Free
Available in preview$0
- Educational answers grounded in IRS sources
- The free 2026 gift check
- Optional free account
- Basic Gift Ledger by recipient
- Access to your own records
Starter pricing · preview
Start free. Grow into planning.
Plus and the Organizer are open for early access — the ledger works today, and the remaining features arrive during your membership. Advisor is in early access for professionals.
Gift Organizer
Early access$49
one-time · per donor, per tax year
- Guided organization of your gift information
- A missing-information checklist
- A downloadable accountant handoff packet: gift summary, the supporting information you supplied, and unresolved questions
Gift.tax Plus
Early access$149
per year · about $12.42/month
- Everything in the Gift Organizer — members don't pay twice
- One household with up to two separately tracked donor profiles
- Multiple recipients and full gift history
- Actual-versus-planned tracking
- Supported planning scenarios
- Deadline and year-end reminders
- Updated organizer packets throughout your membership
Advisor
Early access$99
per month · or $990/year (about $82.50/month)
- Request access from clients, or accept their invites
- Read-only view of what each client chooses to share
- Client workspaces and staff seats (planned)
- Larger firms and family offices: custom pricing
Organizer → Plus credit
Buy the $49 Organizer and upgrade to Plus within 30 days: your $49 is credited toward the first annual Plus purchase.
Our promise
Software fees refunded within 14 days of your first purchase — see our Refund Policy. We don't guarantee tax savings, filing outcomes, or IRS acceptance.
Flat pricing, always
We charge flat prices — never a percentage of your gifts. Professional introductions are optional, and any referral compensation is disclosed.
Planning scenarios (planned)
Example of what a scenario will show, using your Gift Ledger as the starting point:
Example · two children, 2026
- Child A: $12,000 given → $7,000 left within the annual exclusion
- Child B: $0 given → $19,000 left within the annual exclusion
- Scenario: give $7,000 and $19,000 before Dec 31
Annual-exclusion arithmetic for illustration.
Advisor sharing
Invite your CPA, attorney, or advisor to view the records you choose, with access you can revoke. Gift.tax won't share anything without your permission, and you can keep working with your existing advisors.
- Invite an advisor by email, or approve an advisor's request — either way, you approve.
- Choose per advisor: Gift Ledger, saved check results, saved conversations.
- Advisors can view only, never edit. Stop sharing at any time.
- Advisors need the Advisor plan ($99/month or $990/year); clients share for free.
These prices cover software and organization. Human tax review, return preparation and filing, valuations, and estate-planning services require a separate scope and quote. Handoff packets organize records for your professional.