Onboarding | TaxPlanIQ

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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.

Get a Demo

View Plans

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.

Get a Demo

View Plans

Schedule Your
Onboarding Session

Book your Free 45-minute Onboarding session where we guide you every step of the way of TaxPlanIQ

SCHEDULE NOW

Check Your Inbox

The TaxPlanIQ Experts are creating your account right now.

You will receive your login by email momentarily. Remember to check your SPAM/Junk folder, and if it's not there, contact support at Support@taxplaniq.com.

Video Tutorials to Use TaxPlanIQ

Start watching our user friendly video tutorials The initial video covers the essentials: Getting Started. Following that, you'll explore tutorials on Creating a TaxPlan, Adding Clients, and Crafting Tax Plans.

Part 1 - Video tutorial

Part 2 - Video tutorial

Part 3 - Video tutorial

Your path to a revolutionized tax planning experience starts here. We're here to support you at every turn.

Need a Hand?
Our Customer Support is Here for You!

At TaxPlanlQ, we pride ourselves on more than just our industry-leading software; we're deeply committed to ensuring your experience is seamless.
Whether you have a question, encounter a hiccup, or just need some tips on maximizing your tax planning strategy, our dedicated support team is here to help.

Get Chat Support

Monday - Friday 8 AM - 5 PM CT

Call us

(888) 272-1278 X 0