AuditKit Pricing

AuditKit does not replace professional judgment — it accelerates document review and draft generation. All AI outputs carry an explicit citation statement directing you to verify statutory references before submission. The tool does not provide legal advice, and preparers remain responsible for responses filed under their EA credentials. This mirrors the standard use of tax research software (CCH AnswerConnect, Thomson Reuters) in solo practices: acceleration with verification accountability.

The AI extracts structured fields from IRS notice PDFs and generates drafts against a citation graph built from IRC provisions and Revenue Rulings. You receive a structured draft with flagged uncertainty areas. The workflow requires human review before any response is filed — this is intentional. Misreadings are visible in the draft structure; the review step is where professional judgment applies. Accuracy improves through iterative corrections, which retune notice-parsing confidence over time in your practice profile.

Data is encrypted at rest (AES-256) and in transit (TLS 1.3). Notice PDFs and drafts are stored exclusively in your isolated tenant environment — not used for model training. Firm and Enterprise plans include data retention controls (configurable 30–730 days). SOC 2 Type II audit report available on request. A Data Processing Agreement (DPA) is available for Firm-tier clients requiring formal contractual retention terms.

Existing tools handle compliance checking and tax return preparation. AuditKit addresses a separate, manual workflow: IRS audit response drafting. The average IRS audit notice requires 2–4 hours of document assembly, timeline verification, and draft writing for a solo preparer. At Professional tier, if AuditKit saves 1.5 hours per audit notice, the math recovers its cost at roughly 4–5 notices per month. The comparison is not to tax software — it's to time spent manually.

AuditKit is a practice management and drafting tool, not a tax advice service. As such, it does not trigger Circular 230 practitioner regulations directly. However, preparers remain obligated to Circular 230 standards when using any software output: you must exercise independent professional judgment, verify cite references, and document your review process. AuditKit provides audit trails to support that documentation. We recommend reviewing your firm's use of AI tools against applicable state board guidance.

The Starter and Professional plans are self-serve: account creation, notice ingestion, and first draft generation typically complete within 20–30 minutes. No on-boarding call required. Firm plans include a 60-minute setup session covering user provisioning, SSO configuration, and initial practice profile calibration. Documentation, video walkthroughs, and a sandbox mode are available immediately on signup.

All plans are month-to-month with no annual commitment required. Upgrades take effect immediately and are prorated. Downgrades apply at the next billing cycle. Annual billing (20% discount) is optional — cancellation before the cycle ends does not trigger refunds, but no penalties apply beyond forfeiture of the annual rate difference. Export your response history and client audit records at any point in standard JSON/CSV format.

ProConnect Tax Online and Drake Tax integration covers client record import (name, EIN, filing year) to pre-populate audit context. Direct PDF import from any desktop tax software is supported. API access is available on Enterprise plan for custom integration requirements. Zapier and webhook support enables connection to practice management systems (Canopy, Jetpack Workflow) on Firm plan and above.