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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. 

Use Code
EXPERT10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
GROW10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
CHANGE10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
LEARN10
at checkout or with your representative.
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Everything You Need to Build Professional Tax Plans in 3 Minutes

The most affordable, professional tax planning software for accounting firms—with AI automation that makes tax planning effortless, even if you've never done it before.

Get a Demo Try It Free

✅ The TaxPlanIQ Growth Plan is Backed by a 100% Money Back Guarantee

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The Best Tax Planning Software for AI Automation that Generates Plans in 3 Minutes

Upload & Analyze Up to One Hundred 1040s at Once

  • Batch process up to one hundred 1040 at once
  • AI then identifies potential savings and prioritizes high-opportunity clients 
  • Get instant strategy recommendations for each return
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Meet jAIne - Your AI Tax Planning Software Assistant

  • Conversational AI that explains tax strategies in plain English
  • Real-time answers to complex tax planning questions
  • Step-by-step guidance as you create tax plans
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Our Proprietary ROI Method of Value Pricing™

  • Automatic fee suggestions based on tax savings & the CURB framework (complexity, urgency, risk, benefit)
  • Justification to give clients for premium pricing
  • Takes the guesswork out of pricing a tax plan
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Tax Plan Report & Presentation

  • Custom-branded presentations with your firm’s logo that position you as a tax planning expert
  • A detailed ROI report to show clients the value of their plan, generated in minutes
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130+ Proven Tax Strategies with Preferred Implementation Partners

Access the most comprehensive tax planning strategies software library in the industry, complete with preferred implementation partners to help with complex strategies.
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Auto-Redaction of 1040s

When you upload 1040s into TaxPlanIQ, we automatically redact sensitive information to ensure compliance and client privacy.
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See Our Pricing Plans
Money Back Guarantee

Growth Plan Premium Features

1:1 Expert CPA Consultations

  • Weekly office hours with expert tax planning CPAs
  • Review your tax plans before client presentations
  • Get answers and feedback on marketing, sales, and implementation questions. Nothing is off limits!

Marketing System

  • Email templates that convert prospects into clients
  • Email templates for existing client upsells into tax planning
  • Complete with a 20-page how-to implementation guide

CPE Credits Included

  • Earn up to 36 CPE credits annually per user
Book a Demo

Join 1,200+ accounting firms using TaxPlanIQ to build profitable tax planning practices.

Whether you're a solo practitioner or growing firm, our professional tax planner software gives you everything needed to succeed:

Don't let another tax season pass without offering the high-value services your clients need.