Simple, Transparent Pricing

No hidden fees. Start free, upgrade when you need more.

Free

$0 / forever

Unlimited imports, exports require PRO

  • Unlimited transaction imports
  • FIFO cost basis method
  • Basic CSV export
  • All 29+ exchange parsers
  • Self-host with Docker
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Most Popular

Pro

$49 / year

per tax year

  • Unlimited transactions
  • 13 cost basis methods including international (AU, CA, KR, IN, ES, UK, DE, FR, JP)
  • Form 8949 PDF export
  • Wash sale detection
  • Schedule D summary
  • Priority support
  • 1099-DA reconciliation & gap detection
  • Tax simulator — preview before you sell
Upgrade to ProGet Lifetime Access — $199

CPA

$499 / year

per year · 10 client licenses included

  • Everything in Pro
  • 10 client licenses included
  • Additional clients at $39 each
  • Multi-client management
  • White-label reports & bulk export
  • Dedicated support + SLA
Upgrade to CPA

Feature Comparison

FeatureFreeProCPA
Transaction LimitUnlimitedUnlimitedUnlimited
Cost Basis MethodsFIFO only13 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 Licenses10 included (+$39/extra)

Self-hosted users: the same FREE/PRO/CPA subscription tiers apply. Your financial data stays on your server — no extra self-hosting fee.

Prefer to Self-Host?

dTax's core tax engine is open source under AGPL-3.0. Deploy on your own server with Docker and keep your financial data on your own server. The same FREE/PRO/CPA plans apply — no extra self-hosting fee.

View on GitHub

Pricing 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 unlimited transactions, all 13 cost-basis methods (FIFO, LIFO, HIFO, Specific ID + 9 international: AU/CA/KR/IN/ES/DE/FR/JP/UK), Form 8949 PDF export, 1099-DA reconciliation, and the tax simulator.

Can I self-host dTax?

Yes. Deploy with a single docker-compose command — your financial data stays on your server. The same FREE/PRO/CPA subscription tiers apply as the cloud version.

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 (additional at $39 each), a multi-client management dashboard, white-label PDF reports with your firm name, bulk export, and dedicated support with SLA.

Is there a lifetime PRO option?

Yes. The PRO Lifetime plan is a one-time payment of $199 for permanent access to all PRO features — no annual renewal. Includes all 13 cost-basis methods, unlimited tax reports, and priority support.

Last updated: April 2026

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