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
- T3 Compliance Suite with Audit-Ready CRA Citations
- Basic trust types (Bare Trust, Testamentary)
- Provincial Estate Calculators
- Standard Capital Gains Tool (2026 Rates)
- Basic Client Vault (Internal CRM)
- Email Support (24h)
Boutique Firm
Estate boutiques, 2–10 lawyers
billed annually ($1,826 / yr / user)
Minimum 2 seats
Estimated total: $304
- Unlimited active matters
- All trust types incl. Alter Ego, Henson, GRE
- Pipeline vs. 164(6) Strategy Modeling for Estate Files
- Cross-Border US-Canada Tax & Treaty Suite
- Insolvency Suite (Consumer Proposal, Liquidation)
- Matter Management & Secure Client Document Vault
- Priority Support
National / Regional Firm
10+ lawyer firms, multi-office
- Everything in Boutique Firm, plus:
- White-Label PDF Reports with Firm Branding
- API Access for Custom Portals
- SSO / SAML (Okta, Azure AD)
- Dedicated Customer Success Manager
- Custom Data Residency
- SLA (99.9% Uptime Guarantee)
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 new 2026 Capital Gains rules?
Our logic engine is updated in real-time. Our calculators automatically apply the 2/3 (66.67%) inclusion rate for trusts and corporations, while maintaining the $250,000 threshold for individuals as per the latest Federal Budget updates.
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?
Absolutely. You can access the entry-level tier for 14 days, no credit card required. Run as many provincial estate and bare trust checks as you like.
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.