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