Built for sole practitioners.
One file, mid-research.
You hit the daily limit mid-file. You upgrade the same day. No sales call. The free tier exists so you can try TaxBeacon AI on a real client question before you pay.
Try TaxBeacon AI on real Canadian federal tax research questions before you pay. No credit card required.
Start researching freeFor sole practitioner CPAs and tax lawyers who need higher research volume and full export.
Multi-user accounts with shared matters and team-wide research workflows.
* Matter organization is available to free users during the early access period. It will move to paid plans when billing launches.
Paid plans and broader firm features will open after beta feedback, quality validation, and production readiness checks.
Full feature comparison
| Feature | Free | Solo | Firm |
|---|---|---|---|
| Research | |||
| Queries per month | 10 | 100 | Unlimited |
| Cited ITA authorities | ✓ | ✓ | ✓ |
| Risk + confidence scoring | ✓ | ✓ | ✓ |
| Issues to consider | ✓ | ✓ | ✓ |
| Suggested follow-ups | ✓ | ✓ | ✓ |
| History & Matters | |||
| Query history | ✓ | ✓ | ✓ |
| Matter organization | Trial * | ✓ | ✓ |
| Shared matters | — | — | ✓ |
| Export & Audit | |||
| Printable memo view | ✓ | ✓ | ✓ |
| Memo export (Word + PDF) | — | ✓ | ✓ |
| Evidence audit trail | ✓ | ✓ | ✓ |
| SHA-256 evidence hash | — | ✓ | ✓ |
| Team | |||
| Users per account | 1 | 1 | Unlimited |
| Multi-user roles | — | — | ✓ |
What's coming
TaxBeacon AI is built on a single pipeline that extends — not rebuilds — as coverage grows. Each phase adds new source clusters and tools on top of the same research core.
- ITA plain-language explainer
- Engagement letter generator
- CRA notice response drafter
- Client-ready summary from any result
- GST / HST research pipeline
- Provincial tax (ON, BC, QC, AB)
- Document upload & return review
- CRA amendment + case tracker
- Scenario modeling (A vs B vs C)
- Proactive legislative monitoring
- Public API for practice software
- Shared firm workspace + admin
Common questions
Ten free queries.
No credit card.
Run a real client question through TaxBeacon AI before you decide.
† Tax calculations and standalone mobile app are not in scope. GST/HST, provincial tax, and API access are on the roadmap.