Plans & Pricing
Accurate. Compliant. Audit-Ready.
I am a:
Used by estate boutiques and national firms filing hundreds of T3s each season.
Per user · billed monthly or annually
Choose Your Plan
Associate
Solo or associate lawyer, executor work
billed annually ($906 / yr)
- Up to 15 active matters
- DocScan AI™ — 30 AI document scans/mo (T3, T4, NOA, brokerage statements)
- EstateVision™ Entry — Provincial estate & probate calculators (13 jurisdictions)
- Capital Gains Tool — current ITA s.38 rates
- Basic trust types (Bare Trust, Testamentary)
- T3 Compliance Suite with Audit-Ready CRA Citations
- Basic Client Vault (Internal CRM)
- Email Support (24h)
Professional Solo
Independent tax litigators & specialists
- Everything in Associate
- 1 Advanced Engine of your choice
- 5 AI Copilot sessions / month
- No minimum seats
- Zero-commitment solo pricing
Boutique Firm
Estate boutiques, 2–10 lawyers
billed annually ($1,826 / yr / user)
Minimum 2 seats
Estimated total: $304
- Unlimited active matters
- DocScan AI™ — 150 AI document scans/mo with auto-fill to any calculator
- EstateVision™ Full Suite — Animated KPI cards, trust flow diagrams & client-ready reports
- All trust types incl. Alter Ego, Henson, GRE
- ReorgSuite™ + SBD Grindshield™ — Pipeline, estate freeze, CDA & AAII tracking
- BIA Resolve™ — Insolvency suite (Consumer Proposal, Liquidation)
- JurisRoute US/CA™ — Cross-Border US-Canada Tax & Treaty Suite
- Matter Management & Secure Client Document Vault
- Priority Support
National / Regional Firm
10+ lawyer firms, multi-office
- Everything in Boutique Firm, plus:
- CovenantPro™ — Automated Trust Deed & Will Generation Engine
- White-Label PDF Reports with Firm Branding
- API Access — 5,000+ calls/mo for custom CRM and portal integrations
- SSO / SAML (Okta, Azure AD)
- Dedicated Customer Success Manager
- Custom Data Residency
- SLA (99.9% Uptime Guarantee)
EstateVision™ Visual Outputs
Included free on every plan · Overage billed per output
Animated KPI cards, donut charts, area charts, trust flow diagrams, and branded PDF reports — all generated from your calculator results. Each plan includes a free monthly allowance; additional outputs are billed at overage rates.
- Visual Story — animated KPI cards, pie/area/bar charts, trust flow diagrams per client
- Client Summary PDF — consolidated calculator results with professional formatting
- Strategic Comparison PDF — side-by-side scenario analysis with key findings
- Full Client Report PDF — complete calculation history with CRA citations
- All reports are white-label ready with firm branding on Boutique+ plans
Included free per month:
| Plan | Visual Story | PDF Report |
|---|---|---|
| Associate | 10/mo | 5/mo |
| Professional Solo | 20/mo | 10/mo |
| Boutique Firm | 50/mo | 20/mo |
| Enterprise | Custom | Custom |
Overage rates:
$0.49 / story
Visual Story
$1.49 / report
PDF Report
Workflow AI Copilot
Powered by Anthropic ClaudeIncluded sessions per plan · $4.99 overage rate · Add a Booster to eliminate meter anxiety
AI-guided multi-step workflow sessions powered by Claude — estate planning, corporate reorganization, owner-manager tax, cross-border planning, and more. Plans include 2–5 AI Copilot sessions/month. Overage is billed at a transparent $4.99/session. Add a Booster to eliminate meter anxiety.
- Estate Planning Workflow — freeze, probate, GRE, and trust setup in one guided session
- Corporate Reorganization — Section 85/86 rollovers, butterfly, and estate freeze sequencing
- Owner-Manager Tax Plan — TOSI, AMT, capital gains, TFSA/RRSP, and CPP/OAS optimization
- Cross-Border Planning — departure tax, FAPI, QDOT, and treaty withholding in one flow
- AI-generated risk flags with ITA citations at every step
- Branded PDF report with AI summary on workflow completion
$4.99 / session
per AI workflow session
Enterprise
For national firms & trust companies
- Dedicated Customer Success Manager
- Custom Data Residency (Dedicated Shard)
- SSO / SAML (Okta, Azure AD)
- API Access for Custom Portals
- White-Label PDF Report Branding
- Multi-Office License Management
- SLA (99.9% Uptime Guarantee)
Frequently Asked Questions
Where is my data stored?
100% of your data stays on Canadian soil. Our primary servers are in AWS Canada (Central) Montreal, with backups in Calgary. We are fully compliant with Law Society Rule 10-3 (BC) and Law Society of Ontario guidelines.
How do you handle the current capital gains inclusion rate?
Our calculators apply the 50% inclusion rate under ITA s.38, which is the current operative law. The proposed 2/3 rate introduced in Budget 2024 was clawed back and was never enacted. Our parameters are reviewed each federal budget cycle and updated whenever CRA administrative guidance changes.
Can I export my data if I cancel?
Yes. You own your data. You can perform a Full Data Export (CSV and PDF) at any time. We believe in "No-Lock-In" compliance to satisfy your professional fiduciary duties.
Do you offer a free trial?
Yes. You can access the entry-level Associate tier for 14 days, no credit card required. Or try our Professional Solo (Anchor) plan — $152/mo flat rate with zero seat minimums, well-suited for independent specialists.
Does TrustMetric replace TaxCycle?
No — TrustMetric is upstream planning software. TaxCycle files; TrustMetric calculates and advises. Use TrustMetric to model scenarios, audit exposure, and generate client-ready reports before you ever open TaxCycle.
Is TrustMetric PIPEDA/PHIPA compliant with Canadian data residency?
Yes. All data is stored on Canadian soil (AWS Canada Central, Montréal). We support custom dedicated data residency for Enterprise clients with specific compliance requirements.
Can I use TrustMetric for client presentations?
Yes — all PDF reports are professionally formatted and client-ready. Boutique Firm and higher plans include white-label branding so reports carry your firm's name and logo.