TaxPlanIQ Insider

November 2024

December 2nd, 2024

Upcoming Events

Smart Tax Strategies for Alternative Investments

🗓️  December 5, 2024 at 11 am ET / 8 am PT

* Growth Plan Subscribers visit the Growth plan tab for Free Course Access

Power Hour with Heidi Henderson of Engineered Tax Services on Cost Segregation

🗓️  December 19, 2024 at 11 am ET / 8 am PT

REMINDER: Weekly TaxLabs

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 can join 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.

November Enhancements in TaxPlanIQ

At TaxPlanIQ, we're committed to continually improving our tax planning software to better serve our customers. We're excited to announce new features, bug fixes and continue additions to our suggested tax strategies.

NEW FEATURES:

These are mostly improvements to the user interface to make TaxPlanIQ easier and more intuitive to use.

• More visible progress bar for reviewing strategies

• Tax Strategy suggested sorted by plan estimate amount (largest to smallest)

SUGGESTED TAX STRATEGY IMPROVEMENTS:

• Added several new suggested tax strategies and improved logic to detect when to suggest them.

• More Tax Rate strategies to choose from during a Strategy Review

• Changed the name of “Goal Task Date” to “Create Task Date” for clarity, with an info hover explaining that a task will be created for the strategy once the Task Date field is filled in.

• Provided an explanation of Federal and State tax savings

OTHER ENHANCEMENTS:

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.

• An ongoing improvement is the Word Download format. Many improvements are being made and will be released over the next month.

• T-icon for Tasks now consistently displays after a Plan is created

• Ability to download files that client uploaded in their client portal

• ROI presentation numbers more accurate

• Better retention of information when switching between screens when creating a draft plan

• Consistently sending weekly ToDo reminders

• No distortion of company logo on the login screen

• Client Search working correctly

• Allow duplication of Plans

• Improved OCR and field recognition.

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:

1. Open your TaxPlanIQ profile and click the "TaxPlanIQ Hub" icon at the bottom left. 
2. Share your thoughts. You can share what you like, what could be improved, or any new ideas.
3. This reaches our TaxPlanIQ Team