Transformational Tax Advisory Platform

a monthly resources for tax planners near and far

Feb 2024

Happy New Year from TaxPlanIQ! 

Dear Valued Subscribers,

We wish you a prosperous and joyful 2024! As the tax season approaches, remember that our team is here to support and guide you through every challenge. Let's tackle this busy season with positivity, knowing TaxPlanIQ is here to help you maximize financial opportunities. Here's to a successful year ahead!

🥁 Drumroll Announcement! 

Introducing Amy Cabrero, Our New Director of Customer Success

We're excited to welcome Amy Cabrero as TaxPlanIQ's new Director of Customer Success. She is also our in house Legal expert and software copy writer. But that's not all – outside the office, Amy has a fascinating pursuit: studying Russian!

Latest TaxPlanIQ Updates

New Day, Same Great Tax Lab!

Big news: Our Tax Lab sessions are moving to Thursdays at 1 PM (CST)! This new schedule promises to make our interactive and insightful labs more accessible and valuable for you. Don't miss out on the latest tax strategies, Q&A sessions, and expert insights. Click here to register for the next session. See you there – your tax planning journey just got an exciting update!

TaxPlanIQ: Community Impact

Giving Back: Supporting the Gregg Pearson Foundation:

At TaxPlanIQ, we're not just about numbers; we're about community. This month, we proudly donated $10,000 to the Gregg Pearson Foundation, aligning with our mission of compassion and support for those in need.

Spotlight on Innovation: 

TaxPlanIQ proudly spotlights our founder, Jackie Meyer, who recently attended the influential Digital CPA Conference in Las Vegas. This premier event, a nexus for accounting innovation, aligns with our commitment to leading-edge practices in client advisory services. Jackie's participation underscores our dedication to integrating the latest industry advancements, ensuring TaxPlanIQ remains at the forefront of the accounting world. 

Exciting Enhancements to Our Tax Planning Software This Month!

We're excited to announce these recent enhancements to our tax planning software, ensuring you enjoy an even smoother tax planning journey:

• Interface Update for jAIne: We've switched jAIne to use numerical points for better clarity and structure in our conversations.

• RAP Scan Notification: Subscribers will now receive notifications when the RAP (Read Analyze and Process) scan is completed.

• Strategy Suggestions in Chat: jAIne chat interface now directly shows tax strategy suggestions for streamlined access.

• Enhanced Tax Strategy Details: Each suggested tax strategy will include its source and reference for deeper understanding and verification.

• Tax Strategy Mapping Algorithm: Utilizing the 1040 mapping sheet, our new algorithm suggests the most relevant tax strategies to users.

• Key Financial Highlights: Important dollar amounts are now prominently displayed in the suggested tax strategies for easy reference.

• Personalized Strategy Presentation: Before presenting a tax strategy, jAIne will display the user's first name and plan name for a personalized touch.

• Chat History Feature: Discuss and review the generated tax strategies with the new chat history feature.

• RAP Templates for Draft Files: We've added RAP(Read Analyze and Process) templates to better handle and process draft files.

• Updated JAIne Welcome Message: We've refreshed the wording in jAIne's welcome message for a better initial experience.

• Easy Access to Zoom Labs: Simply type "Lab" in the chat, and jAIne will provide a Zoom link for instant access to our Tax Labs.

• Auto Email Feature for Partner Requests: When a user inputs "Partner:" along with their details, an automatic email is sent to our support team for prompt assistance.

• Updated Information Cross-Check Message: We've revised our message to provide clearer options for assistance from our team, either by partnering on a plan or attending a weekly Tax Lab.

• Questionnaire Link Generation: Subscribers can now generate links to complete questionnaires on behalf of their clients.

• Export Options for Questionnaires: Enhanced functionality to export questionnaires to Word or Excel formats for versatile use.. 

Resources to elevate your value

The Concierge CPA Podcast

Jackie Meyer covers a wide range of topics and let guests share their stories, expertise, and their hearts. 

Boost Efficiency with RAP! Discover How in Our Latest Blog

Revolutionize your tax planning with new RAP feature, harnessing the power of AI with our Virtual Tax Advisor, jAIne, for unparalleled efficiency & strategy suggestions!

Upcoming Community Events at TaxPlanIQ

We offer a range of opportunities including our TaxPlanIQ TaxLab, CCTA Q&A Session, and more, all tailored for you. Learn more and join us

Tax planning testimonials

“My aim is to create a proactive plan, optimize income, and minimize taxes.  Since I made the shift to tax planning, TaxPlanIQ has allowed me to hit the ground running. The professionalism of the SaaS platform and the resources and support that the company provides helps create direction so it’s easy to get up and running. My business would not be where it is today without TaxPlanIQ.”

—Kristin Kippen EA, Owner at Strategic Tax Planning

Which Subscription is best for my firm?

We want you to get the most of out of TaxPlanIQ, which is why we offer Weekly Tax labs, Coaching, and more. Contact us today to let us know your firm's needs.