Gift.tax Plus · early access

Every gift you've saved, organized into one plan.

Your free Gift Ledger shows what you've given. Plus keeps the whole household's giving in one place across the year, and prepares what your accountant needs.

Gift.tax Plus

$149 / year

Includes the Gift Organizer — you never pay twice.

Ready today

  • Gift Ledger by recipient and year, with actual vs planned amounts
  • Saved free checks you can add to your ledger
  • Saved guide conversations

Coming during your membership

  • Up to two separately tracked donor profiles in one household
  • Supported planning scenarios
  • Deadline and year-end reminders
  • Accountant handoff packets, updated throughout your membership
  • Advisor sharing you control and can revoke

Just need one year sorted?

$49 one-time

Gift Organizer · one donor, one tax year (2026)

Guided organization, a missing-information checklist, and an accountant handoff packet (planned). Upgrade to Plus within 30 days and your $49 is credited toward your first year.

14-day refund. Software fees refunded within 14 days of your first purchase. Refund Policy

Flat price. Never a percentage of your gifts.

Prepared for your advisor. Packets organize your records for professional review; Gift.tax does not prepare or file returns.

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