Right plan. ChatGPT filed first.
You dropped plans and per-return pricing to bill for work done, a year after ChatGPT started filing returns for free.
Work-based pricing launches. Customers like it. Wall Street doesn't: the stock is down 40% since 2026, and an activist owns 4%.
The CFO: We're still America's biggest tax company! The activist's letter was very polite! Polite is good, right?
OMNI: NOT SO FAST! Polite is how activists say 'sell Mailchimp by Friday.'
- A. Show the board what work pricing earns. 3x the spend. Bet your job on it.
- B. Sell the agent. Keep the e-file license. Cash now. The licenses stay home.
- C. Put Mailchimp and Credit Karma on the block. Shrink to what's licensed.