TAX PLANNING IMPLEMENTATION

The Advisor Accelerator Program

Tax Planning Software Implementation Built Around Your First Paid Plan

The Advisor Accelerator is a $4,500 program that gives you a guided journey that combines small group and dedicated 1:1 sessions over approximately 45-60 days with a training coordinator, business coach and tax planning consultant.

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Building a Tax Plan
is the Easy Part

Building a tax plan is the easy part now with the current technology we have available. You can upload a 1040 and the AI matches from 130+ strategies for that specific client; it will then draft a proposal with your firm's logo on it.

What stalls firms is everything after the tax plan exists:

Second-guessing on strategies you picked
Hesitating when it is time to present to a client
Not knowing which clients to even approach first
Guessing at what to charge or if it is the right price
Not feeling confident on how to sell the plan

None of this is a software problem. All other tax planning platforms hand these major problems back to you with either a help doc center or a support ticket where they may refer you to blog posts or other written material.

TaxPlanIQ gives you people and professionals who coach you through community small group and 1:1 sessions on how to handle these things!

7 Live Sessions of Tax Advisory Coaching

The Advisor Accelerator Program is a set of community small group and one-to-one sessions dedicated to guiding you to be better prepared to provide advisory services. You will work with a team of specialists who each support a different part of your journey, from learning TaxPlanIQ to applying tax planning strategies to confidently presenting and selling plans to your clients.

Sessions include access to:

A training coordinator

Who teaches you the fundamental navigation of TaxPlanIQ and how to use the software, so you can begin uploading 1040s and building draft plans.

A business coach

Focused on client mapping, tier packaging design, pricing framework, target list priorities, and sales presentation training.

A tax planning consultant

Who performs real tax advisory review directly on your initial client plans to help you prepare for your client presentations.

Ready to accelerate your tax planning advisory business?

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Tax Planning Software Onboarding

Each session in the Advisor Accelerator Program is designed to help you start offering tax planning services and get paid what you're worth.

We help you shortlist the clients most likely to say yes and most importantly, review the plan you drafted before you present it.

We can rehearse the presentation with you, including what to do when the client says no. No other software company offers this level of human support.

One-to-one sessionns are designed to work on real plans. Your prospects, your returns, you're value-priced fee.

Phase 1

Kickoff and platform setup

Days 1 to 10

Access confirmed, enrollment set up, guided journey scheduled, and you and your team trained on TaxPlanIQ.

Platform access confirmed
Academy enrollment assigned
All sessions scheduled
Core platform trained

Phase 2

Education and strategy

Days 11 to 30

A deeper dive into the tax strategies themselves, including advanced work on TaxPlanIQ like scenario modeling, and the confidence to put a planning proposal in front of a client.

Positioning advisory services mentality
Plan building, scenario modeling, and pricing guidance
Real client scenario prepared
Tax strategy knowledge

Phase 3

Coaching and activation

Days 30 to 45

Sales conversation frameworks, your pricing and packaging defined, real client scenarios worked through, and a repeatable process built.

Advanced platform navigation and strategies
Defining offerings and packages
Sales conversations
Repeatable process approach

Phase 4

Handoff and monitoring

Days 50-60

Your customer success manager takes over with a long-term adoption plan and a quarterly review schedule so you are never without support.

Long-term adoption plan
QBR cadence established
Ongoing support for your growth
Transition out of implementation

Why the Tax Planning Practice Implementation Window is 45-60 Days

Firms that get a first paid planning engagement signed within a month or two stick with it because they see the success and potential of offering tax advisory services to their clients.

Firms that let the first plan drift into next quarter and beyond 60 days can tend to quit because they are not seeing enough results.

45-60 days is long enough to get trained, pick a client, build a plan, and get it in front of someone.

The Advisor Accelerator Program stretches beyond 60 days when your schedule demands it. The sequence does not change, but we are flexible with your schedule!

How this Compares with CCTA Tax Advisory Training

The Certified Concierge TaxPlanIQ Advisor certification and the Advisor Accelerator Program cover some overlapping ground, but firms often do both.

CCTA is 5 group sessions across 5 days and is lecture based with open Q&A. It is built to give you the ROI Method of Value Pricing and a working knowledge of the TaxPlanIQ strategy library. However, nobody reviews your individual plan. It is also only open to TaxPlanIQ users only once a quarter.

The Advisor Accelerator is one-to-one and more narrow on purpose. It exists to get one specific plan for one specific client of yours built, priced, and presented.

THE CCTA program teaches the methods in depth; The Advisor Accelerator has the goal of getting your first engagement sold.

Who the Tax Planning Workflow Setup Fits

The Advisor Accelerator Program fits you if:

You already have a 1040 client base and suspect some of them are overpaying in taxes
You have never tried tax planning or you have tried planning before and stalled somewhere between the draft and the meeting
You want a repeatable service, not a one-time project
You are ready to invest in TaxPlanIQ

It does not fit you if:

You are not ready to invest your time with TaxPlanIQ
Your client list isn't a fit, or ready to be worked through
You do not want to sell tax planning advisory services

Tax Planning Software Implementation Questions

What is included in TaxPlanIQ implementation?

We recommend our Advisor Accelerator Program, which is a 45-60 day program with a business coach, tax planning consultant, and training coordinator. It covers software training, tax strategy education, scenario modeling, building a tax plan, pricing and packaging, and real client scenarios worked through with your supporting coaches.

How long does implementation take?

About 45-60 days across 3 phases, followed by a handoff to your customer success manager. The schedule flexes around your firm's calendar. There is no hard 60-day limit, but the average firm completes it in under 60 days.

Does TaxPlanIQ help us design our workflow?

Yes. The TaxPlanIQ team works with you on how planning can fit next to compliance work. It also helps with which clients enter the process to begin with, and what your firm must deliver at each step. In short, the Advisor Accelerator Program not only teaches you how to get your first tax plan sold, but a repeatable process to do it again and again.

Can you help firms price tax-planning services?

Yes. Pricing is a giant part of what the tax planning consultant and business coaches cover. TaxPlanIQ suggests a fixed fee up front, calculated with the help of what is called the CURB framework, among other things. The fee is set and agreed before the work begins.

What happens after onboarding to TaxPlanIQ?

First off, using AI-driven software like TaxPlanIQ is a huge step in the right direction for many firms. Taxpayers themselves have been pulling back from AI-only tax work, and AICPA leadership puts the value now with the accountant who uses AI in their technology stack. Once you onboard, you move to having a long-term customer success manager who is your support system for getting questions answered and leading your quarterly checkins.

Is ongoing support included?

Yes. Every customer is assigned a Client Success Manager. Access to the tax professionals on staff continue based on your plan subscription. There are live sessions held weekly throughout the entire year such as Tax Labs and Strategy Hours to help hone your skills and get live feedback.

Who helps when we have a complex tax planning case?

The tax professionals on the TaxPlanIQ team are capable and eager to help your firm with any issues you are facing. Unlike so many tax planning softwares out there, TaxPlanIQ has real, live human support with backgrounds in tax planning. You bring the return and the situation, and you get a conversation with someone can work through it with you.

How is this different from CCTA certification?

CCTA is group certification training across five days that we routinely offer throughout the year to all TaxPlanIQ clients. The Advisor Accelerator is a guided journey when you first sign up with TaxPlanIQ to help your firm gain traction with tax planning and TaxPlanIQ. It combines community small group and dedicated 1:1 sessions over about 45-60 days. They cover different ground, though there is some overlap, and firms commonly do both.

The Advisor Accelerator Program

Building a Tax Plan
is the Easy Part

What Firms Are Doing Inside the Advisor Accelerator

Some snippets from our Customer Success team: