Skip to content

Controlled pilot

Purchase terms are under counsel review.

Status updated July 20, 2026

Accountable Plan Pro is not accepting public payment or beginning public fulfillment while its purchase terms, engagement letter, electronic-record consent, refund language, privacy disclosures, and company adoption acknowledgment remain under California counsel review.

Contracting entity

Arc & Ledger LLC is the legal and contracting entity for Accountable Plan Pro. The final purchase terms and engagement documents remain subject to counsel approval before launch.

What applies before launch

  • The public website is informational and the fit screen is preliminary.
  • Completing the fit screen does not create a professional relationship.
  • Payment, when enabled, will not by itself create a professional relationship.
  • Firm acceptance and a signed, versioned engagement letter will be required before professional work begins.
  • A case declined before work begins will enter a full-refund review requiring authorized tax professional approval; refunds will not be issued automatically.

Do not rely on the retired subscription terms

Earlier AccountablePlanPro source described a self-service annual subscription with instant document delivery. That offer is retired and is not the current $499 Accountable Plan Pro service.

Questions

Contact support@accountableplanpro.com without attaching tax returns, payroll reports, receipts, or credentials.

Return to the fit screen