Description
TaxPlanIQ is a leading AI-powered tax planning platform that assists accounting firms and financial advisors in transitioning from traditional tax preparation to offering premium advisory services. The software allows accountants to upload a client's 1040 form, which is then analyzed by the jAIne AI assistant. This AI tool recommends over 130 advanced tax strategies, ranked by potential savings, and suggests fees tied to the projected savings. This process transforms a firm's role from a preparer to an advisor, providing clients with a quantified tax plan.
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TaxPlanIQ includes features such as tax projections, scenario modeling, and entity comparison, which are available on certain plans. The platform also offers a guided implementation process over approximately 45 days, including live sessions with a Training Specialist, Business Coach, and Tax Planning Consultant. This ensures that users can effectively leverage the software's capabilities.
The software is built to streamline the tax planning process, allowing most CPAs to create a complete tax plan in under 30 minutes. It automates the reading and redaction of tax returns, and generates white-labeled ROI summaries, slide decks, and planning reports. TaxPlanIQ also provides ongoing support through weekly group tax lab sessions, strategy hours, and bi-monthly Ask Me Anything sessions.
TaxPlanIQ is priced competitively with three main plans: Basic, Standard, and Growth. The Growth Plan includes additional features such as projections, scenario modeling, and entity comparison, along with a 100% ROI guarantee under specific conditions. The platform is designed for small and medium-sized firms, offering a flat monthly rate rather than per-client pricing, making it an affordable solution for firms looking to expand their advisory services.
- CategoryAI Accounting Tools
- Pricing ModelSubscription
- DeploymentCloud
- PlatformsWeb
TaxPlanIQ's Core Features
AI-powered 1040 analysis
130+ advanced tax strategies
jAIne AI tax planning assistant
White-labeled client reports
Scenario modeling
Entity comparison
Guided implementation
Weekly group tax lab sessions
ROI-based pricing
Ongoing support
How to use TaxPlanIQ?
Upload: Submit client 1040 forms
Analyze: AI processes and redacts data
Recommend: jAIne suggests strategies
Generate: Create client-ready reports
Optimize: Use feedback to refine plans
TaxPlanIQ's Use Cases
- Tax strategy identification
- Client advisory services
- Scenario modeling
- Entity comparison
- White-labeled reporting
