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Pricing and Free Trial

Meet TaxPlanIQ–your soon-to-be favorite tax planning platform

Accounting firm owners utilize our platform to organize their clients’ tax strategies quickly and easily so they can demonstrate expertise, communicate value, and price appropriately.

See Features

All plans include

See what makes TaxPlanIQ the tax manager you never had

We use TaxPlanIQ in our Mastermind Programs: Yourcca.com andTaxplanningMasterclass.com.

Students received an extended trial and a 25% discount when completing our Masterminds. 

Features
Basic
Professional
(included in Trial)
Elite Custom Pricing

Included Tax Strategies

16 Tax Strategies

Unlimited Tax Strategies

Unlimited Tax Strategies

Customer Service

Live Chat, Email, & Knowledgebase

Live Chat, Email, & Knowledgebase

Live Chat, Email, & Knowledgebase

Custom Branding

Custom Branding

Custom Branding

Custom Branding

Resources & Discounts

Limited

Full Access

Full Access

Task  System

Task System

Task System

Task System

ROI Proposal & Client Report

ROI Proposal & Client Report

ROI Proposal & Client Report

ROI Proposal & Client Report

Educational Videos

Limited

Monthly New Releases

Custom One-on-One Sessions

Firm Dashboard

  

Firm Dashboard

Client Portal

   

   

Client Portal 

Client Portal

Client To Do's

   

   

Client To Do's

Client To Do's

Quarterly Tax Estimates

   

   

Quarterly Tax Estimates

Quarterly Tax Estimates

Questionnaires

   

   

Questionnaires

Questionnaires

Online & PPT Presentation

   

   

Online & PPT Presentation

Online & PPT Presentation

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Jeremy
“It’s a great way to do tax planning because Jackie’s ROI worksheets are like a supercharged Excel spreadsheet! It’s worth its weight in gold for the monthly fee! ”

— Jeremy Stark

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Start your free trial

Ready to become indispensable to your clients and build a business you love? Try TaxPlanIQ free for fourteen days and follow our three-step proven process to see a measurable ROI.

1

Start your free trial

2

See an immediate return on your investment

3

Watch TaxPlanIQ transform your accounting firm

START YOUR FREE TRIAL

Need help getting started with TaxPlanIQ? 

Look no further. Our expert team can help you get the most out of your tax planning efforts so that you see a quick return on your investment.

Contact Support