Can I try everything for free?

Yes. Every module, assessment, and feature is available on the free plan. You get 20 messages per day and 5 briefings per month — enough to see real value before upgrading.

How is Build Your Own different from the Firm plan?

The Firm plan gives your team access to WithDave's existing platform. Build Your Own creates a new AI agent with your branding, your domain, and your expertise — for your clients to use.

Is this real tax or legal advice?

No. WithDave provides educational guidance to help you understand your options. Think of it as preparation before meeting with your CPA or attorney.

Learn Almanac For Firms

Pricing

Less than one billable hour.

Understand the issue before the meter starts. WithDave Pro is $19/month, or $16/month billed annually. During the private preview, access is by invitation: Free starts the day your access opens, and Pro opens at launch.

AI advisors

Topics

165

Document types

No credit card required·Cancel anytime·Your data stays private

Free

$0

Free once your access opens. No credit card.

Enough to test-drive the platform and walk into your next CPA or attorney meeting prepared.

All 5 advisors, all 30 topics
20 messages per day
5 briefings per month
Advisor Panel & Debate access
Conversation history (7 days)
PDF downloads

Open dashboard

From $149/mo

For CPAs, attorneys & advisors serving clients.

Per firm: $149, $349 or $749 a month, with the client portal under your brand.

Everything in Pro
Unlimited staff seats
Usage analytics dashboard
Dedicated onboarding
Custom module training
Priority feature requests
White-label client portal under your brand

Explore Firm plans →

Cancel anytime · No contracts · All 5 advisors included in every plan

Full comparison

Every feature, every tier.

Every plan gives you the full platform. Pro removes the limits. Firm adds the team.

Feature	Free	ProPOPULAR	Firm
Core platform
AI advisors included	All 5	All 5	All 5
Topics	All 30	All 30	All 30
Plain-English explanations
Named sources & confidence on answers
Daily use
Messages per day	20	Unlimited	Unlimited
Conversation history	7 days	Forever	Forever
Auto-routing to the right advisor
Deep work
Briefings per month	5	Unlimited	Unlimited
Document Studio (165+ types)	5 / month	Unlimited	Unlimited
Deep research reports	Summary	Full depth	Full depth
Advisor debate with consensus
Analyze (all 5 advisors weigh in)
Team & service
Team seats	1	1	3–50+
Usage analytics
Priority support
Early access to new products
Dedicated onboarding
Custom module training

Security & privacy. All conversations are encrypted in transit and at rest in US data centers. We never sell your data and we do not train our models on your conversations. We are not yet SOC 2 certified, and a HIPAA business associate agreement isn't available yet (see our Security page for the current state). Delete your data anytime.

For professionals

Serving clients? We have two paths.

For CPA & tax firms

White-label client portal

Your brand, our AI. Clients ask questions; your team reviews every draft before it goes out. Pricing from $149/mo.

Explore for CPA firms

For law firms

Overnight matter updates

Every night it checks your active matters and drafts the client updates that are due, from the matter file. The attorney approves each one before it goes out. Founding cohort open.

Explore for law firms

Quick answers

Common questions

Can I try everything before I pay?

Yes. Every advisor, every topic, and every product is available on the Free plan — 20 messages a day and 5 briefings a month. More than enough to see if the answers are actually worth $19/mo.

What happens when I hit a Free limit?

You'll see a soft prompt to upgrade, or you can wait until tomorrow — messages reset daily. Your conversations and briefings are saved either way.

Can I cancel Pro anytime?

Yes. Cancel with one click from the billing portal. No contracts, no penalties. You keep Pro access through the end of your current billing period.

Is WithDave real tax, legal, or financial advice?

No. It's educational guidance built from decades of real attorney experience, designed to help you walk into your CPA, attorney, or advisor meeting already prepared. Think of it as the pre-read, not the representation.

How is this different from ChatGPT or Claude?

WithDave is five purpose-built advisors with deep, domain-specific knowledge bases — tax, legal, insurance, retirement, benefits — plus document generation, multi-advisor analysis, and decision tracking. General-purpose chat gets you generic answers; WithDave gets you the specific answer for your situation.

Is my data private?

Yes. We encrypt your data in transit and at rest, never sell it, and we do not train our models on your conversations. We are not yet SOC 2 certified (it's under consideration as we grow), and a HIPAA business associate agreement isn't available yet (see our Security and HIPAA pages for the current state). Delete your account and data anytime.

Do you offer team pricing for my firm?

Yes. Firm plans are $149, $349 or $749 a month per firm, with unlimited staff seats and the white-label client portal. See firms.withdave.ai.

Ask before you pay.

Free is 20 messages a day once your access opens. During the private preview, access is by invitation.

Request access I run a firm