Multi-entity tax & accounting

One ledger for every entity you run.

TaxRx consolidates your LLCs, S-Corps, and partnerships in one place — and auto-categorizes every transaction the moment it lands.

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No card required · 14-day trial · Import last year in minutes

$75

per entity/mo · Empire plan

98%

auto-categorized

256‑bit

encryption in transit & at rest

Recent activityLIVE · 98% CONF.

Transaction	Category	Amount
Stripe PayoutRidgeline · 2m ago	Income	+48,200
AWSMaple Studio · 14m ago	Software	−1,840
Delta Air LinesRidgeline · 1h ago	Travel	−642
WeWorkRiverside · 3h ago	Office	−3,200
AdobeMaple Studio · 5h ago	Software	−84

Most tax software assumes one person, one return. You run real businesses across several entities. TaxRx is built for the way you actually operate — year-round, not just in April.

Multi-entity dashboard

See every entity. Or just one.

Switch between LLCs, S-Corps, and partnerships in a click — or roll them into one consolidated P&L. No spreadsheets bridging accounts, no separate logins.

01Consolidated & per-entity views — see the whole picture, then drill into any one.
02Cross-entity allocations handled automatically — owner draws, intercompany transfers, shared expenses.
03Flat rate per entity, no add-on invoices. Add the next LLC — your bill stays the same.

Consolidated P&L · FY 20264 ENTITIES · YTD

Entity	Revenue	Net income	Est. tax
Ridgeline Holdings	842.4k	402.1k	71.9k
Maple Studio	318.0k	188.4k	33.2k
Riverside Partners	186.2k	121.0k	21.4k
Cedar Rentals	96.4k	84.6k	14.8k
All entities	1.44M	796.1k	141.3k

Everything else, handled

The busywork runs itself.

The categorizing, the imports, the receipts, the quarterly math — done in the background so the books are always close-ready.

01AI categorization

Categorized before you log in.

Every transaction is classified the moment it lands. The model learns your overrides and gets sharper over time — recategorize hundreds of rows in a single action.

UB	Uber	Travel	99%
GH	GitHub	Software	98%
BB	Blue Bottle	Meals 50%	96%

02Bank sync · Plaid

Connect once. It just flows.

Link unlimited business accounts and transactions stream in automatically — no CSV uploads, no manual imports. Bank-level encryption end to end.

Chase Business · 4471	Synced
Mercury · Ridgeline	Synced
Amex Business · 1008	Synced

03Receipt scanning · OCR

Snap. Matched. Filed.

Drop a photo or PDF. Merchant, amount, date, and category are extracted and matched to the right transaction automatically.

Merchant	Delta Air Lines ✓
Amount	$642.00 ✓
Category	Travel · Ridgeline ✓

04Quarterly estimates

Never guess a quarterly again.

TaxRx projects each entity's estimated payment from live numbers and reminds you before every deadline. Pay it without leaving the app.

Q1 · APR

$58.4k

✓ Paid

Q2 · JUN

$71.9k

Due Jun 16

Q3 · SEP

$66.2k

Projected

Q4 · JAN

$69.8k

Projected

Pricing

One plan per stage. Every entity included.

Add another entity without adding another bill. Cancel anytime.

Starter

For founders running up to 5 entities.

$86/entity/mo

$430/mo total · 5 entities

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Up to 5 entities
2 seats included
AI auto-categorization
Bank sync via Plaid
Receipt scanning & OCR

PortfolioMost popular

Portfolio

For investors running a portfolio of entities across structures.

$80/entity/mo

$800/mo total · 10 entities

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Up to 10 entities
2 seats included
Consolidated P&L & cross-entity view
Cross-entity allocations
Quarterly estimates & reminders

Scale

For operators managing a serious multi-entity structure.

$77/entity/mo

$1,155/mo total · 15 entities

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Up to 15 entities
2 seats included
Everything in Portfolio
Priority support

Empire

For operators at 20 entities. Need more? Custom plans available.

$75/entity/mo

$1,500/mo total · 20 entities

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20 entities · custom above
2 seats included
Everything in Scale
Priority support

Add-ons

Additional seats

+$25/seat/mo

Every plan includes 2 seats. Add teammates at a flat rate.

AI operations

$0.07/op

Per AI action — categorization, extraction, document parsing. Only charged for what you use.

FAQ

Questions, answered.

Each plan covers a set of entities at a flat per-entity rate: Starter ($86/entity, 5), Portfolio ($80/entity, 10), Scale ($77/entity, 15), Empire ($75/entity, 20). Running more than 20? Contact us — custom plans are available above Empire. You pay the bundle price; adding another entity never triggers a separate invoice.

Yes. TaxRx is built around the multi-entity reality — single-member and multi-member LLCs, S-Corps, partnerships, and holding structures. Owner draws, intercompany transfers, and shared expenses are handled with cross-entity allocations instead of spreadsheets.

Every transaction is classified the moment it syncs in — typically at 98% confidence. The model learns from your corrections, so it gets sharper the more you use it, and you can bulk-recategorize hundreds of rows in a single action.

Absolutely. Invite them with role-based access, or have them manage everything from the Firm plan's multi-client workspace. Most tax tools assume you're filing alone — TaxRx assumes there's a team behind the books.

Bank connections run through Plaid with read-only access, and everything is protected with 256-bit encryption in transit and at rest. We never sell your data.

The 14-day trial needs no card. When it ends you pick a plan — or you don't, and your account simply pauses. Your data stays intact and exportable either way. Cancel anytime, no clawbacks.

The prescription for multi-entity tax

Stop juggling logins. Start running it all from one ledger.

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No card required · Import last year in minutes · Cancel anytime