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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.

Multiple options designed with you in mind

See Features Try 14 Days FREE

Watch TaxPlanIQ revolutionize your firm

See what makes TaxPlanIQ different 

Features
Free Trial 14 days free
Basic $300/mo
Professional $600/mo
Enterprise Custom Pricing

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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TaxPlanIQ - YourTaxManager
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Jeremy
“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

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Start your free trial

Ready to become indispensable to your clients and build a business you love? Try TaxPlanIQ free for fourteen days and follow our proven process to see a measurable ROI.

START YOUR FREE TRIAL

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.

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