Pricing tailored
to your firm

One platform, priced to your firm on request. Every firm gets review memory, cited research, agents, Spaces and Vault, with no per-seat true-ups mid-season.

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Review-ready returns with last year’s reasoning already on the line, for every return type your firm prepares, with the access, data and rollout controls larger firms need.

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Includes

Prior-year review memory on every line
Client register of elections and positions
Cited answers across authority and workpapers
Agent drafts for review, workpapers and client requests
A Space per client with readiness tracking
Read-only integrations with your document systems
Audit log and row-level tenancy
A CPA on our team through onboarding
Dedicated support team
Enhanced permissions and security controls
Custom implementation and firm training
Enterprise SSO and identity provider integration
Data retention controls by office or practice

One annual agreement. Onboarding included. Custom terms and security review.

Estimate the ROI
Pernee gives

Pernee runs the whole return, from prior-year context and client chases to workpapers, the draft, review, changes and the signer brief.

Returns filed per yearHours spent per returnhoursAverage fee per client$

Hours saved per year3,840

Extra returns you can take on480

Added revenue capacity$1,200,000

An estimate, not a quote. Assumes Pernee takes on 60% of the time per return, with a person approving every step.

FAQs

How is pricing set?

On request, from an annual agreement sized to your firm and your return volume. There is one plan, so every firm gets the whole platform.

Is client data used for training?

No. Neither Pernee nor its model providers train on your prompts, documents or output, on any plan.

Are there onboarding fees?

Onboarding is included. A CPA on our team runs the pilot with you.

What is the contract length?

Twelve months, renewing annually with 15 days’ notice of any change in price.

What happens after busy season?

The memory keeps working. Positions, comments and elections carry into extensions and next year’s returns.

Empower Your Firm with Pernee