{"name":"Taxplaniq","domain":"taxplaniq.com","url":"https://optimly.ai/brand/taxplaniq","is_claimed":false,"categories":["finance-accounting-software"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://taxplaniq.com","updated_at":"2026-10-04T00:02:31.197000+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://taxplaniq.com","updated_at":"2026-10-04T00:02:31.197000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Tax planning software for accounting firms\nfeaturing AI-powered client analysis\nAI tax planning assistant (jAIne)\nROI-based pricing structures\nand client-ready proposal generation.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://taxplaniq.com","updated_at":"2026-10-04T00:02:31.197000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based, starting from $397/month, with a 'Growth Plan' that includes a 100% ROI Guarantee.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://taxplaniq.com","updated_at":"2026-10-04T00:02:31.197000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://taxplaniq.com","updated_at":"2026-10-04T00:02:31.197000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:02:31.197000+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=taxplaniq"}