Pricing and Plans | TaxPlanIQ

Basic

$300/mo
after 14-Day FREE Trial!

Our solution for solopreneurs and emerging businesses that need a solution that proves their value and grows their business.

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Professional

$600/mo

after 14-Day FREE Trial!

Our solution for established accounting firms that need to streamline operations, increase profitability and prepare to scale.

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Elite

Custom Pricing

Our solution for you and your entire team so that everyone involved in your work has access to the same suite of tools to get your clients the very best return on their investment. The Elite plan provides customized tax planning coaching with one of our top tax strategists

All plans include

Attorney-approved tax strategies

Client Savings View

A robust client portal

Task management for clients and staff

We use TaxPlanIQ in our Mastermind Programs: and.

Students receive 50% 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	Dedicated success manager, 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	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