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Free is a plan you can use without a credit card. It includes three facility rules, one income-modeling scenario, and three receipt scans to try once. The separate seven-day Pro trial collects a payment method at checkout; review the subscription terms before starting it.

Pro and higher plans include federal planning tools and a catalog of 28 strategies with tax-code references. State estimates are available only for supported states and situations. Part-year residency and multi-state income allocation are not included. Estimates are planning tools, not a filed return or individualized tax advice.

Free includes three scans over the lifetime of the account. Pro includes 50 scans per rolling 30-day period. Pro+ and Enterprise include unlimited receipt scans. Review extracted information before using it in your records; a scanned receipt does not establish that an expense is deductible.

Pro and higher plans include CPA package exports. Pro+ reports are sent to you to review and share. Your accountant can use these records alongside any other information needed for your return.

1099 Ops imports shifts from Google Calendar and matches them to your facility rules. It does not write changes back to Google Calendar. Assisted import allowances vary by plan.

Account information, work records, tax-planning inputs, and uploaded documents are stored in the cloud to provide the service. Some preferences and drafts also use browser storage. The Privacy Policy explains collection, service providers, and retention.

Manage your subscription from the app's Settings page. If you plan to downgrade, export the records you need while your plan's export features are available. Canceling a subscription and deleting an account are separate actions; data retention after deletion follows the exceptions and periods in the Privacy Policy.