Plans for every filing volume

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.

All 50 states and the District of Columbia. Every plan covers the full country for tax and fee calculation, filing rules, deadlines, stored reports and payment tracking, including DC.

What differs is how the filing reaches the state. In 24 states we transmit it electronically ourselves, including Texas, California, Florida, Illinois, Georgia, New York, North Carolina, Utah and the SLIP+ clearinghouse states; in 7 more we generate the state's file for portal or OPTins submission; confirmations come back into the platform automatically. In the remaining 19 states and DC there is no machine channel open to us, so the platform prepares that state's report or form and it is submitted through your own state portal account. Your team does that on the Independent plan; ours does it on Professional and Enterprise.

You keep your own licenses and portal logins either way. See the state-by-state detail for the state you care about.

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.

Yes. SLTax360 files under your existing surplus lines licences and state portal credentials rather than replacing them. The platform organises the filings, calculates what is owed, keeps you ahead of the deadlines and stores every confirmation. The regulatory relationship stays yours. That is also why onboarding is quick: there is no licensing process to wait on.