Pricing Options

Select the tier that best fits your firm's size and implementation needs.

Pricing & Options

Select Your Compliance Tier

Tiered primarily by implementation support and packaging polish.

Core

$149one-time

The documentation core for solo preparers.

  • Full editable template system
  • Clean client-ready forms
  • Commercial license for one firm
  • Self-service experience
Recommended Launch Offer

Professional

$349one-time

Everything a small tax firm needs to launch.

  • Everything in Core
  • Quickstart & Implementation pack
  • Customization checklist
  • Export-order documents
  • Release checklist
  • Premium commercial packaging

Premium / Assisted

$1,500+one-time

Hands-on implementation and review.

  • Everything in Professional
  • Live implementation review call
  • Workflow customization support
  • Optional branded delivery pack
  • Priority email support
  • TaxDome Integration Blueprint

Commercial license included. Not legal advice. No audit-outcome guarantees.

What's Included in Each Tier

Core

$149

Professional

$349

Premium

$1,500+

Master Compliance Manual
Supervisory Oversight SOP
WISP Template
6 Operational SOPs (W-2, 1099, 1095-A, 8879, Bank Products, Intake)
Client Onboarding Pack
Audit Log Templates
Commercial license for one firm
Quickstart & Implementation Guide
❌
Customization Checklist
❌
Export-Ready Client Deliverable Templates
❌
Release Checklist
❌
Premium Packaging Materials
❌
60-Minute Implementation Review Call
❌
❌
Workflow Customization Support
❌
❌
Optional Branded Delivery Pack (we add your logo)
❌
❌
Priority Email Support
❌
❌
TaxDome Integration Blueprint ($249 value)
❌
❌

Frequently Asked Questions

What format are the templates?▼
All templates are provided as editable Microsoft Word (.docx) and Google Docs files. You can customize them with your firm name, logo, and specific procedures.
How is the product delivered?▼
After purchase, you'll receive an email with a download link. The files are packaged as a ZIP archive containing all templates and documentation.
Can I use the templates for multiple offices?▼
The standard license covers one firm location. For multiple offices, please contact us for custom licensing.
Do I need TaxDome to use this?▼
No. Audit-Shield is a standalone template and SOP system. The TaxDome Add-On is an optional purchase that provides workflow blueprints for configuring TaxDome pipelines and tasks.
What's your refund policy?▼
Due to the digital nature of the product, we offer refunds within 14 days if you haven't extensively used the templates. Contact us if you have issues.
Is this legal advice?▼
No. Audit-Shield provides templates and frameworks for documentation, not legal advice. Always consult with your compliance officer or legal counsel for firm-specific guidance.
Can I add my firm's logo and branding?▼
Yes. All templates are fully editable. You can add your logo, firm name, contact information, and customize procedures to match your workflows.
How is Premium different from Professional?▼
Premium includes a live 60-minute implementation review call where we review your customized setup, answer questions, and provide guidance specific to your firm.

Still Have Questions?

If you're unsure which tier is right for your firm, or have questions about implementation, we're here to help.

Contact Us