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 about 17% compared to monthly billing — roughly two months free every year.

Grab the Single Tax Season pass — a one-time $29 charge that gives you full Pro-tier reconciliation for one tax season, with no recurring subscription and nothing to cancel. It's perfect if you just need to reconcile this year's 1099-Ks and file. You can find it on your billing page after signing up.

Processor credentials are encrypted with AES-256-GCM before storage and supported processor connections use TLS. TaxMatch reads transaction records for reconciliation and cannot move funds. Review the privacy and security documentation for current data-handling details.

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.

TaxMatch provides a guided, repeatable way to compare reported gross amounts with imported records and export a worksheet. You must still verify inputs, categories, and totals; it does not replace professional tax review.

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.