Pennix Solo
For independent preparers and small practices with a controlled recurring intake volume.
then · or the Season Pass, save
≈ billed once a year · save vs monthly
Pennix is an accounting AI workforce designed to manage an accounting practice as a whole — priced on the work the AI team does (pages handled, client emails written, Atlas questions answered), never per seat. Plans from /month, with a discounted first month on monthly billing.
For independent preparers and small practices with a controlled recurring intake volume.
then · or the Season Pass, save
≈ billed once a year · save vs monthly
For multi-person firms and tax departments where incoming work interrupts several professionals.
then · or the Season Pass, save
≈ billed once a year · save vs monthly
Multi-office practices, custom allowances, and the full agent roster — shaped around your firm.
Volume pricing on an annual agreement
Tell us about your practice — we reply by email.
20 minutes, your schedule — watch the AI team work a real client file before you choose a plan.
No obligation · nothing to install
Fill in the form below — a person writes back to arrange a time.
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Monthly plans renew until you cancel — cancel before any renewal from Billing. Every checkout collects your first name, last name and work email before payment, and you are charged only for the plan you select.
All purchases are final — fees and processing capacity are non-refundable, on monthly and annual plans alike (refund policy). No free trial: the first month on monthly billing is discounted instead.
Solo and Firm differ in capacity, not in who shows up. Five named agents, unlimited users, unlimited clients — and everything below is included.
Vera receives, reads, renames and files every page. Marco checks each intake against last year's file and flags what's missing. Lilly writes to clients for it. Piper builds and sends each organizer. Atlas answers your team's questions about your own files.
Unlimited users and unlimited clients. Your own intake address and client portal. Documents named and filed with your conventions. Engagement letters and e-signatures built in. A trust level per agent — from ask-first to fully hands-off.
A complete record of everything the AI team does. Personal identifiers masked before any AI model reads a page. Your data never used to train AI. SOC 2-ready, encrypted in transit and at rest, and private to your firm.
Allowances are what the AI team does for you in a month — the Season Pass banks the full year's allowance up front.
Ran hot mid-season? Both plans can be topped up from Billing without changing plan.
Twenty minutes with the AI team on a real client file, or a proposal sized to your practice. A person reads every request and writes back to arrange a time — no popups, no schedulers.
A person on the Pennix team will write back to arrange a time. Nothing else to do for now.
Watch the AI team work a client file while you waitPlans, billing, the first month, Enterprise and the demo — answered the way we'd answer on a call.
Book a demoCapacity. Both plans give you the same five AI agents — Vera, Marco, Lilly, Piper and Atlas — with unlimited users and unlimited clients. Solo is sized for a solo practice's yearly intake; Firm carries a team's volume of pages, client emails and Atlas questions. The exact allowances are on the cards above, and either plan can be topped up if a season runs hot.
Monthly is a payment plan: you get one month of allowance at a time and can cancel before any renewal. The Season Pass is the annual plan: it banks the full year's allowance up front, so a busy March never waits on a monthly reset, and it costs less than twelve monthly payments. Most firms that run a full season with Pennix choose the Season Pass.
On monthly billing your first month is a flat discounted amount, shown on the plan cards and applied automatically at checkout — one per customer. The plan then renews at the standard monthly rate, and you can cancel before any renewal. The discount does not apply to the Season Pass, which is already priced below twelve monthly payments.
No. Pennix incurs real cost the moment it processes work, so these are defined paid plans with stated capacity — the first month is simply discounted. If you want to see the AI team on a real client file before you choose a plan, book a demo below and we will walk through one with you.
Everything in Firm, sized to your practice: custom page, email and Atlas allowances, multi-office setup, white-glove onboarding, and a security review or data processing agreement on request, on an annual agreement with volume pricing. Tell us about your practice through the form below and we will come back with a proposal.
Fill in the form below and we will write back to arrange a time that suits you. A demo takes about twenty minutes: we run a real client file through the AI team — intake, review and the client follow-up — answer your questions on fit, capacity and security, and you can bring your own sample file. There is nothing to install.
You can upgrade at any time and the difference is prorated. Monthly plans can be cancelled before any renewal; a downgrade takes effect at the end of the current term. All purchases are final — fees and processing capacity are non-refundable on monthly and annual plans alike, as set out in the refund policy in our Terms.
Yes, on every plan. Pennix is priced on the work the AI team does — pages handled, client emails written and Atlas questions answered — never on how many people log in or how many clients you keep. Add seasonal staff, partners and every client in your book without changing your plan.
Choose Solo or Firm and the AI team is on the clock from the first document that arrives — or book a demo and watch it work first.
Discounted first month · cancel before any renewal · all purchases are non-refundable — and Pennix never files anything without your team's review.