Plans for Every Filing Volume

Tax filing plans for compliance teams and a standalone API for developers — choose one or combine both.

Month-to-month plans. No long-term contracts.

Tax Filing Plans

Full-service surplus lines tax compliance — from self-managed to white-glove

Sizing up against another vendor? See our side-by-side comparison.

Self-Managed

Independent

Custom Quote

Priced per invoice filed

Quoted to your monthly filing volume

"You manage your own validation & reporting—full control, no wait time for staff assistance."

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Most Popular
Supported

Professional

Custom Quote

Priced per invoice filed

Includes hands-on review by our team

"Let our experts handle verification and in-platform reporting while you focus on your business."

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Fully Managed

Enterprise

Custom Quote

Volume Discounts Available

Tailored to your business needs

"White-glove service with dedicated support for high-volume operations."

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All filing plans can add the Tax Calculator API — contact us for details

Tax Calculator API

Standalone API access — no filing plan required

Tax Calculator API

  • REST API with JSON responses
  • All 50 states
  • Real-time tax & fee calculations
  • No monthly minimum or commitment

Also available as an add-on with any filing plan above. Try the free calculator to see it in action.

Usage-Based

Pay only for what you use — contact us for a quote

Get API Key View Documentation

Service Level Comparison

Choose the level of support that fits your team

Service Independent Professional Enterprise
Includes Everything in Independent Everything in Professional
Service Model Self-Managed Supported Fully Managed
State Filing Automated only Human verification Human verification
In-Platform Reports Self-service Self-service Reconciliation report
for all states
State Reports Generated by our staff
Submission Review Automated checks Human review Human review + QA
State Payments Self-managed
in-platform tracking		 Self-managed
in-platform tracking		 Guided payment processing
& in-platform tracking
Support Response Email (72h) Priority (24h) Dedicated (same day)
Best For Any volume, DIY < 500 invoices/mo > 500 invoices/mo

Feature Comparison

All plans include full platform access

Feature Independent Professional Enterprise
Includes Everything in Independent Everything in Professional
All Supported States
Import Methods Manual Entry Manual + API Manual + API + AI PDF Reading
Dashboard & In-Platform Reports
Events Calendar
Never miss a filing, reporting, or payment deadline
Journal Report Storage
For audits and history
Filing API Access
Inbound invoice submission		 Self-service inbound API Custom API integration
built for your systems
Tax Calculator API
Real-time rate lookups		 Add-on Add-on
Included
State Reports
Monthly, Quarterly, Semi-Yearly, Yearly
Generated by our staff
State Payments Self-managed
in-platform tracking		 Self-managed
in-platform tracking
Guided payment processing
& in-platform tracking

High Volume? Let's Talk.

Filing more than 1,000 invoices per month? Contact us for an Enterprise plan and per-invoice rate tailored to your book of business.

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Frequently Asked Questions

Your 30-day free trial includes full access to all features of your selected plan. You can file invoices, test the API, and explore all functionality before committing.

Independent (Self-Managed): You have full platform access but handle your own compliance workflow. Submissions are processed automatically without human review.

Professional (Supported): Our team reviews your submissions, creates and validates in-platform reports, provides API connectivity to simplify your workflows, and offers priority support.

Enterprise (Fully Managed): You get a dedicated analyst who handles verification, custom reporting, and same-day support response.

Yes! You can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle. Upgrading gives you immediate access to additional service levels and features.

We support all 50 states — Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

We bill monthly via invoice. Your monthly fee covers the base subscription plus any additional invoices filed beyond your included amount. Payment terms are Net 30.

Pricing depends on the tier you choose and your filing volume. Our structure is simple: a base subscription plus a per-invoice rate, with volume discounts as your filing count grows — and you only pay for what you file. If you require state reporting assistance, each filed report is quoted separately. Contact us with your monthly invoice volume for a quote tailored to your company.

The Tax Calculator API is a REST API that returns surplus lines tax rates, fees, and stamping charges for all 51 U.S. jurisdictions. It's available as a standalone product — no filing plan required — or as an add-on to any filing plan, and Enterprise plan subscribers get it included at no extra cost. Pricing is usage-based with no monthly minimum. Contact us for API access, or try the free version at our surplus lines tax calculator page.

Ready to Get Started?

Start your 30-day free trial today.

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