Pricing
Simple, Transparent Pricing
Choose a plan that fits your business and scale with ease
Estimate
Find out what you qualify for
$0Free
What's Included
- ✦AI-assisted credit estimate
- ✦Four-part test pre-screen
- ✦State credit eligibility check
- ✦No obligation to engage
Full executionMost Popular
We file, you get the credit
15% contingency
What's Included
- ✦AI + CPA-signed Form 6765
- ✦Substantiation memo and workbook
- ✦Federal + all eligible state credits
- ✦Lifetime audit defense included
Multi-year
Ongoing credit capture
10% contingency
What's Included
- ✦Everything in Full execution
- ✦Quarterly payroll offset filings
- ✦Lookback for open tax years
- ✦Dedicated CPA relationship lead
Compare the membership pricing
| Features | Starter $19 | Pro $59 | Enterprise $custom |
|---|---|---|---|
| Real-Time Analytics | ✓ | ✓ | ✓ |
| Expense Tracking | ✓ | ✓ | ✓ |
| Forecasting | ✕ | ✓ | ✓ |
| Integrations | ✕ | ✓ | ✓ |
| Team Access | 5 | 5 | Unlimited |
| Dedicated Support | ✕ | ✕ | ✓ |
Starter
$19
- Real-Time Analytics ✓
- Expense Tracking ✓
- Forecasting ✕
- Integrations ✕
- Team Access 5
- Dedicated Support ✕
Pro
$59
- Real-Time Analytics ✓
- Expense Tracking ✓
- Forecasting ✓
- Integrations ✓
- Team Access 5
- Dedicated Support ✕
Enterprise
$custom
- Real-Time Analytics ✓
- Expense Tracking ✓
- Forecasting ✓
- Integrations ✓
- Team Access Unlimited
- Dedicated Support ✓
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Testimonials
Built for SaaS founders, by tax specialists
TaxUpside turned our 2023 return into a $240K refund we didn't know we could claim. Their CPA signed every line — no anxiety, no back-and-forth.
Maya Rao
Founder & CEO, Lumio Analytics
We'd been filing R&D credits through our bookkeeper for years. TaxUpside found twice the credit on the same year's data and caught a §174 issue we missed.
Daniel Okafor
Co-founder, Northpath Labs
Read-only GitHub access, a clean four-part test memo, and the whole thing done in eleven days. Exactly what I wanted my CFO to see.
Evan Brandt
CTO, Keywee Booking
The lifetime audit defense was the closer. Having someone on the hook for the return is a level of accountability no fintech provides.
Rachel Soto
CFO, Brightmile Software
✦ One-time refund window
Ready to see what 2022–2024 is worth to you?
The §174 lookback window closes July 6, 2026. Most SaaS companies qualify for six to seven figures in retroactive credit — but only until the deadline.