Pricing Guide

Pricing that follows your notice volume — not a one-size-fits-all license.

Every notice you receive is absorbed into NOTICENINJA — actionable, informational, duplicates, and sequentials alike. Your investment is sized by your annual volume and the modules your team actually needs, with Data Validation Services built into every package. Here's how it works for your world.

The Ladder

Six packages. Start where you are, expand when you're ready.

Each package unlocks a set number of workflow modules — you choose which ones, with no module locked to a higher tier — and includes Data Validation Services at the level matched to your package. Most teams land in the middle of the ladder — your exact tier is confirmed in a business case review.

Modules and workflow volume are interchangeable. If your team needs more modules but runs fewer workflows, we'll flex the package and right-size it to how you actually work, so you don't have to buy a bigger tier.

Starter
1module
Notice workflow only. The fastest way to get every notice off email and spreadsheets — live in 4–8 weeks.
Growth
2modules
Notices plus any one module you choose — most often Refund Checks or Authorizations.
Scale
3modules
Notices plus any two modules — a stronger operating core for teams managing notices across many entities, states, or clients.
Professional
5modules
Notices plus any four modules — a broad platform footprint, with 200 audit workflows included each year.
Enterprise
7modules
Notices plus any six modules, a custom report builder, custom API, and a named Client Success Manager.
Enterprise Custom
8modules
Every module at very high volume — a dedicated Data Specialist team, sandbox / test environment, and dedicated Kata™ model training.

All packages include the Kata™ AI ingestion engine, Data Validation Services, unlimited notice absorption within your volume band, website & credential management, and SOC 2 Type II–certified security. Your exact investment is confirmed in a business case review.

What's includedStarterGrowthScaleProfessionalEnterpriseEnterprise Custom
Volume & modules
Annual workflows includedUp to 500Up to 1,000Up to 5,000Up to 10,000Up to 20,000Up to 200,000
Workflow modules1Notices only2Notices + any 13Notices + any 25Notices + any 47Notices + any 6All 8
UsersUp to 5Up to 10Up to 25Up to 50Up to 200Up to 500
Audit workflows includedBelow Professional, audits are billed per audit—Per auditPer audit200/yr500/yr1,000/yr
Language translation1Up to 25Up to 50Up to 75Up to 95Up to 95
Platform
Kata™ AI ingestion✓✓✓✓✓✓
All notices absorbed & tracked✓✓✓✓✓✓
Data Validation ServicesBuilt into every package — ongoing, every yearBasicBasicCoreEnhancedFull-serviceFull-service+
Email Integration✓✓✓✓✓✓
Website & credential management✓✓✓✓✓✓
ReportingBasicBasicBasic+Basic++Custom builderCustom builder
Advanced ReportingAdd-onAdd-onAdd-onAdd-onAdd-onAdd-on
API accessLimitedLimited100 GBFull · 250 GBCustom · 500 GBCustom · 1 TB
Transcript downloadsComing soonComing soonComing soonComing soonComing soonComing soon
Features
MFA for agency accessAdd-onAdd-onAdd-onIncludedIncludedIncluded
Ninja eFaxAdd-onAdd-onAdd-onIncludedIncludedIncluded
Ninja eSignature SuiteIncluded whenever POA is selectedAdd-onAdd-onAdd-onIncludedIncludedIncluded
Service & support
Onboarding & setupOne-timeOne-timeOne-timeOne-timeOne-timeOne-time
SupportStandardStandardPriorityPriorityPriorityPriority
Named Client Success Manager————✓✓
Dedicated Data Specialist team—————✓
Sandbox / test environment—————✓
Dedicated Kata™ model trainingTrained on your own notice population—————✓

No module is gated to a higher tier: from Growth up, pick any modules you need. Your package is set by how many modules you use, not which ones. All 8 modules together are available in Enterprise Custom. Module mixes within each tier are flexible and can be swapped as your needs change. Modules and workflow volume are interchangeable: teams that need more modules at lower volume can be right-sized into a package that fits. Volumes above 200,000 workflows per year are bespoke-quoted. Exact pricing is confirmed in your business case review.

Enterprise Custom

Built for the highest-volume operations.

For payroll providers, PEOs, and portfolios running tens of thousands of workflows a year — the full platform plus a service layer dedicated to your environment.

  • Up to 200,000 workflowsAll 8 modules, 500 users, and 1,000 audit workflows a year.
  • Dedicated Data Specialist teamFull-service+ Data Validation — a team, not a queue.
  • Sandbox / test environmentTest integrations, workflows, and changes before they reach production.
  • Dedicated Kata™ model trainingKata™ trained on your own notice population for the highest accuracy.
  • Custom API · 1 TBEnterprise integrations sized for your payroll, ERP, and tax systems.
  • Named Client Success ManagerOne accountable owner, plus the custom report builder.
How your investment is sized

Three inputs. Everything else is built in.

1 · Annual notice volume

Everything you receive counts — actionable and non-actionable, duplicates, and sequential follow-ups. All of it is absorbed, tracked, and searchable, so nothing slips.

2 · Modules & workflow volume

Which modules you need — and the expected annual workflows in each: POAs filed, rate notices processed, refund checks received, registrations, audits, amended returns.

3 · Number of users

How many people need access, and in what roles — processors, reviewers, managers, and view-only — including any service providers you assign tasks to.

Built into every package

Data Validation Services

A dedicated Data Specialist Manager, every extracted field reviewed before a workflow is created, exceptions handled, and Kata™ trained on your notices. Year one builds your data model; ongoing maintenance keeps it accurate every year after. No separate line item.

By Market Segment

What your package usually looks like

Choose your world. We'll show the modules teams like yours start with — and the questions we'll ask to size your business case. These are typical landing points, not requirements. If you need more modules than your volume suggests, we'll right-size the package for your team.

Payroll Service Providers

You manage notices, rates, and registrations for hundreds or thousands of client EINs. Volume is high, duplicates are constant, and every missed SUI rate costs a client money.

Typical starting modules
NoticesAuthorizations (POA/TPA)Refund ChecksRegistrations+ Rate Exchange+ Mail Distribution
Features most teams add
MFA — agency PIN codeseFaxNinja eSignature Suite
Most payroll providers land at Professional or above — client count and rate season volume usually make the case on their own. The largest providers move to Enterprise Custom, with a sandbox for testing payroll-engine integrations before go-live.

What we'll ask you

Have rough numbers ready — estimates are fine.
  • Total annual notices across all clients, including duplicates and follow-ups
  • Expected annual workflows in each module you're considering
  • Number of clients and average EINs per client
  • SUI rate notices processed each year
  • POAs filed or refreshed annually, and in how many states
  • New state registrations per year
  • How many users need access, and in what roles

PEO

Every client company multiplies your state footprint — SUTA rates, registrations, POAs, and refunds tied to client onboarding and terminations. Notices for terminated clients keep arriving long after they're gone.

Typical starting modules
NoticesRate ExchangeRegistrationsAuthorizations (POA/TPA)Refund Checks+ Mail Distribution
Features most teams add
MFA — agency PIN codeseFaxNinja eSignature Suite
PEOs typically land at Professional or Enterprise — five core workflows from day one is the norm. High-volume PEOs move to Enterprise Custom.

What we'll ask you

Have rough numbers ready — estimates are fine.
  • Total annual notice volume, including terminated-client mail
  • Expected annual workflows in each module you're considering
  • Client companies and worksite employees
  • States you operate in and SUTA rate notices per year
  • Active POAs and annual refresh volume
  • Refund checks from overpayments and rate corrections
  • How many users need access, and in what roles

CPA Firms

Notice resolution can be a profitable, branded service line instead of an absorbed cost. Track POAs, amended returns, and audits per client — with e-signature built in for engagement letters and authorizations.

Typical starting modules
NoticesAuthorizations (POA/TPA)Amended ReturnsAudits+ Registrations
Features most teams add
Ninja eSignature SuiteMFA — agency PIN codeseFax
Firms usually start at Scale with three modules, such as Notices, Authorizations, and Audits, and move to Professional as they add amended returns and registrations.

What we'll ask you

Have rough numbers ready — estimates are fine.
  • Clients under notice management, and whether it's billable today
  • Total annual notices received across those clients
  • Expected annual workflows in each module you're considering
  • 8821s / 2848s and state POAs filed per year
  • Amended returns in flight needing status tracking
  • Audits and exams represented annually
  • How many users need access, and in what roles

Corporate Tax

Many entities, many jurisdictions, and outsourced providers who need to be held accountable. Refund checks, amended returns, and audits belong in the same system as your notices — with one record of who's doing what.

Typical starting modules
NoticesRefund ChecksAmended ReturnsAuditsRegistrations+ Rate Exchange (in-house payroll)
Features most teams add
MFA — agency PIN codesNinja eSignature Suite
Corporate tax departments typically land at Professional through Enterprise, driven by entity count and jurisdictions.

What we'll ask you

Have rough numbers ready — estimates are fine.
  • Total annual notices across all entities and jurisdictions
  • Expected annual workflows in each module you're considering
  • Legal entity count and jurisdiction footprint
  • Refund checks received per year — count and rough dollar value
  • Amended returns and audits in flight
  • Which functions are outsourced, and to whom
  • Users needing access — including service provider task assignment

Private Equity

Portfolio-wide visibility into notices, refunds, and audit exposure — with service provider accountability at every portco and reporting your deal teams can actually use. Most firms adopt in sequence: Notices › Refund Checks › Audits › Refund Recovery.

Typical starting modules
NoticesRefund ChecksAudits+ Authorizations (POA/TPA)+ Registrations (M&A)+ Amended Returns
Features most teams add
MFA — agency PIN codesNinja eSignature SuiteeFax
PE firms typically land at Scale or above — and firms with a significant refund portfolio should ask about the Ninja Refund Recovery™ program, a three-year managed program that includes all 8 modules, Data Validation Services, a named Client Success Manager, sandbox, and priority Kata™ model training.

What we'll ask you

Have rough numbers ready — estimates are fine.
  • Portfolio company count and annual acquisition pace
  • Aggregate notice volume across the portfolio
  • Expected annual workflows in each module you're considering
  • Estimated outstanding refunds, credits, and P&I exposure
  • Service providers in use at each portco
  • Reporting your deal teams and operating partners need
  • Users needing access across the firm and portcos

Banks & Financial Institutions

Holding companies, charters, and subsidiaries each generate their own agency mail — information-return penalty notices, B-notices, withholding, state licensing, and exam activity. Regulators expect a defensible record of every notice and its resolution, and your vendors expect to pass a security review. Ours is ready.

Typical starting modules
NoticesRefund ChecksAuditsRegistrations+ Amended Returns+ Authorizations (POA/TPA)
Features most teams add
MFA — agency PIN codesNinja eSignature SuiteeFax
Financial institutions typically land at Professional through Enterprise, driven by entity count and regulatory footprint — with SOC 2 Type II documentation ready for your vendor review. Institutions that require change testing move to Enterprise Custom for a dedicated sandbox.

What we'll ask you

Have rough numbers ready — estimates are fine.
  • Total annual notices across the holding company and all subsidiaries
  • Expected annual workflows in each module you're considering
  • Legal entities, charters, and state licensing footprint
  • Information-return penalty notices and B-notices per year
  • Refund checks received — count and rough dollar value
  • Which tax and compliance functions are outsourced, and to whom
  • Users needing access, and your security review requirements
The Modules

Eight workflows. Pick what you need.

✉

Notices

Every notice absorbed, classified, and routed — actionable, informational, duplicates, and sequentials — with deadlines that can't be missed.

Every package
$

Refund Checks

Log, track, and deposit every refund check before it goes stale — with at-risk reporting on aging checks.

Any package from Growth
↻

Amended Returns

Status tracking for every amended return in flight, from filing to resolution.

Any package from Growth
⚖

Audits

Manage exams and audits end to end — IDR tracking, document requests, deadlines, and outcomes in one place.

Any package from Growth
✍

Authorizations

Powers of attorney, authorizations, and third-party access (TPA) in one place — track pending and active documents on every account, and request and track e-signatures for agency setup. Prefillable PDF forms with client-mapped fields mean POAs generate themselves.

Any package from Growth
⚑

Registrations

New state and local registrations, entity changes, and dissolutions — tracked to completion, with prefillable PDF forms you field-map once and reuse across every filing.

Any package from Growth
⇆

Rate Exchange

Capture every SUI/SUTA rate notice and flow verified rates back to your payroll engine.

Any package from Growth
✈

Mail Distribution

Bring in mail beyond tax — 401(k), insurance, legal, and benefit notices — and route it to the right department. No workflow needed; every document is stored at the entity level for future access.

Any package from Growth
Platform Features

Features that remove the last manual steps

Core — every package

Email Integration

Notices that arrive by email flow straight into the platform from a monitored inbox — no forwarding, no manual uploads. Built in, not bolted on.

Add-on · Included Professional+

MFA for Agency Access

NOTICENINJA holds a dedicated phone number and receives agency PIN codes for you — no more chasing texts to log into state portals.

Add-on · Included Professional+

eFax

Send and receive agency correspondence by fax directly inside the platform, attached to the right case.

Add-on · Included Professional+ or with POA

Ninja eSignature Suite

E-signature for POAs, authorizations, and engagement letters — signed, stored, and tied to the workflow they belong to.

Core — every package

Website & Credential Management

Agency portal logins and credentials stored securely in one place and tied to each entity — no shared spreadsheets.

Add-on · Every package

Advanced Reporting

Deeper analytics and reporting across entities, modules, and service providers — on top of the reporting included in your package.

Enterprise Custom

Sandbox / Test Environment

A separate environment to test integrations, workflow changes, and new modules safely before they reach production.

Enterprise Custom

Dedicated Kata™ Model Training

Kata™ trained on your own notice population, with a dedicated Data Specialist team validating every field.

Get your number — built from your numbers.

A 30-minute business case review takes your volume, your modules, and your team — and returns a firm proposal with projected savings. No generic quotes.

Programs are tailored to how you operate — from corporate tax departments and private equity portfolios to service providers managing notices at scale. Your review starts with the model that fits.

Build my business case Email sales@noticeninja.com