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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

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did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
EXPERT10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
GROW10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
CHANGE10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
LEARN10
at checkout or with your representative.
Get a Demo
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Frequently asked questions

How do I upload a 1040 form? How does the new R.A.P Feature work?

TaxPlanIQ uses optical character recognition (OCR), better known as our Read. Analyze. Propose (R.A.P feature) to read redacted returns and suggest tax savings opportunities. 

Not only do we use the latest AI technology, but we also have excellent tax experts to help find the highest savings for each client.  

Here is the complete user guide and video overview of all the exciting new features. 

 

 

 

How do I manage my Subscription?
To manage your account subscription, including updating billing information, changing your subscription, reactivating a subscription, or canceling your account based on our terms and conditions, please get in touch with our support team at support@Taxplaniq.com. Our team will reach out to you to help with your needs.

While we would hate to see you go, we understand the importance of feedback in improving our software. So, we may ask a few questions before we can understand your reasons and how we can improve.
How do I change my plan?
Email our Customer service team at Support@Taxplaniq.com.
How do I find out about events?

Visit TaxPlanIQ.com/events to learn about our public events and Customer-only Events.  If you are a customer, you can log in to TaxPlanIQ and go to the Event section. 

We offer Weekly tax labs for all our customers, and our Monthly Powers and Growth plan include even more events. 

Can you help me with a tax plan?

YES! You will be notified about Tax planning labs that take place weekly on Thursdays, or you can email us at Support@TaxPlanIQ.com  to partner on a case study where we can create and help implement the plan with you and the client. 

I tried TaxPlanIQ before and want to use my old custom profile. How do I reactivate my account?
Please email Support@TaxPlanIQ.com to request to reactivate your account.  
What if I don’t see a strategy in your library?

Let us know at Support@TaxPlanIQ.com!

We add them weekly. We don’t currently do anything too aggressive (like listed transactions).

How do I update my library?

If there are new updates, the strategy will have a download button to the right. You can also click “accept all changes” at the top right.

Can I extend my trial?
A trial extension may be granted case-by-case, as eligibility depends on several factors. For inquiries regarding a trial extension or any other questions, don't hesitate to contact our customer support at Support@TaxPlanIQ.com. Keep in mind that delaying your engagement with our platform could mean missing out on valuable opportunities to participate in our Weekly Tax Labs, exclusively available to our Standard plan Subscribers.
When should I use the ROI tab (one-page summary) versus the presentation?
If your client is very number-oriented, the ROI tab by category is helpful. Otherwise, the presentation is better for visual learners.
When should I send a client the tax planning report?
After they pay a tax planning or implementation fee!
How can I get additional education and coaching?
Sign up for our Growth plan!

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