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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.

Features
Professional
(included in Trial)
White Glove Consulting

Included Tax Strategies

Unlimited

Unlimited Tax Strategies

Unlimited Tax Strategies

Customer Service

Live Chat, Email, & Knowledge base

Live Chat, Email, & Knowledge base

Dedicated success manager, Live Chat, Email, & Knowledge base

Custom Branding

Custom Branding

Custom Branding

Custom Branding

Resources & Discounts

Full Access

Full Access

Full Access

Task  System

Task System

Task System

Task System

ROI Proposal & Client Report

Pay per plan

ROI Proposal & Client Report

ROI Proposal & Client Report

Educational Videos

Monthly New Releases

Monthly New Releases

Custom One-on-One Sessions

Firm Dashboard

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.Firm Dashboard

Firm Dashboard

Firm Dashboard

Client Portal

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Not Included

Client Portal 

Client Portal 

Client To Do's

   

   View only

Client To Do's

Client To Do's

Quarterly Tax Estimates

   

   Quarterly Tax Estimates

Quarterly Tax Estimates

Quarterly Tax Estimates

Questionnaires

   

   Questionnaires

Questionnaires

Questionnaires

Online & PPT Presentation

   

   Pay per plan

Online & PPT Presentation

Online & PPT Presentation

See Features Try 14 Days FREE

Multiple options designed with you in mind

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Watch a quick overview of TaxPlanIQ

 

Jackie shares a quick run-through of the best tax planning software, TaxPlanIQ. 

Watch TaxPlanIQ revolutionize your firm

See what makes TaxPlanIQ different 

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Jeremy
 TaxPlanIQ helped me confidently present tax savings to clients to win new revenue in the $10K. My first pitch using TaxPlanIQ was going to save the client $50k that first year, and I was able to charge ~$9k and now annually generate ~$5k from the client, whereas previously, it was a ~$1500 tax return. Multiply that out, and you're delivering more value to your clients and being paid appropriately. It's an excellent tool to generate tax planning strategies for your clients, with resources to help you understand the strategies better. The methodology is ROI based, which helps you to capture premium fees for your valuable services more confidently! ”
 ”

— Jeremy Stark, CPA 

Silver Spring, MD

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