Free
- 0
We know, free is pretty great 🙂
- 25 transactions
- Cost basis methods
- Error reconciliation
- Email support
- Forum support
- Audit My Broker™
- 1099-B Match™
- CPA custom features
- Concierge support
No credit card required.
recommended
Premium
- 50
One time payment for 500 credits
- 500 transactions
- Cost basis methods
- Error reconciliation
- Email support
- Forum support
- Audit My Broker™
- 1099-B Match™
- CPA custom features
- Concierge support
Additional credits available. $10 per 100 lot.
CPA
Priced individually
One time payment for a fixed amount of credits
- Transactions vary
- Cost basis methods
- Error reconciliation
- Email support
- Forum support
- Audit My Broker™
- 1099-B Match™
- CPA custom features
- Concierge support
Subscriptions available.