Simple, Transparent Pricing
No hidden fees. No surprises. Start free, then pay only when you're ready to file.
Free
For checking your FBAR filing situation and organizing your account information
- ✓Guided FBAR intake
- ✓Add foreign account details
- ✓Basic filing requirement checklist
- ✓Account value threshold worksheet
- ✓Save your draft
- ✓Year-over-year account carryover setup
- ✓Basic validation checks
Does not include electronic filing, final submission, confirmation storage, or priority support.
Solo
For U.S. persons with simple foreign account reporting
- ✓Up to 5 foreign accounts
- ✓Guided FBAR intake
- ✓Automatic currency conversion support
- ✓Year-over-year account carryover
- ✓FinCEN-ready validation checks
- ✓Customer review before submission
- ✓Electronic filing support
- ✓Email support
Expat
For U.S. persons living abroad or managing multiple foreign accounts
- ✓Unlimited foreign accounts
- ✓Automatic Treasury rate conversion support
- ✓Year-over-year account carryover
- ✓Secure document vault for statements and records
- ✓FinCEN-ready validation checks
- ✓Customer review before submission
- ✓Electronic filing support
- ✓Priority email support
Preparer / Professional
For entities, trusts, LLCs, corporations, high-volume filers, CPAs, EAs, and tax firms
- ✓Multiple client workspaces
- ✓Entity and trust FBAR workflows
- ✓Bulk CSV/Excel import
- ✓Branded client intake forms
- ✓Client management dashboard
- ✓Form 114a tracking
- ✓Batch workflow support
- ✓Filing status and confirmation storage
- ✓Agency/preparer-controlled filing workflow
Preparer transmission requires separate setup and appropriate BSA E-Filing credentials.
Included With All Plans
- ✓Secure encrypted data handling
- ✓Guided FBAR workflow
- ✓Validation checks before filing
- ✓Customer review and approval step
- ✓Filing record storage
- ✓Support for submission through the official FinCEN BSA E-Filing process
Free plans allow users to complete intake and organize FBAR information, but filings are not electronically submitted until the user upgrades, reviews the final filing, and authorizes submission.
Entity, trust, corporate, and high-volume FBAR filings are not available through the self-service individual plans. These filings require the Preparer / Professional workflow.