Built to pay for itself.
Pick the plan that fits where you are now.
- 1 financial institution connection
- Auto expense categorization
- Receipt capture
- Deduction finder
billed annually at $399
Everything in Starter, plus
- Unlimited financial institution connections
- Books that update themselves
- P&L and year-end financials
- Quarterly tax estimates
- Year-round tax projections
billed annually at $999
Everything in Strive, plus
- Payroll
- Your own dedicated tax pro
- Unlimited consultations
- LLC and S-Corp setup
- Priority support
Start where you are. Scale when you're ready.
Every plan keeps your books organized and your quarterly taxes estimated. The difference is how much we take off your plate.
| Feature | Starter | Strive | Thrive |
|---|---|---|---|
| Connections & data | |||
| Financial institution connections | 1 | Unlimited | Unlimited |
| Transaction history | 30 days | Unlimited | Unlimited |
| Expense tracking | |||
| Auto expense categorization | |||
| Receipt capture | |||
| Find every deduction in your expenses | |||
| Bookkeeping | |||
| Books that update themselves | |||
| Profit and loss reports | |||
| Year-end financials | |||
| Taxes | |||
| Quarterly estimated tax payments | |||
| Year-round tax projections | |||
| Tax filing by a real tax pro | Add-on | Add-on | Add-on (your dedicated pro) |
| Payroll | |||
| Payroll | |||
| Your tax pro | |||
| Dedicated tax pro for your account | |||
| Unlimited consultations | |||
| Business setup | |||
| LLC setup support | |||
| S-Corp election support | |||
| Support | |||
| Email support | |||
| Priority human support | |||
Members recover $2,350 to $18,553 in tax savings every year.
A real tax pro files your return. Available with any membership.
Tax filing is priced separately from your membership, because it is a one-time annual service, not an ongoing subscription. Thrive members are filed by their dedicated tax pro, the same person advising them all year. No handoff. No starting over.
| Return type | Price |
|---|---|
| Schedule C (sole proprietor) | $299 |
| S-Corp (Form 1120-S + personal 1040) | $499 |
| Multi-entity or complex | Contact us for a quote |
The numbers speak for themselves.
Most members recover the cost of Sumly many times over in their first year.
$2,350 to $18,553+
saved in taxes per year
60+ hours
saved on admin each year
50-80% less
than a traditional CPA
Common questions, answered.
Tax tips, gently delivered.
A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your business.
Get tax tips and updates delivered to your inbox