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Frequently Asked Questions
How do I cancel my free trial or subscription?
Log into your custom profile with TaxPlanIQ. On the top right icon/ gear, click on settings, settings pops up, then click on Manage billing. After clicking on manage billing, click on the subscription dropdown and select cancel subscription. We hate to see you leave, but we want to know why (to make better software), so we ask a few questions before cancellation that should not take you more than 1 minute.
How do I change my plan? Can I upgrade or downgrade my plan?
Log into your custom profile with TaxPlanIQ. On the top right icon/ gear, click on settings, settings pops up, then click on Manage billing. After clicking on manage billing, click on the subscription dropdown and select the preferred subscription.
Which trial plan do you recommend?
We recommend the Professional plan for unlimited access to tax strategies, educational resources and weekly case study labs. Within our community, we offer many discounts, and following our resources, selling a tax plan can cover the cost and more.
When will I get invited to these weekly tax planning labs?
As soon as you become a paid subscriber on the professional plan.
Where are vendor discounts?
Our wonderful partners share discounts within the Resource tab of select strategies. Visit the tax strategy library and resources section to see if there are any discounts for that particular strategy.
Can you help me with a plan?
YES! As a professional plan subscriber, you will get notified about Tax planning labs that take place weekly on Wednesdays (first come, first serve basis) or 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. Whether we can recover your data depends on several factors.
What if I don’t see a strategy in your library?
Let us know at email@example.com! We add them every two weeks. We don’t currently do anything too aggressive (like listed transactions).
How do I update my library?
If there are new things, the strategy will have a download button to the right. Or click “accept all changes” top right.
Can I extend my trial?
Yes, we can extend your trial for another two weeks by emailing customer support Support@taxplaniq.com until you get comfortable, but the longer you wait to dive in you may miss out on opportunities to join our Weekly Tax labs for our Professional Subscribers.
When should I use the ROI tab 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 should I price a plan?
Our firm aims at providing a 200%+ ROI to the client value pricing, which also solves so many other issues in the accounting industry!
How can I get additional education and coaching?
We have several programs at jackiemeyercpa.com to choose from
How is TaxPlanIQ different from other tax planning software?