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.


Free guide

Value Pricing Guide for Tax Accountants

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

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Case Studies

Maximizing the clients you already have!

Read more about how Joy Lutz uses TaxPlanIQ to maximize clients she already had and increase revenue.

"You don’t have to have insane return numbers and glitzy clients for TaxPlanIQ to make a big difference. Every CPA has clients where they can save them $10,000 to $20,000 off the bat. They just don’t know they have those clients already.”

– Joy Lutz, Founder, Aligned CPA

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Future firm owner solves growing pain!​​

Greg’s firm quickly grew to a team of 10 employees. With a group of CPAs, accountants, and administrators, Greg provides a growing range of services to his clients, such as tax planning. Along with that growth came several challenges—most of which concerned the time-consuming manual work necessary to serve his clients. 

“I love using TaxPlanIQ. It’s a platform that solves some serious pain points.”

– Greg O’Brien, CPA

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Featured Articles

The State of Value Pricing

August 27, 2021 TaxPlanIQ Support team

How do you determine the value of the services you offer? What’s the difference for you and your clients when you base your pricing on hourly...

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Five Things You Need To Know About Tax Extensions

August 27, 2021 TaxPlanIQ Support team

Did you see the recent poll that taxes are the top stressor for Americans? As the dreaded April 15 tax deadline approaches, there are so many...

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4-hour workweek — Not weekend!

August 27, 2021 TaxPlanIQ Support team

In Tim Ferris’ book, the 4-hour workweek helped change my work life, and maybe yours too, but it does not have to control every aspect of your...

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Recommended Reads

Start with Why
Author: Simon Sinek

Buy the Book

The 4-Hour Workweek
Author: Timothy Ferriss

Buy the Book

The 7 Habits of Highly Effective People

Author: Stephen Covey

Buy the Book


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!


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


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.

ProConnect Tax Online

Electronically collect client documentation, prepare the return, and e-file all in one solution.

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.


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


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


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


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.


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.

Need help getting started with TaxPlanIQ?

Look no further. Our dedicated team are experts in helping you get the most out of your tax planning efforts so that you see a quick return on your investment.

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