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Professional Due Diligence Made Simple

IRS Form 8867 compliance for tax preparers. Choose the plan that fits your season.

Free for TaxOffice.AI Platform subscribers

See It In Action

Tax Season Pass
Access for January-April tax season
$99one-time
  • Full access during tax season (Jan-Apr)
  • Unlimited clients
  • Due diligence attestations
  • Form 8867 compliance
  • Client data export
  • Email support
Most Popular
Annual Pass
Full year access including extension season
$149/year
  • Full year access (includes extensions)
  • Unlimited clients
  • Due diligence attestations
  • Form 8867 compliance
  • Client data export
  • Priority email support
  • Early access to new features
Never Miss Another Tax Client Call
Upgrade to TaxOffice.AI Platform and get Due Diligence included free

24/7 AI receptionist (Jasmine), smart CRM, automated client follow-ups, appointment scheduling, and bilingual support. Stop losing clients to missed calls. Starting at $297/month.

Learn About TaxOffice.AI Platform

Frequently Asked Questions

What's the difference between Seasonal and Annual?

The Seasonal Pass gives you access during the primary tax season (January-April) for a one-time payment of $99. The Annual Pass gives you year-round access including extension season for $149/year with automatic renewal.

Is this really free for TaxOffice.AI subscribers?

Yes! All TaxOffice.AI Platform subscribers get full access to Due Diligence at no additional cost. It's included in all subscription tiers ($297/mo and up).

Can I upgrade from Seasonal to Annual?

Yes! Contact support and we'll credit your seasonal pass payment toward an annual subscription.

What happens to my data after the season ends?

Your data is safely stored and accessible when you renew. We never delete client attestations.