Every plan runs the same Study.

Source-traced evidence, your Reviewer's sign-off, and workpapers your Firm owns. The workflow and the deliverable are the same at every size.

Get startedSee how a Study is built

  • Starter

    $499 a year

    • 12 Studies a year
    • 3 seats

    For a smaller S-corporation book.

    Get started

  • Team

    Recommended

    $999 a year

    • 40 Studies a year
    • unlimited seats

    For a growing firm with several Preparers and a designated Reviewer.

    Get started

  • Practice

    $1,499 a year

    • 75 Studies a year
    • unlimited seats

    For a firm running Studies across a large S-corporation book.

    Get started

Just one Study?

A single Study is $149. It runs the same workflow and produces the same deliverable as every plan.

Every plan, same Study

No plan gets a thinner Study. The workflow and the deliverable are the same at every size.

  • Field-level source citation.

    Every figure traces to its source, occupation, geography, and period.

  • Your Reviewer's sign-off step.

    A Study is final only when your Reviewer signs off. Your Reviewer controls the conclusion.

  • Evidence manifest.

    Each finalized Study carries an immutable record of the evidence behind it.

  • PDF and structured export.

    Each finalized Study downloads as a PDF, structured data, and the evidence manifest.

  • Clone-forward.

    Next year's Study starts from this year's facts.

  • Retention terms.

    The Firm permanently owns finalized evidence and workpapers. Finalized Studies remain downloadable in TracePrep for three years from the date the subscription ends, for any reason.

Compare plans

StarterTeamPractice
Price$499 a year$999 a year$1,499 a year
Studies a year124075
Seats3unlimitedunlimited
Extra Studies10-Study pack, $39910-Study pack, $29910-Study pack, $199
Workflow and deliverableSame on every planSame on every planSame on every plan

Questions about plans

How is TracePrep billed?
Every plan bills annually.
What if we need more Studies than our plan includes?
Add a 10-Study pack. On Starter it costs $399, on Team $299, and on Practice $199.
What happens if we cancel?
The Firm permanently owns finalized evidence and workpapers. Finalized Studies remain downloadable in TracePrep for three years from the date the subscription ends, for any reason.
Does a larger plan get a different Study?
No. Every plan runs the same workflow and produces the same deliverable.
Who concludes on the compensation figure?
Your Firm's Reviewer. TracePrep supports the Reviewer's judgment, and the conclusion stays with the Reviewer.

See how a Study is built before you pick a plan.

Walk through intake, evidence, calculation, and your Reviewer's sign-off, step by step.

Get startedSee how a Study is built