White-label option
Your firm's branding throughout
Custom intake and document request forms
Audit trail and change log per client
SLA-backed uptime guarantee
Dedicated account manager
Custom onboarding and staff training
All plans include a 14-day free trial, data export, print-ready reports, and no long-term contracts.
Full feature comparison
Everything that is included at each tier, side by side.
Feature
Essentials $99/mo
Professional $149/mo
Enterprise Custom
Form 990 Preparation
All 11 return sections
✓
✓
✓
Live auto-calculated totals
✓
✓
✓
Balance sheet validator
✓
✓
✓
Pre-filing compliance checker
✓
✓
✓
Print-to-PDF export
✓
✓
✓
Branded PDF export
—
✓
✓
Prior year comparison
—
✓
✓
Schedule B worksheet
—
✓
✓
Schedule O drafting guide
—
✓
✓
Account & Collaboration
Active returns
1 / year
Up to 10
Unlimited
Multi-user access
—
✓
✓
Client portal
—
—
✓
White-label option
—
—
✓
Audit trail & change history
—
—
✓
Support
Email support
✓
✓
✓
Priority support
—
✓
✓
Dedicated account manager
—
—
✓
BookBalance bookkeeping discount
—
15% off
✓
Common questions
You get full access to your chosen plan for 14 days with no credit card required. At the end of the trial you can subscribe to keep your data, or export everything and leave. We do not auto-charge you.
Not currently. Book990 helps you prepare, organize, and validate your Form 990 data. You then export it and file through IRS MeF, TurboTax Nonprofit, Drake, or hand the completed data to your CPA. Direct e-filing is on the roadmap.
One return equals one Form 990 filing for one organization for one tax year. Most nonprofits file one return per year. If you manage multiple organizations or multiple fiscal years, each counts separately against your plan limit.
Yes, on the Professional plan you can invite collaborators directly from your dashboard. Assign viewer or editor access so your CPA can review figures and approve sections without spreadsheets going back and forth. Each collaborator gets their own login.
Yes. All data is stored with Row Level Security enabled. No user can access another organization's records. Data is encrypted at rest and in transit. We do not sell or share your information. Full details at bookbalance.io/security.
Yes. No long-term contracts. Cancel at any time from your account settings. Your data stays accessible and exportable until the end of your current billing period.
Ready to file your 990 with confidence?
Start your 14-day free trial. No credit card. Cancel anytime.