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Live Open Demo of TaxPlanIQ

November 19, 2026  ·  1PM ET / 10AM PT

See how to quickly and easily create tax plans for clients…plus see AI-powered tax projections & scenario modeling to show clients the financial impact of their tax strategies before any decisions are made

Hosted by Dave Lukas, CEO of TaxPlanIQ

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Save Your Seat

Want to Quickly Tax Plan for Your Clients? 

Technology moves fast. Many tools in this space haven't changed much in years, using the same interface as 2-3 years ago.

Alongside many new feature releases, our AI-powered tax projections and scenario modeling software just had its largest update since launch last spring. Join us to see the latest TaxPlanIQ in action.

Perfect if you’re interested in seeing how it works, but not yet ready for a 1:1 demo.

You’ll get to watch a real firm share how their firm uses TaxPlanIQ with real clients!

What You'll See

In This Live Demo:

Violet Checkmark - Rounded (1)A walkthrough of the TaxPlanIQ dashboard and key features in action

 

Violet Checkmark - Rounded (1)How to streamline your entire advisory process, from proposal to implementation, in one platform that has an ROI Guarantee

 

Violet Checkmark - Rounded (1)A look inside the Strategy Library, packed with 130+ educational tax strategies, checklists, videos, templates, Excel tools, and more

 

Violet Checkmark - Rounded (1)Step-by-step: how to create a client, build their tax plan, apply the right strategies and price the tax plan

 

Violet Checkmark - Rounded (1)See how the software uses AI-driven questions to uncover potential tax savings for clients

 

Violet Checkmark - Rounded (1)Where to access our Knowledge Base and how to get fast answers with our AI, including information about the Advisor Accelerator Program that gives you dedicated one-to-one tax advisory coaching

 

Violet Checkmark - Rounded (1)See our new AI-powered Tax Projections and scenario modeling software, including the new federal underpayment penalty estimator

 

Violet Checkmark - Rounded (1)See how a real firm owner puts TaxPlanIQ to work with clients

What is TaxPlanIQ? 

TaxPlanIQ is an affordable tax advisory platform built for modern accountants. We help firms go beyond compliance and confidently deliver tax planning services at scale.

 

With just a few clicks, you can:

  • Generate custom-branded tax plans and proposals
  • Price with confidence using ROI-driven value pricing

 

From proposal to implementation to ROI visualization, TaxPlanIQ streamlines the entire tax advisory lifecycle.

 

Trusted by 1,200+ firms who have identified over $5B in tax savings.

 

Ready to stop selling time and start selling strategy?

 

If you want to know how to do tax advisory during 2027, register today because this is our last open demo of 2026.

About the Host

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Dave Lukas 

CEO, TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others.

 

In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships.