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The project management platform for tax planners.

The easy-to-use tax planning platform designed to elevate your value and put you back in control of your firm.

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DEMONSTRATE VALUE

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SAVE MORE TIME

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ALLEVIATE FRUSTRATION

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Your clients need more than a number cruncher.

The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer.

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Become indispensable to your clients and build a business you love.

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Designed for tax accountants. Based on best practices.

Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process.

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Ready to revolutionize your firm?

1

Start your free trial

Take 14 days to get acquainted with and see results from TaxPlanIQ.

2

See an immediate return on your investment

We’ll walk through your first tax plan together so you and your clients can see the ROI.

3

Watch TaxPlanIQ transform your accounting firm

This is the platform designed to elevate your value and give you control back over your business.

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“This app helps me to organize and optimize my clients’ tax strategies! Quickly and easily, I can quote clients how much money they will save, implement strategies, then prove the projections with results tracking.”

— Kendall Broda

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“It’s a great way to do tax planning because Jackie’s ROI worksheets are like a supercharged Excel spreadsheet! It’s worth its weight in gold for the monthly fee! ”

— Jeremy Stark

Visualize your client’s tax savings in a brand new way.

Running an accounting firm has never felt more complex. Time and time again, we meet accountants who are overworked, underpaid, and on the verge of burnout. Unfortunately, those are not the right ingredients for making a fulfilled leader or sustainable business. We know how hard it is to satisfy clients, abide by constantly changing tax guidelines, and scale a business you still love in the process.

Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.

Meet TaxPlanIQ. Our team of accounting experts uses these recurring challenges as the foundation for building a solution that hands control back to accountants just like you. We’re tired of seeing our fellow colleagues stuck in a role they don’t love.

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Easy-to-use tools that revolutionize your practice

TaxPlanIQ is an intuitive platform that allows tax practitioners to start demonstrating tax savings to their clients within 30 minutes.  The tax savings strategies can be quickly applied to your current clients then presented in a professional format that will have your clients saying, “Let's do this?"

  • A robust client portal
  • IRS Guidance
  • Attorney-approved tax strategies
  • Dashboards with ROI updates
  • Task management for clients & staff
  • A white-label platform you can personalize
  • Q/A with founder & tax expert Jackie Meyer
  • Add-on modules and more...

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Guide

Value Pricing Guide for Tax Accountants

Get our free, step-by-step guide to implement value-based pricing in your accounting firm.