Welcome to TaxPlanIQ
Important please read
Important please read
Schedule Your
Onboarding Session
Onboarding Session
Book your Free 45-minute Onboarding session where we guide you every step of the way of TaxPlanIQ
Check Your Inbox
The TaxPlanIQ Experts are creating your account right now.
You will receive your login by email momentarily.
Watch our Onboarding Video Overview
Client User Guide
The User Guide, explains how to:
- Create a Client
- Create a tax plan
- Select suggested strategies.
Book your Onboarding to go over any Q&A. For any additional questions please contact Support@Taxplaniq.com or join a Tax Lab for Q&A.
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!
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.
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.
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Monday - Friday 8 AM - 5 PM CT
Call us
(888) 272-1278 X 0