The right product depends on one question: how often will you run reports? A Subscription is built for continuous use, a Season Pass for periodic use, and a First Report for one-time evaluation. Pricing for each is in our Plans and Pricing Overview article.
Choose a Subscription if…
- You expect to upload documents at least once per month.
- You want the latest version of every report type the moment it ships.
- You value priority processing and an unchanging monthly rate.
- You manage multiple clients or entities (Advisory).
A Subscription auto-renews until you cancel. Annual billing is the lower-cost path — roughly 34% off monthly across Essentials, Professional, and Advisory.
Choose a Season Pass if…
- You only need reports a few times per year (e.g., quarterly tax estimates or a single tax-season run).
- You prefer one upfront charge over recurring billing.
- You want a fixed cost-per-report you can budget against.
A Season Pass is a single charge that credits a fixed number of reports to your account. Reports stay usable for 12 months from purchase. The Professional Pass costs $597 for 4 reports — about $149 per report. The Advisory Pass at $797 includes the Entity Memo and Strategy Brief that subscription Advisory unlocks.
Choose a First Report if…
- You have never used the portal and want to see your own data analyzed first.
- You want the lowest possible entry price ($47 for Essentials, $97 for Professional).
- You may upgrade to a Subscription afterward — the First Report price credits to your first month if you upgrade within 7 days.
Quick decision rule
- 12+ reports per year → Subscription (annual saves the most).
- 2 to 4 reports per year → Season Pass.
- 1 report, or unsure → First Report.
You can move between products. A First Report can convert to a Subscription within 7 days for a credit. A Subscription can be cancelled and replaced with a Season Pass at any time (see Cancellation Policy for the Advisory 3-month minimum).