Pricing
Base
Free
Everything you need to find an advisor, share documents securely, and track filings across jurisdictions — at no cost.
Handle tax obligations
- Browse & match with vetted advisorsConnect with credentialed tax professionals matched to your situation
- Secure document vaultEncrypted storage for your tax documents with granular access controls
- Escrow-protected paymentsFunds held safely until deliverables are accepted
- In-platform messagingDirect, audit-trailed communication with your advisor
- Project managementTrack engagement progress from intake through filing in one place
- Filing trackerMonitor every return and form across jurisdictions with deadline visibility
Pro
Recommended$8.99/month/entity
Billed annually · Save 31% — 14-day free trial, no credit card required
Unlock advanced analytics, tax diagnostics, projections, and entity management to take full control of your tax strategy.
Own your tax strategy
Everything in BaseAll features included in the Base plan
- Tax diagnostics & optimizationIdentify missed deductions, credits, and planning opportunities across years
- Tax projections & forecastingModel future tax liabilities under different income, residency, and entity scenarios
- Dynamic tax advice & optimization toolsInteractive guidance that adapts as your financial situation evolves
- Personalized tax news and actionsCurated tax updates and recommended actions tied to your profile
- Reminders for tax filings and paymentsAutomated alerts for upcoming deadlines, estimated payments, and elections
- Dynamic cross-border reviewContinuous review of treaty positions and residency exposure as your life changes
- Auto-upload of tax & financial informationPull statements and tax documents automatically from connected institutions
- Unlimited data storage and extractionNo caps on documents, entities, or AI-powered data extraction
Browsing and matching with advisors is free. Completed engagements carry a 15% coordination fee — the price an advisor quotes is the price you pay, and the fee is deducted from the advisor’s payout.
Ready to begin?
Join forward-thinking taxpayers who choose WhiteOwl for their tax needs.