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Pricing

CRM and operations plans for every stage of independent business.

Start with a client CRM and operational workspace, add deeper financial workflows and reporting, or choose guided implementation for a more complete setup.

Self-Serve

Business Organizer

$99USD

Plan price. Billing terms are confirmed before checkout.

The foundation for tracking business money, records, invoices, and deadlines.

Best for People who need a clear system for essential business records and follow-ups.

Includes

  • Financial overview workspace
  • Income organization
  • Expense organization
  • Document vault
  • Invoice tracking
  • Deadline tracking
  • Basic tasks
  • Core records dashboard

Outcome Move your essential business records out of scattered tools and into one organized system.

Start with Business Organizer

Self-Serve

Freelancer Finance Desk

$199USD

Plan price. Billing terms are confirmed before checkout.

A financial workspace built around client work, invoices, expenses, and tax readiness.

Best for Freelancers, consultants, and independent service professionals.

Includes everything in Business Organizer, plus

  • Client workspace
  • Project or engagement tracking
  • Recurring invoice follow-up
  • Receivables visibility
  • Tax-readiness workspace
  • Service-business templates
  • Accountant-ready organization structure

Outcome Move from basic organization to a functioning finance desk for a client-based business.

Choose Finance Desk

Self-Serve

Business Setup System

$299USD

Plan price. Billing terms are confirmed before checkout.

A guided structure for establishing the financial and administrative foundations of a business.

Best for First-time business owners and people building proper financial processes.

Includes everything in Freelancer Finance Desk, plus

  • Guided setup workflow
  • Business-finance templates
  • Compliance calendar
  • Revenue-stream configuration
  • Record-import tools
  • Administrative checklists
  • Structured onboarding path

Outcome Build a cleaner operating structure instead of improvising your records as the business grows.

Build My Workspace

Financial Operations

Tax-Ready Business

$399USD

Plan price. Billing terms are confirmed before checkout.

An expanded workflow for financial record organization, document collection, review, and accountant handoff.

Best for Business owners who want cleaner year-round records and stronger tax preparation.

Includes

  • Full-year record organization
  • Transaction review workflow
  • Missing-document tracking
  • Tax-readiness dashboard
  • Supporting-document collection
  • Structured exports
  • Accountant handoff workflow

Outcome Reduce the last-minute scramble by organizing records before important deadlines arrive.

Get Tax-Ready

Financial Operations

Business Operations Pro

$499USD

Plan price. Billing terms are confirmed before checkout.

The complete workspace across money, invoices, documents, clients, tasks, workflows, and reports.

Best for Business owners who want the most complete software-first setup.

Includes

  • Complete workspace
  • Financial command center
  • Income and expense workflows
  • Client workspace
  • Invoice and receivable tracking
  • Reports and exports
  • Document organization
  • Recurring workflows
  • Multi-workstream visibility
  • Expanded tracking and automation

Outcome Run the financial and administrative side of your business from one operating system.

Choose Operations Pro

Guided Setup

Finance Concierge

Recommended

$699USD

Plan price. Billing terms are confirmed before checkout.

A personalized setup with direct implementation assistance.

Best for Business owners who want software plus guided implementation.

Includes everything in Business Operations Pro, plus

  • Personal onboarding
  • Guided workspace configuration
  • Existing-record import assistance
  • Workflow setup support
  • Personalized setup recommendations
  • Priority assistance
  • Setup review

Outcome Receive more than software access. Get help turning your records and responsibilities into a working financial system.

Recommended for growing independent businesses that want hands-on setup help without outsourcing day-to-day operations.

Start Guided Setup

Guided Setup

Complete Business Back Office

Highest-touch setup

$999USD

Plan price. Billing terms are confirmed before checkout.

A high-touch implementation configured around how you manage clients, invoices, records, recurring work, and professional review.

Best for Business owners who want the most complete implementation.

Includes everything in Finance Concierge, plus

  • Full financial workspace implementation
  • Deeper existing-record organization
  • Custom financial workflows
  • Tax-readiness review
  • Client and payment-tracking setup
  • Accountant handoff preparation
  • Expanded personalized configuration
  • Priority support

Outcome Build a complete operating workspace with guided implementation rather than starting from an empty system.

Build My Workspace

What changes as plans increase?

Self-Serve

Increase the depth of the software, templates, workflows, and organization tools available to you.

Financial Operations

Add stronger tax readiness, reporting, financial workflows, and business-wide visibility.

Guided Setup

Add onboarding, configuration, record organization, implementation support, and personalized assistance.

Compare plans without losing the details.

Choose the plans that match how much you want to organize yourself and how much setup help you want from the platform.

Self-serve

Business Organizer, Freelancer Finance Desk, Business Setup System

Best when you want software, templates, and a structured setup path you manage yourself.

Financial operations

Tax-Ready Business, Business Operations Pro

Best when you need deeper records, reporting, tax-readiness workflows, and business-wide visibility.

Guided setup

Finance Concierge, Complete Business Back Office

Best when you want onboarding, configuration, record organization, and implementation assistance.

Business Organizer

Self-Serve

$99

One-time

People who need a clear system for essential business records and follow-ups.

Start with Business Organizer

Finance Concierge

Guided Setup

$699

One-time

Business owners who want software plus guided implementation.

RecommendedStart Guided Setup

Which plan fits your business?

Choose Business Organizer when
You mainly need a clear system for essential records, invoices, expenses, and deadlines.
Choose Freelancer Finance Desk when
You work with clients and want stronger invoice, receivable, and engagement organization.
Choose Business Setup System when
You are building your business processes for the first time.
Choose Tax-Ready Business when
Your main priority is maintaining clean records for professional review.
Choose Business Operations Pro when
You want the most complete self-managed workspace.
Choose Finance Concierge when
You want software plus guided setup and configuration.
Choose Complete Business Back Office when
You want the highest-touch implementation and more complete record organization.

Self-Serve

Increase the depth of the software, templates, workflows, and organization tools available to you.

Financial Operations

Add stronger tax readiness, reporting, financial workflows, and business-wide visibility.

Guided Setup

Add onboarding, configuration, record organization, implementation support, and personalized assistance.

Managed service

Individual Taxes

Transparent, flat-rate pricing for every personal tax situation. Expert review is included.

Empire tax experts prepare and review each return based on the selected tax situation and the information provided by the customer.

Individual Taxes is a separately purchased managed service. It is not part of the software plans above and is not included in any plan entitlement.

  • Simple $99 one-time
  • Itemized $199 one-time
  • Freelance $299 one-time
  • Rental $399 one-time
  • Complete $499 one-time

Simple

Simple, W-2

$99One-time

Perfect for straightforward individual tax returns with employment income and the standard deduction.

  • Federal and one state return
  • W-2 income reporting
  • Standard deduction
  • Basic year-round support
Choose Simple

Itemized

Itemized and Family

$199One-time

For homeowners, families, and individuals who need to claim itemized deductions or household-related credits.

  • Everything in Simple
  • Itemized deductions, Schedule A
  • Child and dependent credits
  • Interest and dividends, Schedule B
  • HSA contributions
Choose Itemized

Freelance

Freelance and Crypto

$299One-time

For freelancers, independent contractors, and individuals reporting business or cryptocurrency activity.

  • Everything in Itemized
  • 1099-NEC and 1099-K income
  • Business expenses, Schedule C
  • Cryptocurrency trades
  • Home-office deduction
Choose Freelance

Rental

Rental and Investments

$399One-time

For property owners, investors, partners, and individuals with more involved investment income.

  • Everything in Freelance
  • Rental-property income, Schedule E
  • K-1 partnership income
  • Stock options, RSUs, and ESPPs
  • Capital gains and losses, Schedule D
Choose Rental
Most comprehensive

Complete

Complete Package

$499One-time

The most comprehensive option for multi-state, equity, foreign-account, and complex individual tax situations.

  • Everything in Rental
  • Multi-state filings for all states
  • Complex K-1 and equity reporting
  • Foreign bank account reporting, including FBAR where applicable
  • Comprehensive tax planning
  • Dedicated tax strategy advisor
Choose Complete

Compare tax packages

State return coverage is one state for Simple through Rental. Complete includes multi-state filings.

CoverageSimple$99Complete$499
Federal returnIncludedIncluded
State returnIncludedIncluded
W-2 incomeIncludedIncluded
Itemized deductionsNot includedIncluded
Child and dependent creditsNot includedIncluded
Interest and dividendsNot includedIncluded
HSA contributionsNot includedIncluded
1099 incomeNot includedIncluded
Business expensesNot includedIncluded
Cryptocurrency activityNot includedIncluded
Home-office deductionNot includedIncluded
Rental incomeNot includedIncluded
K-1 incomeNot includedIncluded
Stock and equity activityNot includedIncluded
Capital gains and lossesNot includedIncluded
Multi-state filingNot includedIncluded
Foreign bank account reportingNot includedWhere applicable
Tax planningNot includedIncluded
Dedicated tax strategy advisorNot includedIncluded
About the Individual Taxes service

Self-serve or guided?

Self-serve plans give you the software, templates, and structure to build the workspace yourself. Guided plans add implementation: onboarding, configuration, record organization, and workflow setup performed with you.

Implementation scope

  • Onboarding session covering how the business earns, spends, and records
  • Workspace configuration for categories, clients, properties, and views
  • Assistance importing and organizing existing records
  • Workflow configuration for recurring responsibilities
  • Setup review and personalized recommendations

The CRM and implementation services organize clients, engagements, invoices, financial records, workflows, documents, and tax-readiness activity. They do not automatically include tax preparation, filing, legal advice, or financial advice. Individual Taxes is a separately purchased managed service with the inclusions stated for the selected tax package.

Pricing questions

Prices and included services are presented clearly before checkout. Taxes, billing terms, renewal terms, delivery scope, and any applicable limitations are displayed using the approved commercial terms.

Review legal and commercial information

Choose the plan that matches how much you want to build yourself.

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