Simple, transparent pricing

Absolutely. You can upgrade or downgrade at any time from your account settings. When upgrading, you'll get immediate access to the new features and we'll prorate the difference. Downgrades take effect at the start of your next billing cycle.

You'll be automatically subscribed to the plan you selected during sign-up. We'll send you a reminder email 3 days before your trial ends. If you cancel before the trial is over, you won't be charged a penny.

Yes. If you're not satisfied within the first 30 days of a paid subscription, contact us and we'll issue a full refund — no questions asked.

Yes! When you choose annual billing you save 20% compared to monthly billing. That's like getting over 2 months free every year.

Absolutely. All processor credentials are encrypted with AES-256-GCM. Transaction data is stored encrypted at rest in PostgreSQL on SOC 2 compliant infrastructure. All API communication uses TLS 1.3. We never sell or share your data with third parties.

Yes, you can cancel at any time from the billing portal. Your access continues until the end of your current billing period. There are no cancellation fees or penalties. If you cancel during a trial, you won't be charged at all.

Yes! With the Pro plan, you can connect unlimited payment processors. TaxMatch consolidates all your 1099-K forms from Shopify Payments, PayPal, Stripe, and manual CSV uploads into a single, unified reconciliation.

Yes. You can export all your transaction data and reconciliation reports as CSV files at any time. Your data belongs to you, and we make it easy to take it with you.

Manual spreadsheet reconciliation typically takes 4+ hours per tax year and is prone to formula errors and missed adjustments. TaxMatch automates the entire process in under 5 minutes with 99.9% accuracy, catches adjustments you might miss, and generates IRS-ready worksheets automatically.

Your data is retained for 90 days after cancellation, giving you time to export anything you need. After 90 days, your transaction data and reconciliation history are permanently deleted from our servers in accordance with our privacy policy.