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Tax Planning Software ROI Guarantee

Our tax planning software ROI guarantee is available on the Growth Plan only.

The TaxPlanIQ Growth Plan will pay for itself within the first 12 months, via tax planning fees generated from client sales.

If you meet the conditions outlined below and your planning fees don't cover 100% of what you paid for the Growth Plan subscription, you will qualify for a full refund of your first year subscription.

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Why We Guarantee Your Tax Planning Software ROI

Most software companies ask you to take a big risk: Subscribe to a software you've never used before, hope it works…and well, if it doesn't…that's your problem!

Nobody likes that. So we decided to operate differently. That means that accountants who subscribe to the Growth Plan get the full tax planning and projections software platform, weekly training, and 1:1 reviews of tax plans with our tax planning consultants, PLUS for the firms that follow our process to close planning engagements, we guarantee an ROI on your investment into the software. We've simply watched it happen across 1,200+ firms, the same thing happens over and over and over again. Firms see success. So we're comfortable guaranteeing it.

The guarantee is simple.

Do the work outlined in the conditions we show you below. If your tax planning fees over the first 12 months of your subscription don't cover 100% of what you paid for the software, you qualify for a full refund of your first year. Incredible, right? You can't lose this way. Profitable tax planning services should not require you to gamble on the software first.

How Many Clients Does It Take to Recover Your Initial Investment?

The average planning engagement fee, across our entire TaxPlanIQ user base, is $4,800. At that average engagement fee, just a small number of accepted plans covers a full year of the Growth Plan. The conditions below require you to present at least 10 plans in your first year. That may sound like a lot, but it's less than ONE A MONTH. And you don't need all 10 to close. You need a fraction of them.

That's the reason we can make this guarantee. The math has held up across the accountants who follow the process. This is what makes tax advisory profitability predictable instead of a hope, and it's why accounting firm advisory revenue grows fast at firms that present tax plans.

Training Participation

At least one user on your account completes 12 TaxPlanIQ Growth Plan Trainings within the first year subscription period. These are, for example, the live weekly sessions that cover everything from marketing and selling plans to workflows and tax advisory pricing, plus tax law updates.

Tax Plan Presentation

The user must present at least 10 Tax Plans to verifiable clients or prospects within that 12 month subscription period. No ifs and or buts about it. This is a hard requirement that we stick to. But it's easy to meet if you simply just do it.

Tax Plan Review

The user engages with a Tax Planning Consultant for a 1:1 review of at least 5 Tax Plans, which must then be presented to verifiable clients or prospects within the 12-month subscription time period.

Quick clarification…some might ask us what "verifiable" means.

We define "verifiable" as when you present to a client or prospect, where you give a presentation. It needs to include documented proof of a meeting and a written decision from the client: a yes or a no to the tax plan and your fee. That way we can confirm you actually held the meeting and tried. Because that's what this is all about, you have to at least try, is that fair enough? By the way, a no still counts as a presentation. Keep in mind that we're measuring effort and process here, not close rate.

Note: Here's a quick comparison as of August 2026 of each TaxPlanIQ plan, including current tax planning software cost and tax planning software pricing across every tier. Visit our pricing page for current tiers.

Growth

$997/month

12-month service commitment

Get Started

For firms looking for premium 1:1 tax planning guidance and to supercharge their tax planning offering.

Unlimited plans

5 Users

NEW GROWTH EXCLUSIVE

Projections, Scenario Modeling & Entity Comparison

Project tax, run multiple scenarios and compare entity structures side by side. Only available on the Growth plan.

Growth Plan 100% ROI Guarantee*
Ongoing 1:1 office hours with TaxPlanIQ Concierge Consultants to review tax plans and ensure best practices
200+ marketing email templates to convert HNW clients
Up to 36 CPE credits per user per year
First access to beta features (free while in beta, then discounted)
Weekly Strategy Stack Sessions with CPE

Standard

$697/month

12-month service commitment

Get Started

For firms looking for the best tax planning software with unlimited plans

Unlimited plans

2 Users

Basic

$397/month

12-month service commitment

Get Started

Built for solo firm owners just starting out with tax planning

Limited to 12 tax plans max

1 User

Tax Planning Software ROI: Common Questions

Which tax planning software companies offer a money back or ROI guarantee?

Based on publicly available information as of August 2026, TaxPlanIQ is the only tax planning software for accountants and financial advisors that publishes a 100% ROI guarantee tied to the return on your investment on the software. The most that any other platform offers in this category is a limited-time free trial. They want you to try it free but don't want to actually risk giving your investment back once you pay.

Also separately, one tax planning platform advertises a client savings guarantee, which is simply a promise about how far it can reduce a taxpayer's bill. That's a guarantee, but not a guarantee about your investment in the software or program. It's rather a guarantee about your client's tax result, so again not your investment in the software itself.

The TaxPlanIQ ROI Guarantee, if we could put it plainly, is about your firm's revenue and how much ROI you get from investing in the software to begin with.

Does the TaxPlanIQ guarantee require my clients to accept the plans I present?

No, not at all. The presentation condition we have counts both yes or no decisions, so as long as your meeting and the written decision is documented. The guarantee measures whether you followed our process, not whether every prospect said yes. Because some prospects will always decline and that's something nobody can control, and is to be expected.

Who counts as a verifiable client or prospect?

We keep it simple here at TaxPlanIQ, or at least try to. A verifiable client is defined as a real person or business you met with about a tax plan, with documented proof of the meeting and a written decision on the plan…so basically you show us the meeting happened and you made an attempt to sell the plan but the client said no. We exclude internal test runs, hypothetical clients, and undocumented conversations because we need you to actually present to real clients in order for you to get an ROI on the software.

Do all users on my account need to complete the trainings?

No. At least one user on the account must complete 12 Growth Plan Trainings within the 12 month period, plus the other conditions needed to qualify for the guarantee.

When does the 12 month period start?

The 12 month subscription period begins when your Growth Plan subscription starts, so that gives you a full year to simply do the 10 presentations.

Is the TaxPlanIQ guarantee available on other tiers?

No. The ROI Guarantee applies to the Growth Plan only. Why? Because while the other tiers work well for many firms, the Growth Plan does things the other tiers don't, such as extra training, live 1:1 reviews of tax plans by our team of tax professionals, and weekly support, all things that make the conditions much more achievable. Many firms do well on other tiers, but the best chance to succeed is on the Growth Plan so that's where the guarantee lives.

What counts as 'return on investment' for the guarantee?

ROI is money returned from an investment, right? In this case it would be tax planning fees generated from client sales, all during your first 12 months on the Growth Plan. It's simple math, if those fees equal or exceed 100% of what you paid for the subscription, then the plan easily paid for itself. If they don't, and you met all 3 conditions and provide the documentation, you then qualify for the guarantee. That's the tax planning revenue side of calculations, and it's the only side we measure.

How is tax advisory ROI calculated under this guarantee?

Total tax planning fees you collect during the 12 month subscription period, compared against what you paid for the Growth Plan over that same period....and if the fees equal or exceed the subscription cost, the plan paid for itself.

How do I claim the guarantee if I qualify?

Easy. Contact our team at the end of your first subscription year with your documentation and say 'I want my ROI Guarantee because this didn't work for me.' Your refund will be coming back into your bank account, so you lost nothing!