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Tax Monitor ProProactive tax monitoring
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Memberships designed around early visibility and access to tax professionals before problems grow into monsters.

TMP Taxpayer Membership Features

Every taxpayer membership is built around the same core member experience. What changes is how much access, capacity, and monitoring support you unlock as your needs get more complex.

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The 4 Core Membership Features

These sections explain the core operating features that support TMP memberships and how the system works for members.

App dashboard

A clean member workspace for saved activity, account visibility, feature access, and ongoing tax support records.

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Professional matching

Match with tax professionals by service type, location, and fit instead of searching across multiple sites without clear guidance.

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Tax tool tokens

Structured token access for eligible tools so members can use utilities without mystery charges or scattered outputs.

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Transcript tokens

Monthly transcript capacity for transcript pulls, result visibility, and monitoring-driven follow-up from one place.

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Feature Details

Each section mirrors the TMP app feel so the page looks like product reality instead of decorative sales confetti.

Saved
Results and requests
Past
Membership activity
Clear
Monitoring visibility
What members use it for
Tracking saved transcript results and tool outputs.
Reviewing past matching requests and account activity.
Keeping monitoring records in one member-visible workspace.
Why this matters
Members need one place to see what happened and what is available next.
It reduces confusion when transcripts, tools, and matches all live under one roof.
It feels like an actual product, which helps members clearly understand how the system works.
Filter
Service types
Local
Location match
Smart
Budget awareness
What members use it for
Professional discovery based on actual services needed.
Budget-aware matching instead of random guesswork.
Optional direct contact flow when members want outreach.
Why this matters
Members get relevance instead of an overwhelming directory with little guidance.
The flow reflects the inquiry page, which keeps product and marketing aligned.
Better fit improves trust before a taxpayer ever books or reaches out.
0
Free
5
Essential
15
Plus
40
Premier
What members use it for
Access to eligible tax tools with clear, predictable usage and straightforward billing.
Visible token balances tied to membership tier.
Saved outputs for members on higher tiers.
Why this matters
Members can see what is included before they start clicking around.
The capacity increase from Essential to Premier is obvious and useful.
It turns tool access into a structured and predictable system.
0
Free
2
Essential
5
Plus
10
Premier
What members use it for
Transcript job access tied to member workflows.
Saved transcript results for higher tiers that need continuity.
Monitoring support for more complex or active tax situations.
Why this matters
Transcript access becomes predictable instead of one more chaotic tax chore.
Premier adds the strongest ongoing visibility for heavier needs.
It supports the monitoring-first TMP model without pretending every user needs the same depth.

Choose the Right Membership

Same core system. Different access levels. Because not every taxpayer needs the same support on day one, since different taxpayers require different levels of support over time.

Best for exploring

Free

Entry
$0/mo

Start with dashboard access and professional browsing before committing to a paid membership.

  • App dashboard access
  • Professional directory browsing
  • Saved matches and professionals
  • Upgrade anytime
Start free
Best for light use

Essential

Core
$9/mo

Entry-level access for taxpayers who want matching, light transcript usage, and basic tax tool support.

  • 2 transcript tokens / month
  • 5 tax tool tokens / month
  • Professional matching and inquiry access
  • Discount notifications from professionals
Start Essential
Most popular
For active members

Plus

$19/mo

Balanced access for members actively using transcripts, tax tools, and professional matching in one workflow.

  • 5 transcript tokens / month
  • 15 tax tool tokens / month
  • Saved results and activity history
  • Professional matching
Start Plus
For deeper needs

Premier

Advanced
$39/mo

Expanded tokens and stronger monitoring visibility for taxpayers with more active or complex situations.

  • 10 transcript tokens / month
  • 40 tax tool tokens / month
  • Priority professional matching
  • Monitoring records in dashboard
Start Premier

Feature Access by Membership

A cleaner comparison of what changes as members move up the ladder. Clarity helps people decide, so members can easily understand the differences between plans.

FeatureFreeEssentialPlusPremier
App dashboardBasic accessHistory visibilitySaved resultsMonitoring records
Professional matchingBrowse onlyIncludedIncludedPriority
Monthly tax tool tokens051540
Monthly transcript tokens02510