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Features
Meet your new favorite tax planning platform
Accounting firm owners utilize our platform to organize their clients’ tax strategies quickly and easily so they can demonstrate their value, and charge what they are worth.
Basic |
Professional (included in Trial) |
Elite Custom Pricing |
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Included Tax Strategies |
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Customer Service |
Dedicated success manager, Live Chat, Email, & Knowledge base |
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Custom Branding |
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Resources & Discounts |
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Task System |
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ROI Proposal & Client Report |
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Educational Videos |
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Firm Dashboard |
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Client Portal |
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Client To Do's |
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Quarterly Tax Estimates |
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Questionnaires |
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Online & PPT Presentation |
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Multiple options designed with you in mind

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.

Elite
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. The Elite plan provides customized tax planning coaching with one of our top tax strategists.
Watch TaxPlanIQ revolutionize your firm

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

“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

