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Tax Planning Software for CPAs and Accounting Firms
Find more planning opportunities in the clients you already serve.
TaxPlanIQ helps accounting firms project taxes, find planning opportunities, build the plan, price it, and present it to the client.
Tax Planning Built for Your Accounting Firm's Workflow
This special guarantee applies when you meet all 7 conditions within your 12 month subscription period (again, all 7 are required):
It’s tax planning software for accountants who want a repeatable process:
Project the client's tax position. Model estimated payments, different income scenarios, entity structures, Roth conversions, IRMAA, and other tax outcomes.
Find planning opportunities. Upload client tax information and identify and prioritize which clients proactive planning may make a difference for.
Choose the right strategies. jAIne inside our tax strategy software helps match the client to relevant opportunities from a library of 130+ advanced tax strategies.
Build and price the plan. Create the client-facing plan while the software uses the ROI Method of Value Pricing to establish an up-front fee.
Present and implement. Show the client the report, estimated savings, and your fee in a professional white-labeled plan, then keep the work moving after they say yes.
The result is a consistent process your firm can use again and again.
Before you recommend a strategy, you need to know where the client stands.
With TaxPlanIQ Projections, you can model the client's current tax position and see how different decisions could change it.
Run federal and state projections, calculate estimated payments, compare scenarios, model entity changes, and answer the questions clients are already asking you:
- What am I going to owe?
- What happens if my income changes?
- Should I elect S corporation status?
- What happens if we make this move before year-end?
Projection gives you the baseline.
Planning goes beyond and gives you the actions that could improve it.
Start With the
Client's Tax Picture
Find Tax Planning Opportunities
Across Your Client Base
You already have tax returns you prepare every year.
Upload a single 1040 when you know who you want to plan for, or screen up to 100 returns at once to find opportunities across your client base.
TaxPlanIQ analyzes the information and helps surface clients who may have meaningful planning opportunities.
Instead of manually reviewing hundreds of returns and trying to remember every strategy that could apply, you can quickly see where it may be worth taking a deeper look.
TaxPlanIQ makes planning easier to build into your existing client workflow instead of treating it like an entirely separate business.
Match the Client to the Right Tax Strategies
Once you choose a client, TaxPlanIQ helps you go from “there may be an opportunity here” to “here are the strategies to evaluate.”
jAIne, TaxPlanIQ's AI tax planning assistant, analyzes the client's information and recommends relevant strategies from a library of more than 130 advanced tax planning strategies.
Each strategy also includes guidance to help your team understand when it applies and how to move it forward.
Build the Tax Plan
Choose the strategies you want to recommend and TaxPlanIQ turns them into a professional client-facing plan.
Good tax planning software for accounting firms keeps your firm's brand front and center, which is why the finished plan can have your firm's logo on it.
The client sees the opportunity much more clearly:
- A high-level overview of what you're recommending
- The estimated tax impact with how much they could save
- What your firm will charge to help, which includes an ROI report
Price the Tax Planning Engagement
Finding $50,000 in potential tax savings and then guessing whether you should charge $1,500 or $10,000 isn't much of a pricing system.
TaxPlanIQ includes the ROI Method™ of Value Pricing to help you set a fixed fee before the engagement begins.
Instead of pricing only around the number of hours you expect to work, the method considers the value and circumstances of the engagement, including factors such as complexity, urgency, risk, and client benefit.
The result is a repeatable pricing process your team can use from client to client.
Put the Tax Plan Into Action
The engagement doesn't stop when the client says yes.
TaxPlanIQ is tax advisory software built to help your firm move strategies from recommendation to implementation with access to preferred vendors for high-level strategies.
And when your team needs help, we don’t want to leave you alone with just a login and a help center.
TaxPlanIQ offers a program called the Advisor Accelerator Program: a guided implementation program built around helping your firm win its first paid planning engagement within 45–60 days. You get access to tax planning consultants, business coaches and a training coordinator.
Reduce the Risk
of Getting Started
Certain TaxPlanIQ tiers offer an ROI Guarantee.
And we’ve designed it around a simple idea:
Tax planning software should help you create enough planning revenue to justify what you're spending on it.
