Don't forget to join our weekly TaxLabs -- these are sessions exclusively for TaxPlanIQ subscribers and coaching students 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 and coaching students 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.
Have you upgraded your account yet to our brand new Growth Plan? Here's some of the major perks:
Complimentary Growth Implementation ($750 value)
100+ CPA-selected tax strategies
Tax Strategy Hub
Real-time tax savings dashboard
jAIne AI Tax Planning Assistant
Client Portal
Custom white labeled ROI Summary, PPT Presentation, and full Tax Planning Report
Automated 1040 upload & beta features (Multi-Upload once available)
Monthly Power Hour Webinar with CPE
Cash flow timeline (beta)
Priority case study submission for weekly Tax Labs (Growth Plan subscribers first)
TaxPlanIQ Concierge Consultant Premium support (for all users)
1:1 office hours with TaxPlanIQ Concierge Consultants to review tax plans and ensure best practices.
Monthly CPE credits (36 per year per user) through the following:
Live Weekly Training
First access to beta features (free while in beta, then discounted)
Special Growth Program-only events
If you have not yet upgraded your account and are interested in doing so, please reply to this email or send a message to support@taxplaniq.com letting us know you want to upgrade!
TaxPlanIQ Enhancements
At TaxPlanIQ, we're committed to continually improving our tax planning software to better serve you. We're excited to announce several enhancements that launched in May designed to streamline user experience, improve accuracy, and provide access to the latest tax strategies. Here's a rundown of the enhancements released this month:
1. Tax Strategy Update (Marginal and Capital Gains Rate)
Several Tax Strategies and knowledge base information have been updated to the 2024 tax information. For example, the current tax rate links within the creation of plans is now utilizing the correct Cap Gains Rate and Marginal Tax Rates for 2024.
2. Custom Color Schemes for Reports
Users now have the ability to set one or two default colors in TaxPlanIQ for their white labeling of tax plan reports.
3. Easy Access to Free Redaction Tool
The integration of a free redaction tool into the TaxPlanIQ 1040 upload instructions provides an efficient and straightforward solution for managing sensitive data in tax filings. This tool, available at Redactable, offers robust redaction capabilities that help ensure compliance with privacy laws and regulations.
4. Updated Terms and Conditions Agreement
We have updated our Terms and Conditions agreement. If you would like to review the agreement, you can access it HERE.
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 the TaxPlanIQ interface and click on the jAIne icon on the far left. This will launch jAIne.
Start with a simple greeting, like "Hello, jAIne!"
Mention that you'd like to provide feedback about TaxPlanIQ.
Share your thoughts when jAIne prompts you to go ahead. You can share what you like, what could be improved, or any new ideas you might have.
Once you're done, jAIne will confirm the receipt of your feedback and ensure it reaches the right team at TaxPlanIQ
TaxPlanIQ, 1207 South White Chapel Blvd, Suite 200, Southlake, TX 76092, United States, 888-272-1258
