Hazel pricing
AI built to make you extraordinarily productive
Sign up for a year, get two months free of charge.
Hazel Admin AI
$50
month/seat
Powerful AI meant to transform your practice and automate common administrative workflows.
- Hazel Chat
- Notetaking
- Meeting summaries
- Unlimited custom templates
- Inbox triage and autoresponse
- Multi-document parsing
- Integration with Altruist
Hazel Admin AI + Tax Planning
$125
month/seat
Turn client tax data into clear tax plans in minutes with AI-powered analysis.
- Tax doc synthesis
- Tax scenario analysis
- Tax opportunity insights
- Tax plan reports
Hazel for Enterprise
Custom pricing
Built for large organizations scaling customized AI, with controls and compliance tailored to your practice.
Add staff members
+$16 per staff user/month, when paid annually*
Share Hazel's magic with the rest of your team.
Give your operations and support staff access to Hazel's core admin tools.
Share Hazel
*$20/user/mo when paid monthly.
For advisors who don't custody with us:
Sign up for your 30-day free trial today.
Free 30-day trials begin when the first person at your firm initiates the free trial offer.
Free trial periods begin when the first user at your firm activates the offer. For firms that custody with participating partners, the trial period is 60 days; for firms that do not custody with participating partners, the trial period is 30 days. At the end of the applicable trial period, your subscription will automatically convert to a paid plan at the then-current rate unless canceled before the trial ends. Features available during the trial are the same as those included in a standard subscription and remain subject to usage limits and service availability.