30 day free trial on all plans.

Choose a plan.
Deduct it from your taxes.
Work for yourself.

Pay Monthly
Pay Annually


For when you're ready.
Start free trial
$15/mo after that
$10/mo after that
  • 5 invoices per month
    Invoice up to 5 clients a month and receive secure payments in 1-2 days
  • Track expenses and estimate taxes
    Track income & expenses and we'll estimate your quarterly and annual taxes
  • Customizable benefits
    Customizable benefits for you and your family, including health, dental, vision, and life insurance, plus 401k & retirement accounts
  • Personal document vault
    A document vault with proposals & contracts, checklists, resources, and tax documents
  • Lifetime portal access
    Lifetime access to your secure portal


For when you’ve scaled.
Start free trial
$60/mo after that
$40/mo after that
Everything in Basic, plus
  • Unlimited invoices & retainers
     Invoice unlimited clients, and set retainers on autopilot
  • Automatic tax savings
    Auto-import income & expenses from one account and find tax savings automatically
  • Automated insurance payments
    Automated monthly payments to insurance carriers
  • Templates to run your business
    Suite of customizable templates to run your business
  • Share access
    Share access with your accountant with just one click


For when you need an assistant.
Start free trial
$249/mo after that
$175/mo after that
Everything in Essentials, plus
  • Automated invoices & expenses
    Get your expenses reimbursed automatically and your invoices done for you
  • Direct IRS payments
    Auto-import income & expenses from unlimited credit cards & banks, and make direct IRS tax payments
  • Personal Health Advocate
    An assigned Health Advocate for you and your family
  • Share files
    Share files with clients and advisors
  • Concierge support
    An always-on team to support you, and special rates with vetted CPAs and lawyers
compare plans & features
See all features
Get Paid
Send automated invoices and get your own personal paylink
Payment notifications
Accept simple and secure 1-2 day payouts and get notified when the money hits the bank
No fees
Pass on the processing fees to your clients
Retainers on autopilot
Set retainers on autopilot for your long-term clients
Expense reimbursements
Get your expenses reimbursed automatically
coming soon
Auto-generated invoices
Plug in your contract information and we'll take care of your invoices for you
Customizable contracts
Edit contracts in-platform and remove Wingspan branding
Get Organized
Income & expense tracking
Manually track your income & expenses
Tax estimates
We'll estimate your quarterly and annual taxes based on your income and expenses
Auto imports
Auto-import income and expenses from credit cards and banks
One account
Unlimited accounts
Tax estimates
We'll find you tax savings automatically and let you export tax-ready financials
Recurring expense detection
See your spend by category with all vendors identified, and detect recurring expenses
Accounting notifications
Real-time alerts for your business
Company formation
Get your business registered and all paperwork filed
IRS tax payments
coming soon
S-Corp election
Get Covered
Benefits portal
Platform access for you and your family
Health Insurance
Find the best health insurance for you, at a special rate
Dental Insurance
Find the best dental insurance for you, at a special rate
Vision Insurance
Find the best vision insurance for you, at a special rate
Life Insurance
Find the best life insurance for you, at a special rate
Retirement Accounts
401k & retirement account options
Health Advocate
Personalized concierge support for you and your family
Document Vault
Proposals & Contracts
Edit and store proposals and contracts in one, secure place
coming soon
Checklists & Resources
We'll help you get organized and stay that way, with resources for every step of your business
Tax Documents
All the official forms and paperwork needed for taxes
Secure upload
Upload your own docs to keep everything in one place
Business admin templates
File sharing
Seamlessly share files with your accoutant or anyone else who might need them
Sign contracts, proposals, and tax documents directly in-app
coming soon
Lifetime portal access
Access to your account even after membership termination
Third-party file sharing
Share access with your accountant with just one click
Concierge support
An always-on team dedicated to helping you
Vetted CPAs and Lawyers
Expert accounting and legal support from vetted CPAs and lawyers at special rates for you
secure and flexible

Let your clients pay their way

Wingspan gives you the flexibility to decide how to get paid. Either way, your payments are processed securely and reliably with Stripe.

1–2 day payouts

2.9% + $0.30 per payment

Reduce wait time and anxiety by getting paid instantly. You can pass this fee on to your client when you invoice.

5 day payouts


Get paid manually via ACH bank transfer at no cost to you or your client.

What's the main difference between plans?
Do I have to use all parts of Wingspan?
Can I switch between plans later?
Is Wingspan tax-deductible?
Who pays processing fees?
Can I try Wingspan before buying?
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