Solo
For a single preparer or small office.
$795/ year
Up to 250 client returns per tax year
Choose SoloPRICING & FREE TRIAL
Priced by the returns you review, not the seats you fill.
One annual plan per office. Every plan includes every opportunity rule, unlimited users and workstations, and the new tax year's updates. Start with 25 of your own client returns, free.
Free trial
Run 25 real returns. See what turns up.
Pick the clients you're curious about and run them through every opportunity rule. Use the full application, review the evidence, and build a real follow-up list before you decide.
- 25 client returnsPrior-year returns you add for comparison are included.
- No credit cardNothing to cancel if it isn't a fit.
- No countdown clockWork through your returns at your own pace.
25returns
free
Start free trial Your trial results carry over when you subscribe.free
Annual plans
Pick a plan by return volume.
Everything is included at every level. The only difference is how many client returns your office runs through WealthDetect each tax season.
Practice
For growing tax and advisory teams.
$1,795/ year
Up to 1,000 client returns per tax year
Choose PracticeFirm
For multi-preparer, multi-office firms.
$3,495/ year
Up to 3,000 client returns per tax year
Choose FirmIncluded in every plan
Every opportunity ruleUnlimited users and workstationsSource-linked evidence reviewRanked client review queueYear-over-year comparisonLocal or office-server storageAdjustable thresholds and firm settingsNew tax-year updates while subscribed
Reviewing more than 3,000 returns a season? Talk to us about volume pricing
The math
One conversation can cover the year.
As an example, a $250,000 rollover managed at a 1% advisory fee is about $2,500 in annual revenue. From a single client, that covers a full year of the Practice plan. Your results depend on your clients, your services, and your team's follow-up.
Questions
Before you get started.
What counts as a return?
One client's return for one tax year. Running the same return again after you add documents or change a setting doesn't use another. Prior-year returns you load for year-over-year comparison are included at no extra count.
Why a 25-return trial instead of 30 days?
A time limit rushes you through setup during the busiest part of the year. A return limit lets you test WealthDetect on real clients whenever you have time, at whatever pace suits your office.
What happens if we go over our plan's limit?
WealthDetect lets you know as you get close. You can move up a plan in the middle of the season and pay only the prorated difference. Your work is never locked mid-review.
Is there monthly billing?
Plans are billed annually. Each subscription covers a tax season and includes that year's form, threshold, and rule updates. Renewing subscribers receive the next tax year's updates.
What do I need to run it?
A Windows 10 or 11 computer for each person using it. Everything installs with WealthDetect; there is no separate database software to set up. Offices with several workstations can point every copy to a shared folder on their office server.
Is WealthDetect tax preparation software?
No. It is a separate opportunity-discovery tool that reviews completed returns and supporting documents for potential investment and wealth-management opportunities. It does not prepare or audit tax returns.
Does it make investment recommendations?
No. It identifies potential conversation starters for professionals to review. Your firm and its appropriately licensed personnel remain responsible for suitability, advisory decisions, and any outreach.
Who handles billing?
Payments are processed securely by Stripe. WealthDetect is a product of InQTax, so charges appear on your statement as InQTax.
Prefer a walkthrough?
Request a demo See it with someone first.
We'll show you the review queue and evidence workflow before you run your own returns.