Flat-Rate Tax Planning Software Pricing

Which one sounds like your firm?

Serious about adding advisory? Choose Growth. Our tax planners review your plans, keep you on best practices, and coach you through the situations you have not seen before.

software-pricing
Most Chosen

Growth

"I'm committed to moving my practice to advisory, and I want a team keeping me on track and in my corner all year."

Unlimited tax plans

5 users

Starting at $997 per month

Book a Demo

What's Included:

  • Tax Planning
  • Tax Projections, Scenario Modeling, Entity Comparison included
  • 100% ROI Guarantee
  • Ongoing 1:1 office hours with TaxPlanIQ Tax Planning Consultants to review tax plans and ensure best practices
  • 200+ marketing email templates to convert HNW clients
  • LinkedIn marketing best practices guide to grow your network
  • jAIne AI tax planning assistant
  • Interactive Discovery to boost tax saving opportunities
  • Up to 50 CPE credits per user per year
  • First access to beta features (free while in beta, then discounted)

Standard

"I've been doing this for years. I just need the software."

Unlimited tax plans

2 users

Starting at $697 per month

Book a Demo

What's Included:

  • Tax Planning
  • jAIne AI tax planning assistant
  • Interactive Discovery to boost tax saving opportunities
  • Monthly training sessions with CPE
  • Tax Projections, Scenario Modeling, Entity Comparison not available

Basic

"I'd rather try this on my own and see how it goes."

12 tax plans a year

1 user

Starting at $397 per month

Book a Demo

What's Included:

  • Tax Planning capped at 12 plans per year
  • Tax Projections, Scenario Modeling, Entity Comparison not available
  • jAIne AI tax planning assistant not available
  • Interactive Discovery to boost tax saving opportunities not available

Available with any plan

The Advisor Accelerator Program

A 45-60 day program where our team helps you go from kickoff to actively selling tax planning services.
 Four phases with community small group and dedicated 1:1 sessions, with the goal of helping you sell your first tax plan.

Starting at $4,500

Phase 1 Introduction

Kickoff and platform setup

Days 1 to 10

  • Platform access confirmed
  • Academy enrollment assigned
  • All sessions scheduled
  • Core platform trained
Phase 2 Adoption

Education and strategy

Days 11 to 30

  • Positioning advisory services mentality
  • Plan building, scenario modeling, and pricing guidance
  • Real client scenario prepared
  • Tax strategy knowledge
Phase 3 Stabilization

Coaching and activation

Days 30 to 50

  • Advanced platform navigation and strategies
  • Defining offerings and packages
  • Sales conversations
  • Repeatable process approach
Phase 4 Optimization

Handoff and monitoring

Days 50 to 60

  • Long-term adoption plan
  • QBR cadence established
  • Ongoing support for your growth
  • Transition out of implementation
Ask about the Accelerator on your demo

Every plan includes the core tax planning software

The Platform

  • tactic 130+ tax strategies
  • flowchart Automated 1040 upload with strategy suggestions
  • automated Real time tax savings dashboard
  • note_stack White labeled ROI Summary, slide deck and tax planning report

Training and Support

  • chess_knight Strategy Hour sessions with CPE
  • event_available Weekly Tax Lab sessions
  • comment Bi-monthly Ask Me Anything sessions
  • support_agent Support by chat, email and phone

Pricing

Find the right fit for your firm

Tell us where your firm is with tax planning today and how much help you want along the way. We will tell you which plan fits.

Book a Demo