Basic
Our solution for solopreneurs and emerging businesses that need a solution that proves their value and grows their business.
Professional
Our solution for established accounting firms that need to streamline their operation, increase their profitability and position their operation to scale.
Enterprise
Our solution for your entire team so that everyone involved in your work has access to the same suite of tools to get your clients the very best return on their investment.
Task management for clients and staff
A white-label platform you can personalize
Q&A with founder and tax expert Jackie Meyer
A robust client portal
IRS guidance
Attorney-approved tax strategies
Dashboards with ROI updates
Status trackers
Educational videos
Custom URLs for your firm
Simple downloading to PDF and Excel
Add-on modules and more
Free Trial 14 days free |
Basic $300/mo |
Professional $600/mo |
Enterprise Custom Pricing |
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Customer Service |
On-Demand Video Support |
Ongoing Email Support |
Ongoing Email & Live Video Support |
Ongoing Email & Live Video Support |
Firm Dashboard |
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Client Portal |
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Custom Branding |
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Included Tax Strategies |
16 |
16 |
70+ |
Unlimited |
Tax Calculator |
16 |
16 |
70+ |
Unlimited |
Complexity Levels |
16 |
16 |
70+ |
Unlimited |
Downloadable Templates |
16 |
16 |
70+ |
Unlimited |
Preferred Vendor Discounts |
16 |
16 |
70+ |
Unlimited |
IRS Guidance & Resources |
16 |
16 |
70+ |
Unlimited |
Eligibility Criteria |
16 |
16 |
70+ |
Unlimited |
Opportunity & Risk Analyzer |
16 |
16 |
70+ |
Unlimited |
Tax Strategy Educational Videos |
Up to 16 |
Up to 16 |
Monthly New Releases |
Custom One-on-One Sessions |
Task Management System |
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Client Communication Tips |
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ROI Presentation Reporting |
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Exclusive Event Invitations |
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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
Need help getting started with TaxPlanIQ?
Look no further. Our expert team can help you get the most out of your tax planning efforts so that you see a quick return on your investment.
