Simple, Transparent Pricing

Start with a 30-day free trial. No credit card required. Upgrade when you need more.

LAUNCH SPECIAL

Lifetime Pro Access

Pay once, use forever. All Pro features for £49.99

Limited time offer - only available during launch!

Free Trial

£0/30 days

Try all Pro features free

  • AI-powered categorisation
  • Basic tax summary
  • Bank connection via Open Banking
  • 1 bank connection limit
  • 100 transactions/month

Lite

£69.99/year

Perfect for simple freelancers

  • Everything in Free Trial
  • 1 bank connection
  • 100 transactions/month
  • SA103 summary
  • Basic tax summary
  • Property income (SA105)
  • MTD quarterly breakdown
  • Direct HMRC submission
MOST POPULAR

Pro

£129.99/year

For landlords & serious freelancers

  • Unlimited bank connections
  • Unlimited transactions
  • SA103 & SA105 summaries
  • Home office calculator
  • MTD quarterly breakdown
  • Direct HMRC submission
  • Mileage tracker
  • PDF exports
  • Priority support

Frequently Asked Questions

What happens after my trial ends?

After 30 days, you'll need to choose a paid plan to continue using TaxFolio. Your data is kept safe for 30 days after trial expiry.

Can I switch plans later?

Yes! You can upgrade from Lite to Pro at any time. The price difference is prorated for the remainder of your billing period.

What's included in the lifetime deal?

The lifetime deal includes all Pro features, forever. No recurring payments. It's a one-time purchase that gives you unlimited access to TaxFolio.

Is my data secure?

Yes. We use bank-level encryption and never store your bank credentials. Open Banking connections are handled by Plaid, a trusted financial data provider.