Intaxion
2026 launch pricing

Lock your rate before tax season.

Choose Founder annual for the lowest rate and onboarding. Choose monthly if you want to start without an annual commitment.

Not sure which to choose?

Want lowest annual rate?Founder ProgramWant to test month-to-month?Monthly Early AccessNeed WISP help now?WISP Pack / SetupWant to talk first?Book demo
15 founder offices

Founder

$190/year

Annual only

Limited to 15 founder offices. Founder rate guaranteed for your first 24 months. Includes a 30-minute onboarding call with the founder.

Available: Available through Jun 30, 2026, or until 15 founder offices sell, whichever comes first.

Guarantee: 24-month Founder rate guarantee

Client links: Ready-to-send client links included

Founder covers the base office account. Extra seats, future automated messaging, identity checks, heavy document scanning, automated document summaries, or high storage use may be priced separately.

Join Founder Program ($190/year)Book 15-min demo

Monthly Early Access

$39/mo

Month to month

Start month to month at the current launch rate. Same v1 workflow, no annual commitment.

Available: Available while launch access remains open.

Guarantee: 12-month price guarantee

Client links: Ready-to-send client links included

Start monthly ($39/mo)Book 15-min demo

What you get immediately

Founder is an early-access annual office account, not a vague waitlist.

  • One office workspace
  • One included preparer seat
  • 30-minute onboarding call
  • 30-day refund window

What is live today

The current v1 workflow focuses on intake and document organization before prep starts.

  • English and Spanish client intake
  • Secure document upload
  • Missing-document tracking
  • Office review queue

What comes later

Deferred capabilities stay labeled so buyers do not confuse planned work with active features.

  • Provider-based automated sending
  • Native 8879 signature workflow
  • Identity checks
  • High-volume automation add-ons

Future reference

Public pricing if you wait until season

Open details

Later launch windows

Pre-Season and Standard stay unchanged

Pre-Season

Last window to lock in below the January 2027 Standard rate.

$590/year

Billed annually

Window: Oct 1 – Dec 31, 2026.

Lock: 12-month price guarantee

Client links: Ready-to-send links included; automation depends on availability

Standard

Ongoing public rate from Jan 2027.

$890/year

Billed annually

Window: From Jan 1, 2027 onward.

Lock: Public Standard rate

Client links: Ready-to-send links included; automation depends on availability

Pricing details and reasonable-use notes

Annual rates are discounted versus monthly. Unlimited clients and submissions are subject to reasonable-use limits.

The refund window is 30 days: cancel within the first 30 days of paid subscription for a full refund, one per office account.

Reasonable-use limits apply to storage, document scanning, automated document summaries, identity verification, and other variable or high-volume services.

Core product

What the office gets in the current workflow

The difference between Founder annual and monthly access is commitment, price, and onboarding support. The base workflow is the same.

  • Client intake in English and Spanish
  • Secure document upload
  • Save and return later
  • Missing-document checklist
  • Office review queue
  • Client records, notes, and status
  • Email templates in both languages
  • Typed signature for consent and non-8879 documents
  • Delivery checklist
  • Work status pipeline
  • PDF merge, split, and page reorder
  • Form 8867 support
  • Section 7216 consent wording
  • One office account
  • One preparer seat included
Current scope

What is included today and what comes later

The v1 workflow opens your office email, Messages, or WhatsApp app with a ready-to-send link. Provider automation stays separate until it is active.

Client-link delivery today

Email links plus ready-to-send text message or WhatsApp notes through your office's own apps. No provider setup is required for the v1 workflow.

Included

Future automated sending

Not active in the Founder v1 workflow. Pricing keeps room for provider automation later, but it is not being sold as a live feature today.

Deferred

Extra preparer seat

First preparer seat is included in every base office account.

$29/preparer/mo

8879 signature workflow

Planned for a later release. Founder v1 does not include native 8879 signatures.

$2.99/signature planned

WISP support

Need a WISP before you adopt software?

Start with the compliance pack, then apply the credit toward Founder if you upgrade within 30 days while seats remain.

WISP Compliance Pack

$99/one-time

Includes

  • Written Information Security Program template
  • Annual review checklist
  • Vendor and subprocessor register
  • Incident-response checklist
  • Staff security acknowledgment
  • Client-data handling checklist
  • Section 7216 document-review consent checklist
  • Form 8867 due-diligence evidence checklist
Buy WISP Pack ($99)

Done-With-You WISP Setup

$299/one-time

Includes

  • Everything in the WISP Compliance Pack
  • 60-minute setup call
  • Firm-specific security gap review
  • Action list for next steps
  • Founder-led walkthrough
Book WISP Setup ($299)

Founder Bundle

$349/year

Includes

  • Founder annual office account
  • WISP Compliance Pack
  • 30-minute onboarding call
  • $99 WISP credit already applied
Join Founder Bundle ($349)
The intake stack

Replace your intake stack, not your tax software

Keep your existing tax software. Use Intaxion before and after preparation: intake, document collection, missing-document follow-up, consent capture, review workflow, delivery, and compliance evidence.

Separate tool

PDF editor

Typical role

Merge, split, organize, and send client documents

Separate tool

E-sign tool

Typical role

Sign engagement letters, consents, and non-8879 documents

Separate tool

CRM or spreadsheet

Typical role

Track clients, status, notes, and follow-up

Separate tool

Email/text reminders

Typical role

Chase missing documents

Separate tool

Translation workflow

Typical role

Support English- and Spanish-speaking clients

Separate tool

Compliance templates

Typical role

WISP, 7216 consent, 8867 due-diligence evidence

Intaxion brings these intake and compliance workflows into one bilingual office account.

Frequently asked questions

Founder is limited to 15 founder offices. It is annual-only at $190/year and includes a 24-month price guarantee plus a 30-minute onboarding call with the founder. The guarantee applies to the base office account. Extra seats, future automated messaging, identity checks, heavy document scanning, automated document summaries, or high storage use may be priced separately.

Lock your rate before tax season.

Start with Founder annual or buy the WISP pack if you need to get compliance organized first.

Join Founder Program ($190/year)Buy WISP Pack ($99)