Free
$0
forever
Kick the tires. Score up to 10 rows for one client per session.
- ✓Preflight one client, up to 10 vendor rows per session
- ✓Deterministic TIN format validation
- ✓2026 threshold weighting (OBBBA §70435)
- ✓Entity-class flags (LLC, DBA, S-Corp, Sole Prop)
- ✓On-screen cost-of-being-wrong docket
For the January grind
Pro
$29
/ month
For freelance bookkeepers and 1–5 seat firms running 5–25 client books.
- ✓Unlimited vendors per client
- ✓Unlimited saved client dockets with revision history
- ✓PDF audit packet with every IRC / IRS Pub citation footnoted
- ✓AI-drafted per-vendor W-9 request emails
- ✓Cleaned CSV re-import for QuickBooks 1099 wizard
- ✓IRS TIN Matching e-Services deep-links
- ✓Quarterly re-check reminders per client book
- ✓Support via email — real person, US business hours
The value math
For a 15-client firm, this is comfortably cheaper than the alternatives.
Approach
Cost / January
Notes
Track1099 per-form ($1.99 × ~200 vendors)
$398
Matching only. No workflow, no packet.
TinCheck per-check ($0.50 × 200 vendors)
$100
TIN match only. You still write every email.
Outsourced 1099 cleanup ($400/client × 15)
$6,000
Cheapest quoted from 3 firms in the space.
Manual review (2 hrs × 15 clients @ $85/hr)
$2,550
Your billable time. Plus the risk of a miss.
Payee Preflight ($29/mo × 12)
$348
Full workflow. Citations. Drafts. Saved dockets.
Comparison prices sourced from public 2025 pricing pages. Track1099 & TinCheck are separate paid services — links available on request.
30-day guarantee
Use it for a full monthly billing cycle. If it hasn't paid for itself in saved time or avoided risk, email us and we refund the month.
No countdown timer, no "three seats left," no dark-pattern cancellation flow. If Pro isn't working for you, we'd rather you left cleanly.
What we won't claim
- • We are not affiliated with the IRS or with Intuit.
- • We do not perform live TIN matching — that requires the IRS e-Services portal (manual).
- • We are not attorneys, and this tool is not tax advice for edge cases.
- • We do not have thousands of customers yet. When we do, we'll show real names, not stock photos.
Pricing questions
Is it really $29 for unlimited clients?
Yes. There's no per-seat, per-client, or per-vendor upcharge in Pro. If we ever add a team tier for firms with 6+ bookkeepers, existing subscribers stay at $29 for their existing scope.
What happens after January?
Pro is month-to-month. Most bookkeepers cancel in February and resubscribe in late December — that's fine, we hold your saved dockets for 90 days.
Do you have an annual plan?
Not yet. When we do, it'll be priced honestly (~10 months for 12), not a fake 'save 40%!' discount.
Can I expense this to a client?
Yes — Pro is priced as a business tool for bookkeepers. Passing it through to clients as a 1099-prep line item is common.