We’re extending our special offer given during the webinar just for you. If you missed the chance during the webinar, now is your opportunity to upgrade to the TaxPlanIQ Growth Plan at 20% OFF!
And if you’re currently on the Standard/Pro plan, it’s only an additional ~$100/month for a MASSIVE amount of value.
Here are some Growth Plan perks to look forward to:
Complimentary enhanced implementation and training
Unlimited tax plans and proposals per user
Automated 1040 upload, analysis, and tax strategy recommendations
jAIne AI tax planning assistant
Access to our Tax Strategy Hub with over 100 strategies
Custom white-labeled reports and tax plans
Client portal access
Weekly Tax Labs and Monthly Power Hour Tax Strategy webinars
5 users included
Premium support with TaxPlanIQ Concierge Consultants
Don't forget to join our weekly TaxLabs -- these are sessions exclusively for TaxPlanIQ subscribers to ask anything from strategy-specific questions to firm operations and everything in between.
If you have not attended one of our weekly Tax Labs or have recently had a refresher on all the software can do for you, now is the time! TaxPlanIQ subscribers canjoin us weekly on Thursdays at 2pm ET / 11am PT as we review tax strategies and plans. If you'd like to attend any upcoming sessions, please register HERE or click the button below.
Here are some of the new improvements with Version 3.0:
The latest OCR technology for reading tax returns.
Faster Uploads: R.A.P is even faster, experiencing significantly faster upload times.
New and Improved AI capability. We've integrated the latest AI technology to enhance your experience. We've upgraded JAIne to the latest AI capability, making her smarter, faster, and even more helpful.
Automated Strategy Suggestions include:
Capital Gain Offsets (Capital Loss Harvesting),
Gifting stock, 1031 Exchange on Real Estate (Like-Kind Exchange),
Section 1202 Installment Sale,
Structured Ownership plans,
CRT; Charitable LLC; Deferred Sales Trust,
Defined Benefit Plan, Passive Solar Investment Credit,
and Donor Advised Fund and many more.
Fully Automated Tax Strategy Library Each week going forward, we will continue to roll out automated strategies over the next few weeks until the completion of our 120+ tax library.
All existing plans will remain the same. You will have a choice to manually create a plan or upload the 1040 and create a new plan for your client.
Your User Guide & Video Overview
As new features are rolled out, as with any software release, you may find the system will need a refresh or update. If you run into any challenges at all, our team will be standing by ready to help with any needs you have.
Please don’t hesitate to reach out to our support team at any time at support@taxplaniq.com.
These enhancements represent our ongoing commitment to delivering a comprehensive, user-friendly tax planning software. We're dedicated to providing tools and features that empower users to navigate the complexities of tax planning with confidence and ease. Stay tuned for more updates as we continue to evolve and improve our software to meet your needs effectively.
As a valued customer, we always appreciate your feedback. Please follow the below steps if you would like to easily submit feedback or request a new feature inside of the TaxPlanIQ software:
Open your TaxPlanIQ profile and click the "TaxPlanIQ Hub" icon at the bottom left.
Share your thoughts. You can share what you like, what could be improved, or any new ideas.
This reaches our TaxPlanIQ Team
TaxPlanIQ, 1207 South White Chapel Blvd, Suite 200, Southlake, TX 76092, United States, 888-272-1258
