Audience

Tax firms searching for a platform to increase revenue

About TaxPlanIQ

The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer. Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process. We’ll walk through your first tax plan together so you and your clients can see the ROI. This is the platform designed to elevate your value and give you control back over your business. Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.

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Pricing

Starting Price:
$300 per month
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

TaxPlanIQ
Founded: 2020
United States
www.taxplaniq.com

Videos and Screen Captures

TaxPlanIQ Screenshot 1
TaxPlanIQ Screenshot 1 TaxPlanIQ Screenshot 2 TaxPlanIQ Screenshot 3 Resources available
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

TaxPlanIQ Frequently Asked Questions

Q: What kinds of users and organization types does TaxPlanIQ work with?
Q: What languages does TaxPlanIQ support in their product?
Q: What kind of support options does TaxPlanIQ offer?
Q: What other applications or services does TaxPlanIQ integrate with?
Q: What type of training does TaxPlanIQ provide?
Q: Does TaxPlanIQ offer a free trial?
Q: How much does TaxPlanIQ cost?
Q: What pricing for training is available for TaxPlanIQ?

TaxPlanIQ Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

TaxPlanIQ Verified User Reviews

Write a Review
  • A TaxPlanIQ User
    Partner
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The best tax planning software I never knew I needed w/the ROI method"

    Posted 2021-12-14

    Pros: The ROI Method of value pricing allows triple fees, but also the clients to be so much more happy because you are visualizing the net savings after your fees of so much more than before.

    Cons: It's a small business run by an accountant who has their own practice, so the interface isn't as slick as a company with venture capital, but they sure do care and get the job done.

    Overall: I love TaxPlanIQ and all of Jackie Meyer's work like the certified concierge accountant program! Saved my practice.

    Read More...
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