Simple, Transparent Pricing
No hidden fees. Start free, upgrade when you need more.
Free
Unlimited imports, exports require PRO
- Unlimited transaction imports
- FIFO & Specific ID cost basis
- Basic CSV export
- All 29+ exchange parsers
- Open-source engine & CLI, self-hostable
Pro
per tax year
- TXF (TurboTax) & CSV report export
- 13 cost basis methods including international (AU, CA, KR, IN, ES, UK, DE, FR, JP)
- Form 8949 PDF export
- Tax-loss harvesting
- Full Form 8949 line-item detail
- Priority support
- 1099-DA reconciliation & gap detection
- Tax simulator — preview before you sell
CPA
per year · 10 client licenses included
- Everything in Pro
- 10 client licenses included
- Larger client volumes: contact us
- Multi-client management
- White-label reports & bulk export
- Dedicated support + SLA
Feature Comparison
| Feature | Free | Pro | CPA |
|---|---|---|---|
| Transaction Limit | Unlimited | Unlimited | Unlimited |
| Cost Basis Methods | FIFO + Specific ID | 13 Methods: FIFO/LIFO/HIFO/Specific ID + International (AU/CA/KR/IN/ES/DE/FR/JP/UK) | 13 Methods: FIFO/LIFO/HIFO/Specific ID + International (AU/CA/KR/IN/ES/DE/FR/JP/UK) |
| Tax Report CSV Export | |||
| Form 8949 PDF | |||
| Wash Sale Detection | |||
| Per-Wallet Basis Tracking (Rev. Proc. 2024-28) | |||
| Schedule D Summary | |||
| 1099-DA Reconciliation | |||
| Multi-Client Management | |||
| Priority Support | |||
| Dedicated Support + SLA | |||
| Staking & Mining Income Tracking | |||
| 1099-DA Covered/Noncovered | |||
| Regulatory Alerts | |||
| CARF Data Export (67 Jurisdictions) | |||
| Client Licenses | 10 included |
The open-source engine and CLI can be self-hosted by anyone. Self-hosting the full application is arranged per installation — email [email protected] for scope and pricing. The same FREE/PRO/CPA plan tiers apply.
Prefer to Self-Host?
dTax's core tax engine and CLI are open source under AGPL-3.0 and can run on your own server on their own. The web application and API are proprietary; self-hosting them is arranged per installation with the same FREE/PRO/CPA plan tiers — email [email protected].
View on GitHubPricing FAQ
Is there a free version of dTax?
Yes. The Free plan lets you import unlimited transactions and run tax calculations. Exporting Form 8949, PDF, TXF, or CSV reports requires PRO ($49/yr). No credit card required.
What's included in the Pro plan?
Pro ($49/tax year) unlocks LIFO, HIFO and 9 international cost-basis methods (13 in total together with the free FIFO and Specific ID), complete Form 8949 detail with PDF/TXF/CSV export, 1099-DA reconciliation, and the tax simulator.
Can I self-host dTax?
The open-source engine and CLI can be self-hosted by anyone. Self-hosting the full application is arranged per installation — email [email protected] for scope and pricing. The same FREE/PRO/CPA plan tiers apply.
What's different about self-hosting vs. the cloud?
The main difference is data residency — self-hosting keeps everything on your own server. Subscription tiers are identical: PRO ($49/yr) unlocks all 13 cost-basis methods and tax report exports; CPA adds multi-client management.
What is the CPA plan for?
The CPA plan ($499/yr) is for tax professionals. It includes everything in PRO plus 10 client license seats, a multi-client management dashboard, white-label PDF reports with your firm name, bulk export, and dedicated support with SLA.
Last updated: April 2026
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