Three plans with the same features across billing periods. The difference is how many calculators, sites and leads you need, and which topics are included.
Five tax, retirement or planning calculators on your site, free.
$0 forever
$0 forever
Not offered
No card needed
Any 5 of the tax, retirement, investment, business and household calculators on this site, active at once. The three HSA calculators need Network.
Start freeUpgrade any time
Your brand, your domain, webhooks into your CRM.
$150/mo
$1,500/yr
$2,997 once
14-day free trial · cancel any time
Up to 50 of the tax, retirement, investment, business and household calculators, with webhooks and your own branding. The three HSA calculators need Network.
Start 14-day trialRefund within 14 days on yearly and lifetime
Every calculator, HSA tools included, with no limits.
$210/mo
$2,100/yr
$4,997 once
14-day free trial · cancel any time
Every calculator on this site, including the HSA tools, plus unlimited seats, domains, widgets, views and contacts.
Start 14-day trialRefund within 14 days on yearly and lifetime
Prices in USD, excluding any applicable sales tax. Same features on monthly, yearly and lifetime billing.
Most firms come here for the tax and retirement calculators, and those are on every plan, free Practitioner included. You pay for scale and control: more calculators live at once, more widgets, seats and domains, webhooks to your CRM and no platform credit. The three HSA calculators are the one exception; they need Network. The table below shows exact counts.
Counts show what each plan can choose from. You then activate up to 5 at once on Practitioner, 50 on Firm, and as many as you like on Network.
| Topic | Practitioner | Firm | Network |
|---|---|---|---|
| Taxes | 12 | 12 | 12 |
| Retirement | 25 | 25 | 25 |
| Investments & markets | 15 | 15 | 15 |
| Business | 12 | 12 | 12 |
| Household planning | 11 | 11 | 14 |
| Feature | Practitioner | Firm | Network |
|---|---|---|---|
| Calculators you can activate | 5 | 50 | Unlimited |
| Widgets (launchers, tabs, card grids) | 1 | 10 | Unlimited |
| Custom domains | 0 | 5 | Unlimited |
| Monthly calculator views | 10,000 | 100,000 | Unlimited |
| Contacts (leads stored) | 100 | 10,000 | Unlimited |
| Team seats | 1 | 5 | Unlimited |
| Lead webhooks to your CRM | Not included | Included | Included |
| White-label (no platform credit) | Credit shown | Included | Included |
| Calculators in six languages | Included | Included | Included |
| Priority support | Included | Included |
14 days on paid plans. We email before it ends. Cancel in Billing and you aren't charged.
Yearly and lifetime: within 14 days. Monthly: cancel any time, no further charges. Full policy.
Card payments are processed by our payment provider; we never see full card numbers. Security overview.
All three. The tax, retirement, investment, business and household calculators are on every plan, including the free Practitioner plan. What changes is how many you can run at once (5 on Practitioner, 50 on Firm, no cap on Network), plus webhooks, white-label and custom domains on paid plans. The only tools that need Network are the three HSA calculators.
Yes, 14 days on Firm and Network, monthly or yearly. A card is required; cancel before the trial ends and you are not charged. One trial per firm.
2 months: the yearly price is ten times the monthly price.
A one-time payment for ongoing access to the plan, with no renewals. It has the same refund window as yearly plans.
Monthly plans aren't refunded for partial months, but you can cancel any time. Yearly and lifetime purchases can be refunded within 14 days if the account hasn't been used extensively. See the refund policy.
Your plan runs to the end of the paid period, then the account moves to Practitioner limits and embeds beyond those limits stop working.
Prices are in US dollars and exclude any sales tax that may apply in your state.
One load of a calculator on a page. Network has no view limit.
Yes, upgrade or downgrade from Billing in the app; changes are prorated on monthly and yearly plans.
Network already covers unlimited seats, domains and calculators. For associations or networks of firms, talk to us.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Still deciding? Ask for a 20-minute walkthrough or see what a calculator lead is worth to your firm.
Next entry
Put five tax or retirement calculators on your site on Practitioner, no card needed. When the requests come in, move to Firm or Network for more calculators, webhooks and your own branding.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.