One sign-up opens the whole family. Pick the plan that fits your office, add a product when the work calls for it, and pay monthly or yearly.
Prices are still being set. Wherever you see “Price to be set”, a figure will take its place.
Start on your own, grow into an office, or take every product at once.
For opening your office and bringing your first clients across.
Free to startFor a tax firm or an insurance agency, and the team that runs it.
Every product in the family, under one plan.
Prepare your own federal return and your state’s, from the IRS’s own figures, then sign it on your phone.
Keep the plan you have and bring in the product the work needs. It joins the same login, for you and your clients.
Federal and every state and DC, tax years 2025 and 2026. Clients view, upload and sign.
Real health plans and prices by state and income, then enrollment, with the details checked by you.
Letters, proposals and reports, drafted with you and filed with the client they belong to.
Live sessions for your clients, like an open enrollment Q&A before the season starts.
Portal, CRM, Sign and Invoice come with every plan. PortalCRMSignInvoice
What comes with each plan, and what you can add to it.
| Plan | Start Price to be setPer month | Office Price to be setPer month | Family Price to be setPer month |
|---|---|---|---|
| Products | |||
| Portal | ✓ | ✓ | ✓ |
| CRM | ✓ | ✓ | ✓ |
| Sign | ✓ | ✓ | ✓ |
| Invoice | ✓ | ✓ | ✓ |
| Tax | add | ✓ | ✓ |
| GetCovered | add | ✓ | ✓ |
| Documents | add | add | ✓ |
| Webinar | add | add | ✓ |
| Your clients | |||
| Their own Portal accountHealth plan, tax return and documents | ✓ | ✓ | ✓ |
| English, Spanish and Hindi | ✓ | ✓ | ✓ |
| Kept without an emailInvited to take over later | ✓ | ✓ | ✓ |
| Your team | |||
| Admin view and Client viewRead-only and audited | – | ✓ | ✓ |
| People on your team | tbs | tbs | tbs |
| Kept safe | |||
| Health and tax records under their own keysNo staff role can open them | ✓ | ✓ | ✓ |
| Built to HIPAA’s standard | ✓ | ✓ | ✓ |
| Works with | |||
| Stripe payments | ✓ | ✓ | ✓ |
| Google Drive and CSV import | ✓ | ✓ | ✓ |
| HealthCare.gov plans and prices | add | ✓ | ✓ |
| Twilio texts | soon | soon | soon |
| IRS e-file | soon | soon | soon |
Swipe the table sideways to see every plan →
Plain answers about plans, billing and what your clients see.
Every figure marked “Price to be set” is still being decided. This page shows how the plans will be laid out, and the figures will appear here once they are set.
Start is free to start. Sign up, open your office and bring your first clients across. What it costs after that is being set, and this page will say so plainly.
Either. The switch above the plans shows both. Yearly billing is set to cost less; how much it saves is still to be set.
Yes. Tax, GetCovered, Documents and Webinar can each be added to a plan that does not include them. They join the same login for you and your clients.
Their own Portal account: their health plan, their tax return and their documents, in English, Spanish or Hindi. Invite them by link, or keep them without an email and invite them to take over later.
Yes. Tax lets individuals prepare their own federal return and every state and DC, for tax years 2025 and 2026. The price for filing your own return is being set.
IRS e-file is coming and is not live yet. Form 8879, the e-file signature, is already signed through Sign.
Health records and tax records are each locked under their own key, and no staff role can open them. Portal is built to HIPAA’s standard, on every plan.
One sign-up opens every product. Bring your clients when you’re ready.
Examples shown are illustrative
AI assistant · answers from Snow AI’s own pages · not tax, legal or insurance advice