Official price sheet

CPA Lightspeed pricing.

Effective July 6, 2026 · Supersedes all prior pricing · Prices in USD · satori-ai-tech.com/lightspeed-cpa

Flat per-firm.One price covers your whole firm — we don't count seats.
Your own private instance.Every plan runs on a server dedicated to your firm, with its own database and file store. Your clients' documents are never co-mingled with another firm's data.
Upgrade in place.Moving up a tier is a single setting — no re-boarding, no data migration, no downtime. Start where the pain is.
No free trial — deliberately.The product proves itself when real documents flow during a real season. Capture at $99/month is the low-risk way in.
Capture Organize Automate
Monthly $99/mo per firm $199/mo per firm $395/mo per firm
Annual (2 months free) $990/yr $1,990/yr $3,950/yr
One-time setup $500 $500 $500

Capture · $99/mo

Get client PII out of your inbox.

  • Dedicated intake email address on your private instance — clients keep emailing exactly as they do today
  • Every attachment extracted & classified against 30+ IRS form types with an explainable confidence score
  • Searchable file list, per-file inspector, full-screen viewer
  • Folder explorer and secure document vault
  • Complete file-operation audit trail — a WISP control you can write down
Most firms land here

Organize · $199/mo

Every document lands on the right client, automatically.

Everything in Capture, plus:

  • Client boarding via CSV import
  • Automatic file-to-client matching (name, SSN last-4, employer)
  • Unknown-sender triage with ranked client suggestions
  • One-click reassign, reclassify & cleanup
  • Works alongside Canopy, TaxDome, or Drake — the intake layer in front of your suite

Automate · $395/mo

The full season on autopilot.

Everything in Organize, plus:

  • Required-document checklists per filing — a live answer to "what's still missing?"
  • Automated, branded reminder escalation (initial → reminder → final) until documents arrive
  • Dashboard, season kanban & progress tracking
  • Client questionnaires with secure no-login links

One-time setup — $500

Private Instance Provisioning

We stand up your dedicated server, configure secure email routing, and import your client list. You're receiving classified documents the same week. Charged once, with your first payment.

Billing terms

  • Monthly plans bill month-to-month by card; cancel anytime, effective at the end of the current period.
  • Annual plans bill once per year at 10× the monthly rate — two months free.
  • Upgrades take effect immediately; the new rate applies from your next billing cycle.
  • All payments processed securely by Stripe. We never see or store your card details.

Security & custody — all plans

Dedicated server, database, and file store per firm · SSNs stored and displayed last-4 only · encrypted credentials and signed intake webhooks · HTTPS throughout · immutable vault for verified documents · full file-operation audit log.

Prices subject to change for new customers; your rate is locked while your subscription remains active.

Buy online — takes two minutes Prefer to talk first?