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Overview

Tagline Brand's website · 2026-10-04

The only tax planning software for accounting firms backed by a 100% ROI Guarantee. It emphasizes speed, affordability, and the integration of AI to simplify complex tax planning and help firms transition to higher-value advisory services.

Description Brand's website · 2026-10-04

TaxPlanIQ provides tax planning software designed for growing accounting firms to quickly and affordably build expert-level tax plans for their clients, even for those new to tax planning. The software helps firms identify significant tax savings and transition to high-value advisory services.

Offerings

Core capabilities Brand's website · 2026-10-04

  • Tax planning software for accounting firms
  • featuring AI-powered client analysis
  • AI tax planning assistant (jAIne)
  • ROI-based pricing structures
  • and client-ready proposal generation.

Pricing Brand's website · 2026-10-04

Subscription-based, starting from $397/month, with a 'Growth Plan' that includes a 100% ROI Guarantee.

Audience

Target industry Brand's website · 2026-10-04

Growing accounting firms, small firms, large firms, bookkeepers, and accountants in transition seeking to offer tax advisory services. Their clients include high-earning W-2 individuals and ultra-high earners.

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Page last updated 2026-10-04.