FAQS

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?

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 support@taxplaniq.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?

A feature one of our competitors has (on our roadmap of enhancement) is the concept of the software suggesting tax strategies to you. It's meant for people that don't understand tax planning to sell plans. TaxPlanIQ is so much more-created and managed by yours truly (a CPA and tax planner myself), not only does our ROI Method sell a plan, but there are associated tasks to track for every strategy in the software. There's also a big resource library teaching you HOW to implement the main 85 strategies a good planner needs in their arsenal. Our community of 6,000 accountants doesn't hurt on Facebook's Accounting Firm Influencer Group. - founder Jackie Meyer CPA

Don't see a question you were hoping for? Email Support@taxplaniq.com or visit our Help section within your custom profile in TaxPlanIQ.