Pricing
Free to start a request. Pay once for a single holding, annually for ongoing vault access, or by team for the company-side portal.
Best for one startup stock holding before a sale, tender offer, acquisition, or CPA review.
- •1 dossier
- •Full report export
- •All request letter templates
- •Unlimited evidence items
- •CPA-ready review summary
- •Issuer request tracker
- •Document index
- •Missing evidence checklist
Best for founders, angels, and early employees with multiple startup equity positions.
- •Unlimited dossiers
- •Evidence reminders
- •Share links
- •Re-generate reports anytime
- •Multi-company evidence vault
- •Annual review reminders
- •Reusable CPA profile
- •Export history
Best for startups that want to respond consistently to shareholder Section 1202 documentation requests.
- •Company-side document templates
- •Shareholder request workflows
- •Bulk evidence packets
- •Reusable issuer response library
- •Shareholder intake queue
- •Company evidence checklist
- •Team access
- •Request status dashboard
- • Start one evidence request
- • Basic missing-evidence checklist
- • Limited request preview
- • View sample dossier
- • Up to 6 evidence items per draft
If the paid dossier does not help you identify missing evidence or produce a usable request packet, you can request a refund within 14 days. We do not guarantee any tax outcome — only that the product is useful for organizing your evidence request.
- • Better organization of your stock facts
- • Faster CPA prep and fewer back-and-forth emails
- • Clearer, more professional issuer requests
- • Fewer missing documents at review time
- • An auditable trail of who asked for what, when
- • A premium, print-ready dossier format
You are not paying for tax advice, legal advice, or any guarantee about Section 1202 treatment.