Name: Tax Orator
Brand: Tax Orator

Question 1

What's included in the free plan?

Accepted Answer

Our Discovery plan includes 10 free queries with full access to the complete tax knowledge base covering federal and all 50 state tax authorities. You also get tax planning insights and a 7-day query history. No credit card required.

Question 2

What is the Keystone Program?

Accepted Answer

The Keystone Program locks in 40% off for your first 12 months on any paid plan. It is limited to 200 Keystone Members total. You start with a 7-day free trial to test real client questions. After billing begins, Keystone Members get 7 more risk-free days to cancel for a full refund. Once all 200 spots are claimed, the program closes and standard pricing applies.

Question 3

How does the 14-day Keystone guarantee work?

Accepted Answer

Paid plans start with 7 free trial days. Keystone members then have 7 additional days after the first charge to cancel for a full refund.

Question 4

How does pricing compare to other tax research tools?

Accepted Answer

Premium AI tax research platforms typically charge $1,000 or more per tax season for research functionality alone. Tax Orator's Solo plan is $79/month billed monthly (about $948 over 12 months), includes all 50 states plus federal coverage, and includes tax planning insights that competitors often charge extra for.

Question 5

Can I add team members?

Accepted Answer

Yes. The Firm Growth Engine plan includes 3 team seats and the Practice Command Center includes 8 team seats with usage analytics, so your entire team can access citation-backed tax research.

Question 6

Is there an annual discount?

Accepted Answer

Not at this time. All plans are currently month-to-month. If the Keystone Program is active, Keystone Members receive 40% off for 12 months, which is our deepest long-term savings offer.

Question 7

What happens if I exceed my query limit?

Accepted Answer

You can upgrade to a higher-tier plan anytime with no overage charges or penalties. Paid plan query limits reset on the first of each month. Discovery tier queries do not reset.

Question 8

Do all plans include source citations?

Accepted Answer

Absolutely. Every pricing tier, from the free Discovery plan through the Practice Command Center, includes full citation-backed answers with direct links to IRS publications, IRC sections, Treasury regulations, and state tax authority documents.

Question 9

What counts as a query?

Accepted Answer

Typing a question in the chat and receiving a response counts as one query. Follow-up questions in the same conversation each count as one query. Browsing your query history, viewing source documents, and giving feedback (thumbs up or down) do not count toward your limit.

Question 10

Can I pool queries across my whole team?

Accepted Answer

Yes. The Firm Growth Engine and Practice Command Center plans share a single query pool across all team seats. Usage is tracked per team, not per individual, so your team can allocate queries based on workload rather than fixed per-person limits.

Question 11

Can I cancel anytime?

Accepted Answer

Yes. All plans are month-to-month with no long-term contracts. Cancel anytime from the billing portal. Keystone Program members within the guarantee window receive a full refund of their most recent charge.

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