TaxPlanIQ Description

You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.

Pricing

Pricing Starts At:
$300 per month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
TaxPlanIQ
Year Founded:
2020
Headquarters:
United States
Website:
www.taxplaniq.com
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Media

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

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

TaxPlanIQ Features and Options

Tax Planning Software

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 User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Partner
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

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

    Date: Dec 14 2021

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

    Positive: 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.

    Negative: 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.

    Read More...