Resources to revolutionize your firm

We believe in the work you do. It’s meaningful. These resources are curated specifically for accounting firm owners to ensure you are positioned to organize client tax strategies quickly and easily, communicate your value, and charge what you are worth.

Guide-Cover

Free guide

Value Pricing Guide for Tax Accountants

Our free, step-by-step guide to implementing value-based pricing in your accounting firm.

Featured Articles

Featured Spotlight: Marc Schnoll

May 15, 2023 •TaxPlanIQ Support team

TaxPlanIQ is committed to the ongoing education and implementation of tax strategies. Periodically, we feature TaxPlanIQ users who have experienced...

TaxPlanIQ Software Updates

March 4, 2022 •TaxPlanIQ Support team

TaxPlanIQ CEO Jackie Meyer spent some time demoing the new updates for TaxPlanIQ. She described these updates as “new enhancements and features… that...

Potential Client Process for Value Pricing

February 17, 2022 •TaxPlanIQ Support team

Now that you’ve seen the benefits and transformative potential that implementing value pricing can have for your firm, it’s time to take the first...

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Jackie’s favorite tools

"These resources are the tips and tools I recommend to accounting firm owners regularly. I can’t wait to see how you incorporate them in your firm.”

Jetpack Workflow

Workflow software that lets you rest easy. See why over 6,000 accountants and bookkeepers use Jetpack Workflow. Their podcasts are amazing too!

Sharefile

Document Management software that allows you to easily review, e-sign and auto-save documents your team is working on.

Qount

This customizable practice management software is the hub you need to keep your processes smooth from onboarding to performance analytics (and just about everything in between). Plus, it fully integrates with your TaxPlanIQ portal.

Quickbooks Online

Quickly check the status of client invoices, resend documents, process payments, or just get inspired as you track growing profit margins. Integrations with Chargebee and other applications that run the behind-the-scenes for our three companies makes Quickbooks a perfect choice.

RingCentral

Accelerate your business with one platform for all your phone, video and messaging needs.

Google Calendar

Google Calendar syncs to all of your devices and is an insanely practical tool that ensures you stay on track with your appointments and scheduling. It also integrates with Quickbooks for faster invoicing.

AppToTo

AppToTo automates the sending of confirmation messages so that you do not have to focus on tracking down your next meeting.

WiseStamp

WiseStamp offers you the ability to create professional email signatures that set you apart.

RetroacDev

Perform accurate R&D studies with confidence. Get better documentation with this platform designed for accountants like us.

SaneBox

A cluttered inbox will slow down even the most organized accountant. Thankfully, this is a problem of the past with SaneBox’s filtering and organizational tool.

Gusto

From all-inclusive automated payroll processing to HR benefits and more, Gusto syncs with QuickBooks and has fantastic customer support.

Crystal Knows

If you've ever wanted the personality type (and corresponding advice) of a sales prospect or staff member before even talking to them, then this is the app for you. Crystal seamlessly integrates personality insights into your sales, hiring, and training processes.

Design Pickle

Unlimited, monthly graphic design that takes your brand to a new level.

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