TaxPlanIQ

TaxPlanIQ is an advanced tax advisory platform that revolutionizes how accountants and tax advisors manage their practices. With a focus on small to medium-sized firms, it enables users to create detailed tax plans, manage client engagements efficiently, and visualize ROI effectively. The software has successfully assisted over 800 firms in saving more than $1 billion in taxes, with average savings of $41,700 per client. Key features include seamless tax document importing, advanced ROI proposal creation, a built-in task management system, customizable client questionnaires, and bespoke branding options. The platform integrates with popular software via Zapier, enhancing the overall efficiency of tax management.
Powered by AI technology, TaxPlanIQ allows tax advisors to handle complex queries and streamline workflows, greatly enhancing accuracy in tax advice and reporting.
With three pricing plans - Basic at $397/month for 1 user, Standard at $697/month for 2 users, and Growth at $997/month for 5 users - it caters to various business needs while ensuring value-driven strategies that enhance client relationships. Testimonials underline the transformative benefits experienced by users, emphasizing increased efficiency and client satisfaction. Explore the potential of TaxPlanIQ to elevate your tax advisory services today!