100% Subscription Protection
TaxPlanIQ's 100% ROI Guarantee is available with 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, we'll refund the difference between what you paid for your first year and the tax planning fees your clients agreed to during that year.
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.
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, we refund the difference. Either your fees cover the software, or your fees plus our refund do. If you do the work, your first year pays for itself one way or the other. Profitable tax planning services should not require you to gamble on the software first.
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 why we can make the guarantee: firms don't need every plan they present to close for a small number of engagements to cover the software investment.
This special guarantee applies when you meet all 7 conditions within your 12 month subscription period (again, all 7 are required):
Complete every Advisor Accelerator Program session your Customer Success team schedules for you, all within the first 90 days of your subscription. To move a session, email the TaxPlanIQ team member leading it at least 48 hours ahead and finish the rescheduled session inside the 90 days. Declining the calendar invite doesn't count as notice. You get one no-show or late cancellation. A second one ends your eligibility, and nothing extends the 90-day deadline.
Attend three meetings with your Customer Success Manager: the CSM Optimization Meeting, the 60-day post-implementation check-in, and the 90-day post-implementation check-in.
Review at least 10 tax plans with a Growth Consultant. Each one has to be for a real, named client, with the plan built and your price set before the call. Each plan has to support an engagement fee of at least $1,500. Get up to two 1:1 consultations a month, so the 10 take at least five months. Start early. Tax Labs, AMAs, and other group sessions don't count toward the 10.
Present all 10 reviewed plans to the clients they were built for, including the engagement you're proposing and your fee. No ifs, ands, or buts about it. This is a hard requirement that we stick to. It's easy to meet if you just do it.
Mark each plan Closed Won or Closed Lost in TaxPlanIQ. A Closed Won plan needs proof the client accepted and proof of the amount, such as an invoice, a signed engagement agreement, or proof of payment. A Closed Lost plan needs a dated email or letter showing the client said no. Keep Closed Won and Closed Lost status current on every plan you present during the year, not just the 10.
Pay every subscription invoice on time. A late, missed, failed, or declined payment ends your eligibility, and paying it later doesn't restore it.
Submit your claim and all your documentation within 14 calendar days after your first 12-month term ends.
We define an "identified client" as a real person or business you built a tax plan for, reviewed in a 1:1, and presented to, with documented proof the presentation happened and a written decision from the client: a yes or a no to the 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.
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