Pricing

Flat fee. Pay per study.

Get the platform with a flat fee per user. Add $1,000 only when a client engagement moves forward and a study is delivered.

Firms commonly charge clients $2,500 to $25,000+ per study. You pay $1,000 per study and keep the rest.

No setup call required. Run trial estimates before you sell a client engagement.

What it costs

Two parts. Both simple.

A flat platform fee per user, plus $1,000 per completed study. You don't pay the study fee until a client engagement moves forward.

Platform access

$5,000 per seat / year

Per CPA · billed annually

Use Unlevered to run estimates, create client previews, manage studies, and produce CPA-ready deliverables.

Includes
  • Unlimited trial estimates
  • White-labeled client portals
  • Client payment collection
  • Study workflow and audit trail
  • CPA approval workspace
  • Federal and state schedules
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Completed studies

$1,000 per study

Pay only on delivery

Only pay the study fee when a client engagement moves forward. Single-family default; multi-family scales by unit with a hard cap.

Includes
  • Engineer-certified study
  • CPA approval workspace
  • Final white-labeled deliverable
  • Form 4562 workpaper
  • Form 3115 support for lookback studies
  • Audit trail archive
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The math

One study can cover the cost. Two can pay for the year.

$5,000 per seat per year plus $1,000 per delivered study. Two clients paying $5,000 each clear the seat for the year after the study fees. Anything beyond that is upside.

Client study fee Your Unlevered cost Gross margin before time
$2,500$1,000$1,500
$5,000$1,000$4,000
$10,000$1,000$9,000
$25,000$1,000$24,000

Unlevered gives your firm the engine, workflow, payment infrastructure, and deliverables to offer cost segregation directly — no specialist firm to subcontract, no margin leakage.

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During the trial

Try it before you sell it.

The trial is built to let you understand the workflow and outputs before you commit to a client engagement.

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Common questions

Buyer questions, answered straight.

What does it cost?

A flat access fee per user, plus $1,000 per completed single-family study. Multi-family studies scale by unit, with a hard cap.

When do I pay the $1,000 study fee?

Only when a client engagement moves forward and a study is delivered. Trial estimates don't trigger the fee.

How much can I charge clients?

Firms commonly price cost segregation studies based on property size, complexity, and scope. Unlevered is designed to support studies that firms may charge from $2,500 to $25,000+.

Can I use the trial with real properties?

Yes. The trial is designed for running estimates, reviewing outputs, and understanding how the workflow fits into your firm.

Does Unlevered replace CPA judgment?

No. Unlevered produces structured, IRS-aligned outputs with an audit trail and review workflow. The CPA remains in control of client approval and filing decisions.

Is the final study white-labeled?

Yes. The client-facing study is branded for your firm.

Bring cost segregation in-house. Keep the margin.

Start your free trial today. Run estimates, review the workflow, and see the deliverables before you sell a client engagement.