available as a historical benchmark; a current purchase still needs a quote.",faqs:[{q:"Is SurePrep limited to Thomson Reuters tax software?",a:"No. Current support documentation lists GoSystem Tax RS, UltraTax CS, Lacerte, and CCH Axcess Tax. 1040SCAN ORGANIZE and SPbinder can also support document workflows with other tax software; that does not imply direct data export to every product."},{q:"Is verification the same as outsourcing a return?",a:"No. The product-specific terms distinguish document-data verification from return-preparation outsourcing. Compare the particular service being purchased."}],sources:[{id:"product",label:"1040SCAN overview",url:"https://tax.thomsonreuters.com/en/products/1040scan",covers:"Product scope and contact-based sales; no public dollar price found."},{id:"features",label:"Features and integrations",url:"https://tax.thomsonreuters.com/en/products/1040scan/features",covers:"Document intake, SPbinder, and currently highlighted tax software."},{id:"terms",label:"Product-specific terms (PDF)",url:"https://tax.thomsonreuters.com/content/dam/ewp-m/documents/thomsonreuters/en/pdf/other/sureprep-pst.pdf",covers:"Hosted and local components; verification and outsourcing service distinctions."},{id:"connections",label:"Supported tax software",url:"https://www.thomsonreuters.com/en-us/help/sureprep/users-groups-permissions/tax-file-activation",covers:"GoSystem Tax RS, UltraTax, Lacerte, and CCH Axcess Tax support."},{id:"other-software",label:"Services with other tax software",url:"https://www.thomsonreuters.com/en-us/help/sureprep/1040scan/1040scan-versions/sureprep-service-types",covers:"Document organization and SPbinder without a supported tax-software connection."},{id:"historical-pricing",label:"Official renewal price sheet (May 2024 PDF)",url:"https://corp.sureprep.com/wp-content/uploads/SurePrep-Renewal-Pricing-2024.pdf",covers:"Dated PRO and PRO+ list prices and separate surcharges; not a 2026 price list."}]},{slug:"taxably-vs-soraban",displayName:"Soraban",category:"Intake through return delivery",summary:"Collect, Prepare, Connect, and Deliver cover client intake, workpapers, data entry, and delivery.",overview:"Soraban's current product range links client collection with workpaper preparation, tax-software entry, and final delivery. Prepare adds source-linked workpapers and review findings to the broader workflow.",pricing:{status:"Quote required",headline:"Annual return credits",basis:"Module quote; published minimums conflict",details:["The tax-organizer guide describes a one-time onboarding fee of $1,000 to $4,500, separate from the annual license.","A current dollar rate per credit was not published in the reviewed sources.","Official guides cite both 150-return and 250-return starting packages. Confirm the minimum, module rates, credit use, and overages in a written quote."],sourceId:"pricing"},budget:{kind:"setup",lowFeeCents:1e5,highFeeCents:45e4,sourceId:"pricing",scope:"Onboarding component only",note:"Add the annual license for the modules you buy; that dollar amount is not published. Official pages cite starting packages of 150 and 250 returns. A 100-return workload falls below both published minimums. Confirm the actual minimum, credit use and onboarding fee in y
1our quote."},workflow:{intake:"Client questionnaires, passwordless document links, and automated reminders through Collect.",output:"Workpapers, leadsheets, tax-data entry, signatures, payments, and return delivery, depending on modules.",software:"Connect lists UltraTax, Lacerte, Drake, and CCH Axcess. ProConnect is marked coming soon.",review:"Prepare ties workpapers to source documents; preparers check and approve the work.",data:"Client documents and workflow information are handled in Soraban's online platform."},strengths:["Client follow-up and delivery alongside preparation tasks.","A dedicated Prepare product for workpapers and review.","A return-based model that accommodates seasonal staffing."],considerations:["Separate each module's cost and credit rules in the quote.","Confirm onboarding scope and live integration availability."],chooseThem:"You want coordinated intake, workpapers, tax-data entry, signatures, and payments.",chooseTaxably:"You want to organize documents already in client folders without adopting a wider client workflow platform.",currentNote:"Soraban now lists four products, including Prepare. Its public guides disagree on a 150-return versus 250-return minimum, so neither is presented here as a confirmed universal requirement.",faqs:[{q:"Is Soraban Connect still described here as a beta?",a:"No. The current site presents Connect as a product. Availability still needs to be checked by tax platform; ProConnect is expressly marked coming soon."},{q:"Can we compare a single Soraban per-return number?",a:"Only after establishing which modules and credits the quote covers. Its official guidance describes separate products and combined-product discounts."}],sources:[{id:"product",label:"Current products and connections",url:"https://www.soraban.com/",covers:"Four products, tax-software coverage, and ProConnect availability."},{id:"pricing",label:"Pricing and onboarding guidance",url:"https://www.soraban.com/tax-organizer-software",covers:"250-return starting packages, annual licensing, and onboarding fee range."},{id:"minimum-conflict",label:"Alternative published package minimum",url:"https://www.soraban.com/ai-powered-tax-preparation-software-for-growing-tax-firms",covers:"FAQ cites 150 returns, conflicting with the organizer guide's 250-return figure."},{id:"credits",label:"Product credit model",url:"https://www.soraban.com/ai-tax-return-preparation",covers:"Annual credit licensing and multi-product discounts."},{id:"prepare",label:"Prepare workpapers",url:"https://www.soraban.com/products/prepare",covers:"Workpapers, leadsheets, source links, and review support."}]},{slug:"taxably-vs-blackore",displayName:"Black Ore",category:"Automated return preparation",summary:"Tax Autopilot prepares return data and workpapers for professional review.",overview:"Black Ore offers preparation automation with workpapers, validations, and tax-software export. Its pricing page includes standard offerings for small and midsize firms as well as an Enterprise plan.",pricing:{status:"Quote required",headline:"Request pricing",basis:"Standard products and Enterprise",details:["The pricing page lists 1040, 1065, and K-1 automation without dollar rates.","Enterprise includes a wider service and support scope.","Ask for return-type pricing, minimums, implementation, and supported software in the proposal."],sourceId:"pricing"},budget:{kind:"quote",sourceId:"pricing",scope:"Return-type-specific proposal",formula:"Quoted 1040 + 1065 + K-1 usage or packages + implementation and support charges",note:"No public dollar rate or minimum was verified. Return count alone cannot price a mix of 1040, partnership and K-1 work. 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Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.