Six plans for everyone — from solo freelancers to multi-location RIAs. 14-day free trial on every paid plan. Cancel anytime.
Free forever for 1 business · No credit card required
14-day trial · No credit card required
14-day trial · No credit card required
14-day trial · No credit card required
Every paid feature unlocked except multi-user. Includes 100 AI classifications, 5 AI estate extractions, 25 GB File Vault, full Tax Simulator, Filing Wizard, IRS forms, and the Hara Simulator.
Two plans built for firms. Both include unlimited client tenants.
For independent CPAs, wealth advisors, and small firms. Full white-label, per-client feature control, and rev share on every client you bring.
For RIAs, multi-family offices, and multi-location firms. SSO, advanced audit logging, dedicated success.
Every feature, every limit, side by side.
| Feature | Free | Starter | Pro | Family Office |
|---|---|---|---|---|
| Entities & transactions | ||||
| Entities | 1 | 3 | 10 | Unlimited |
| Transactions | 500 | 5,000 | Unlimited | Unlimited |
| AI classifications / mo | — | 50 | Unlimited | Unlimited |
| Plaid bank connections | — | ✓ | ✓ | ✓ |
| Books & bookkeeping | ||||
| P&L statements | ✓ | ✓ | ✓ | ✓ |
| Balance sheet | — | ✓ | ✓ | ✓ |
| Bank reconciliation | — | ✓ | ✓ | ✓ |
| Journal entries | — | — | ✓ | ✓ |
| Intercompany tracking | — | — | ✓ | ✓ |
| CPA export package | ✓ | ✓ | ✓ | ✓ |
| Tax intelligence | ||||
| Tax forecast (federal + state) | ✓ | ✓ | ✓ | ✓ |
| Tax Simulator (scenario modeling) | — | ✓ | ✓ | ✓ |
| Filing Wizard (1120-S → K-1 → 1040) | ✓ | ✓ | ✓ | ✓ |
| Deduction simulator | — | — | ✓ | ✓ |
| §179 / §280F depreciation | — | — | ✓ | ✓ |
| OBBB §163(h)(4) car loan interest | — | — | ✓ | ✓ |
| IRS forms PDF generation | ✓ | ✓ | ✓ | ✓ |
| Payroll projection & reasonable comp | — | — | ✓ | ✓ |
| FBAR / FATCA tracker | — | — | ✓ | ✓ |
| State annual report tracker (25 states) | ✓ | ✓ | ✓ | ✓ |
| Hara Simulator (Claude-powered) | — | — | — | ✓ |
| Investments & wealth | ||||
| Brokerage portfolio tracking (8 platforms) | — | — | ✓ | ✓ |
| Retirement plan modeling | — | — | ✓ | ✓ |
| Net worth consolidation | — | — | ✓ | ✓ |
| Loans & liabilities tracking | — | ✓ | ✓ | ✓ |
| Transaction-to-loan linking ⭐ | — | ✓ | ✓ | ✓ |
| Alternative investments (O&G, OZ, LIHTC, QSBS) | — | — | — | ✓ |
| Estate Planning | ||||
| AI document extraction (per month) | — | — | 5/mo | Unlimited |
| Trusts | — | — | 3 | Unlimited |
| Wills | — | — | 3 | Unlimited |
| Powers of Attorney | — | — | 5 | Unlimited |
| Advance Directives | — | — | Unlimited | Unlimited |
| Personal Property Memorandum | — | — | ✓ | ✓ |
| Multi-principal directives | — | — | — | ✓ |
| File Vault & documents | ||||
| Encrypted storage | 1 GB | 5 GB | 50 GB | 250 GB |
| Full version history | ✓ | ✓ | ✓ | ✓ |
| Document linking | — | ✓ | ✓ | ✓ |
| Full-text search | — | — | ✓ | ✓ |
| Expiration alerts | — | — | ✓ | ✓ |
| Multi-user team access (4 roles) | — | — | ✓ | ✓ |
| Role-based sharing | — | — | — | ✓ |
| AI agents | ||||
| Classifier Agent | ✓ | ✓ | ✓ | ✓ |
| Onboarding Agent | ✓ | ✓ | ✓ | ✓ |
| Support Agent | ✓ | ✓ | ✓ | ✓ |
| Insights Agent | — | 5/mo | Unlimited | Unlimited |
| Estate Agent (PDF extraction) | — | — | 5/mo | Unlimited |
| Tax Advisor (persistent chat) | — | — | — | ✓ |
| Collaboration & support | ||||
| Multi-user (owner/admin/member/viewer) | — | — | — | ✓ |
| Audit log (in-app) | 50 | 100 | 250 | 500 |
| Support | Priority email | Priority + chat | ||
Yes. Free forever for 1 entity, up to 500 transactions, with rule-based auto-classification, P&L, manual statement upload, the Filing Wizard, IRS forms, CPA export, and File Vault included. No credit card required. Plaid bank sync, AI classification, and the Tax Simulator unlock at Starter ($29/mo).
Your HaraPro account. One tenant holds all your entities (LLCs, S-Corps, trusts), all bank connections, all documents, and all estate records. Pro and above add multi-user access to one tenant.
Full access to every paid feature except multi-user. You get 100 AI classifications, 5 AI estate extractions, 25 GB File Vault, the full Tax Simulator, Filing Wizard, IRS forms generator, and the Hara Simulator. No credit card required up front.
Because we built HaraPro for owners, not bookkeepers. Pro covers up to 10 entities with unlimited transactions and unlimited AI classification at $79/mo — less than QuickBooks Online charges for a single company file. Running more than 10 businesses? Family Office removes the entity cap entirely.
A Claude-powered tax scenario engine on the Family Office tier. 8 pre-built templates (S-Corp vs LLC, depreciation schedule, retirement max, salary split, entity restructure, what-if tax, DB plan impact, quarterly estimates) plus custom scenarios. It runs on your actual entity data, not generic examples.
Yes. Upgrade or downgrade from your billing settings. Upgrades are prorated; downgrades take effect at the next billing cycle.
Export everything (transactions, documents, estate data) before you cancel. After cancellation, your data is held in cold storage for 90 days, then permanently deleted. See our security policy →
Yes — 30-day money-back guarantee on all paid plans. No questions asked.
CPAs, advisors, and firms refer their clients to HaraPro and earn 15–25% recurring revenue share. Full white-label, per-client feature control, and bulk tenant management included. See Partner Program details →
Credit and debit cards via Stripe. ACH and wire for Partner and Enterprise tiers. We never store your card number — Stripe handles all card data.
AES-256 encryption at rest, TLS 1.3 in transit, tenant-isolated storage, full audit logging, and SOC 2 Type II audit in progress (Q4 2026 completion). Bank data flows through Plaid — we never see your bank password. Read our full security posture →
Connect your first entity in minutes. No credit card required for Free or 14-day trials.
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