Welcome to the March edition of the TaxPlanIQ Insider, where we bring you the latest in tax planning innovation and insights.

We're thrilled to share some big updates and an exclusive deal that's got us all excited. This month, we've rolled out our new TaxPlanIQ hub-- your one-stop-shop for providing feedback and getting help.

If you haven't joined our weekly Tax Labs, they are a great way to refresh your knowledge of TaxPlanIQ, or get questions answered about a specific strategy from our very own tax planning experts. Sign up here

And, time is running out for our first-ever March Madness sale! For a limited time, new TaxPlanIQ users get 3 months for the price of 1, and access to 5 exclusive bonuses! View the deal here

You will also find several resources below including a new section in the newsletter powered by MWM News with Lorilyn Wilson, CPA. 

🗓️Plus, don't miss our exclusive Power Hour on everything you need to know about Qualified Opportunity Zones —reserve your spot today. Note this Power Hour is for TaxPlanIQ users only, so sign up today!

Enhancements

1. Enhanced Tax Strategy Library: Easily see which strategies have attachments or videos with new icons for quick identification.

2. TaxPlanIQ Hub: A unified chat interface for streamlined communication, feature requests, and issue reporting.

3. Year Selection for Form 1040 Uploads: Choose between 2022 and 2023 when uploading your Form 1040 PDF.

4. Updated Strategy Insights: Instant visibility on the latest updates and filter strategies to your needs.

5. Template Access: Quick links to strategy templates, including the new Fee Simple template.

6. Top 5 Tax Strategies: Insights into the most effective strategies across the user base.

7. Pre-Tax Lab File Upload: Upload files before Tax Lab sessions for a tailored review.

Looking Ahead: We're working hard on making TaxPlanIQ easier and faster to use—simplifying tax planning into a few clicks by automatically selecting and proposing the best tax strategies for your client. We're also developing a Tax Projections module based on popular request, so stay tuned for updates on that!

News You Can Use

Powered by MWM

Check out this helpful insight from Lorilyn Wislon, CPA at MWM

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If you are interested in receiving MWM's weekly newsletter with helpful and actionable articles to improve your impact as a TaxPlanIQ user, you get 30% off!  Click here for to take advantage!

Introducing Our Newest Feature:

TaxPlanIQ Hub -

Your Feedback & Support Center!

We're thrilled to introduce the new TaxPlanIQ Hub - your go-to destination for providing feedback and getting help. 

You can:

• Share Feedback

• Request Features

• Report Issues

• Vote for Features

• Stay Updated with News and Events

• Access Knowledge Base

Ready to jump in? Once logged in, users can start by clicking the TaxPlanIQ Feedback button in the lower left corner of your TaxPlanIQ screen to discover everything the Hub has to offer.

TaxPlanIQ Deal of the Year

Good news! Due to popular demand, our March Madness offer is now extended for another week! As tax season ramps up, we wanted to ensure you didn't miss out the exclusive deal valid only until March 29th.

Get 3 months of TaxPlanIQ for the price of 1 month — a nearly 70% savings!

And there's more. Sign up for your demo by March 29th to get 5 incredible bonuses designed to elevate your tax planning game.

Upcoming Event and TaxPlanIQ Tip of the Month

Upcoming Events

Power Hour - Webinar on Qualified Opportunity Zones with industry expert Chase Ravsten and earn 1 Hour of CPE credit on March 28th, 2 PM CT. *Provided to TaxPlanIQ Customers

Tax Lab - If you need help with a specific tax plan, we've got you! Join a case study lab to build a tax plan together. Our Tax Lab meets every Thursday's  via zoom from 1-2 pm CT. Provided to TaxPlanIQ Customers

The Concierge CPA Podcast - Jackie Meyer covers a wide range of topics and let guests share their stories, expertise, and their hearts. Subscribe here!

Find all our upcoming events here

Tip Of The Month

4/15 Mania Tip: During the tax season rush, keep high-protein meal bars and snacks handy at your desk for those days when you have to skip lunch.

Make sure and block off time right after the deadline for some rest and relaxation, and make it something fun to look forward to!

 #TaxTipsForAccountants #WorkLifeBalance  #EfficiencyTools