Simple, Transparent Pricing
Choose the plan that fits your business. Join the waitlist to lock in early-bird pricing.
Launching first in Houston & Harris County. Join the waitlist to lock in early-bird pricing.
Essential
For single-location businesses.
Save ~15%
- 1 Business Location
- Auto-Generated Compliance Calendar
- Compliance Dashboard
- Smart Email Alerts
- Ask Teddy
- 3-Day Free Trial — 6-month visibility during trial
- 12-month rolling visibility once active
Pro
For businesses with multiple locations.
Save ~15%
- Up to 10 Locations
- Auto-Generated Compliance Calendar
- Compliance Dashboard
- Smart Email Alerts
- Ask Teddy (Enhanced Answers)
- Export Reports (PDF & Excel)
- 100 SMS Alerts per month
- 3-Day Free Trial — 6-month visibility during trial
- 12-month rolling visibility once active
Agency
Best for CPA firms and bookkeepers managing up to 10 client companies.
Save ~19%
- 10 Client Companies
- 50 Total Locations
- Multi-Client Command Center
- Auto-Generated Compliance Calendar
- Compliance Dashboard
- Smart Email Alerts
- Ask Teddy (CPA Mode)
- 500 SMS Alerts per month
- Export Reports (PDF & Excel)
- Priority Support
- Concierge Onboarding
Partner
For firms managing 25+ clients.
Save ~20%
- 25 Client Companies
- 125 Total Locations
- Multi-Client Command Center
- Auto-Generated Compliance Calendar
- Compliance Dashboard
- Smart Email Alerts
- Ask Teddy (CPA Mode)
- 1,000+ SMS Alerts per month
- Export Reports (PDF & Excel)
- Priority Support
- Done-For-You Setup
- Dedicated Account Manager
Flexible upgrades: Start with Essential or Pro and upgrade anytime. Agency & Partner plans require a brief consultation to ensure the best fit for your firm.
Three steps to your compliance calendar
Tell us about your business
Business type, location, permits you hold. Takes about 5 minutes.
We build your calendar
State and local deadlines matched to your business. 6-month view during trial, 12-month once active.
Get reminders before deadlines
Email alerts on all plans. SMS on Pro and above. Questions? Ask Teddy.
Frequently Asked Questions
How does the 3-day trial work?
Sign up for Essential or Pro and get 3 days completely free.
During the trial, you'll see a 6-month compliance preview to help you understand your upcoming obligations.
After 3 days, your subscription activates, your visibility expands to a 12-month rolling window, and billing begins.
You can cancel anytime during the trial to avoid charges.
Can I switch between Essential and Pro?
Yes — you can move between Essential and Pro at any time.
Upgrades
Take effect immediately. You'll be charged a prorated amount for the remainder of your billing cycle.
Downgrades
Take effect at your next billing cycle. You'll keep full access until then.
How do I upgrade to Agency or Partner?
Agency and Partner plans are built for CPA firms and agencies managing multiple client businesses.
Click "Book a Call" to schedule a brief review demo. We'll walk through your needs, confirm the right tier, and activate your plan.
These plans are not available as self-serve upgrades.
What happens if I exceed my SMS quota?
If you reach your monthly SMS limit, we'll notify you by email.
You'll continue receiving all email alerts, and SMS alerts will automatically resume at your next billing month.
If you consistently hit your cap, consider upgrading to a higher tier.
Do you offer refunds?
No. Because ComplyTX provides immediate access to compliance data, personalized deadlines, and automated alerts, all charges are non-refundable.
If you're unsure which plan is right, start with the 3-day trial on Essential or Pro, or book a quick call for guidance.
Get early access
Join Houston business owners on the waitlist.
Be first to know when we launch