Clear Pricing
Guidance for less than an hour with a CPA
Save ~20% annually. No contract, cancel anytime.
Starter
$0 / month
$0 / month
Tax estimates and cash flow alerts, no card required.
Get Started Free- Quarterly estimated tax calculations
- Cash flow gap alerts (30-day forward)
- One accounting integration
- Annual tax summary report
- Email support
Most Popular
Advisor
$49 / month
$39 / month
billed annually
Quarterly planning, retirement guidance, and filing prep.
Start Advisor- Everything in Starter
- Retirement account selection and limits
- SEP-IRA and Solo 401k contribution guidance
- Quarterly filing prep documents
- Multiple accounting integrations
- Priority email and chat support
Business
$89 / month
$71 / month
billed annually
Everything in Advisor, plus S-corp year-end and partnership return support.
Start Business- Everything in Advisor
- S-corp year-end filing support
- Partnership return preparation support
- Payroll tax reconciliation
- Up to 3 team members
- Dedicated advisor review (quarterly)
Compare
Compare all features
| Feature | Starter | Advisor | Business |
|---|---|---|---|
| Tax Guidance | |||
| Quarterly estimated tax calculations | |||
| Safe-harbor method selection | |||
| Quarterly filing prep documents | |||
| S-corp year-end filing support | |||
| Partnership return support | |||
| Retirement Planning | |||
| Retirement account recommendation | |||
| SEP-IRA and Solo 401k contribution limits | |||
| Funding deadline reminders | |||
| Cash Flow | |||
| 30-day cash gap alerts | |||
| Payroll tax reconciliation | |||
| Access and Support | |||
| Accounting integrations | 1 | Unlimited | Unlimited |
| Team members | 1 | 1 | Up to 3 |
| Quarterly advisor review | |||
| Support channel | Priority email and chat | Priority email and chat | |
FAQ
Pricing answers
Yes. Starter is free forever, with no credit card required. It includes quarterly estimated tax calculations, 30-day forward cash flow gap alerts, one accounting integration, an annual tax summary report, and email support.
Yes. Cancel or downgrade monthly plans at the end of any billing cycle. Annual plans can be canceled at renewal. Access continues through your paid period.
Uprise is financial guidance software, not a licensed tax or legal advisor. It automates calculations and planning your accountant might otherwise handle manually, leaving your CPA more time for strategy than data entry. Without a CPA, Uprise covers quarterly planning, so you need professional help only when filing.
Annual billing is available for Advisor and Business. Pay for 10 months and receive 12. The displayed monthly rate is the effective cost with annual billing. The full yearly charge is made at the start of each billing year.
Variable income is where Uprise can help most. Rather than divide an annual estimate by four, Uprise applies the annualized income method when earnings vary. Your Q1 estimate may be significantly lower than Q4, and that can be correct. You pay what you owe on income actually earned, avoiding overpayment during slower quarters.
Get Started
Start the quarter prepared.
Free forever, no credit card. First quarterly estimate ready within one business day of connecting.