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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

Your Discount is 10% OFF any TaxPlanIQ plan.

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EXPERT10

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Your Discount is 10% OFF any TaxPlanIQ plan.

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GROW10

at checkout or with your representative.

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Your Discount is 10% OFF any TaxPlanIQ plan.

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CHANGE10

at checkout or with your representative.

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Your Discount is 10% OFF any TaxPlanIQ plan.

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LEARN10

at checkout or with your representative.

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Meet TaxPlanIQ.

The Tax Planning Software for Accountants, CPAs, and EAs.

You’re going to love it here.

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PRODUCT BENEFITS

Transform Your Tax Advisory Practice with TaxPlanIQ

Reimagine the way you approach tax planning and advisory services. TaxPlanIQ empowers you to shift from mere tax projections to a comprehensive, value-driven strategy that benefits both you and your clients. Our platform streamlines the entire tax advisory process, unveiling the profound impact of a well-structured tax plan on financial growth. With TaxPlanIQ, unlock the full potential of value pricing, accelerate tax plan creation, and foster live collaboration. Join a community of experts, visualize the ROI, combat burnout, build stronger client relationships, and continuously elevate your practice. Embark on your journey to a more rewarding professional practice with TaxPlanIQ.

TaxPlanIQ Advisory Engagement

1

Proposal

Elevate Your Strategy

2

Planning

Precision in Delivery

3

Implementation

Streamlined Execution

4

Confident Delivery

Deliver Confidently

Explore TaxPlanIQ Advisory's comprehensive services, meticulously designed to elevate your tax strategy. Our proposals are crafted for tailored solutions, priced 3 to 5 times higher, ensuring alignment with your financial goals. With precision planning, expect high-quality deliverables that optimize strategies and maximize returns. Seamlessly execute plans with our implementation expertise, managing tasks and resources effectively. Experience confident delivery at every step, empowering you with assurance and a seamless tax strategy execution

PRODUCT OVERVIEW

Seamless Tax Document Importing

Unleash a seamless Tax Planning Experience! Our intuitive system lets you:

Effortless Task Management: Craft, schedule due dates, and create tailored checklists effortlessly.
Dynamic Client-Specific Agendas: Stay ahead with customizable, client-specific agendas for proactive planning.
Clear Task Guidelines: Eliminate uncertainty with updated task checklists and deadlines integrated into every tax plan, ensuring you're steps ahead and enhancing client satisfaction.

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Powered by jAIne AI: Tax Planning Simplified & Supercharged

Powered by Chatgpt 4, jAIne effortlessly navigates complex tax queries, becoming an essential partner inevery consultation.
jAIne’s data analytics offers insights to identify the most effective tax strategies for your clients, so you never have to second guess again!
Streamline your workflow jAIne provides instant, accurate tax advice, freeing you to invest more quality time with your clients.

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Unparalleled Reporting and Templates

Comprehensive Savings Reports: Gain clarity and insight into potential tax savings with our comprehensive, insightful reports.
Effortless Meeting Preparation: Equip yourself for client discussions or team insights effortlessly using our effective report designs.
Tailored Templates and Questionnaires: Customize reports uniquely for each client using a variety of templates or tailor-made options, gathering vital information seamlessly for accuracy and relevance.

PRODUCT OVERVIEW

Simplified Workflow for Peak Efficiency with TaxPlanIQ:

Unleash a seamless Tax Planning Experience! Our intuitive system lets you:

Craft tasks, set due dates, and design tailored checklists effortlessly.
Stay ahead with dynamic, client-specific agendas.
Eliminate the "what’s next" guesswork: every tax plan comes with an updated task checklist and deadlines.
Elevate client satisfaction by always being a step ahead.
With TaxPlanIQ, tax planning becomes a breeze!

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Top features in TaxPlanIQ that accountants love

Here are the top six features in our TaxPlanIQ tool that accountants and tax professionals admire the most.

Advanced ROI Proposal

TaxPlanIQ gives you an instant ROI report right after you create a tax-plan. Show this strategy-overview and projected 10-year tax-savings to your clients. Win their confidence by demonstrating your tax-expertise with proof.

Task Tracking System

TaxPlanIQ has an in-built Task Management System that saves you from going back-and-forth with any other project management tool. Create goals, assign tasks, and track progress all at one place.

Client Questionnaires

Gauge the alignment between your firm and a client before you touch their information. Prepare or give our readymade set of important questions to your prospects and then make the next move accordingly.

Custom Branding

From the initial login page to every report and every downloadable, your TaxPlanIQ workspace will always showcase your brand name and logo on top.

Fuel Your Tax Expertise

Discover a wealth of fresh Resources every month with TaxPlanIQ. Featuring valuable resources And that's not all! Gain access to exclusive webinars with CPE credits included, ensuring you stay at the forefront of the tax advisory field. Elevate your knowledge and skills with TaxPlanIQ.

CONTACT US

We’d love to hear from you

Our friendly team is always here to chat.

Chat to support

We’re here to help.

support@taxplaniq.com

Call us

Mon-Fri from 8am to 5pm.

(888) 272-1258 x 0