Tax Planning Software for Accountants, CPAs & Financial Advisors

The Only Tax Planning Software Backed by a 100% ROI Guarantee*

Not only is TaxPlanIQ the most affordable tax planning software for accounting firms, but it’s the only one with a 100% ROI Guarantee*. With the TaxPlanIQ Growth Plan, we assume the risk so you don’t have to. If you don’t see results during your 12-month agreement, you’ll get a full refund.*

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*Terms And Conditions Apply.

Features of TaxPlanIQ Tax Planning Software

Instantly Analyze Your Clients for Opportunities

Upload up to one hundred 1040s at once. AI then identifies potential savings and prioritizes high-opportunity clients making client selection a breeze.

Get Answers Fast with Our AI Tax Planning Software Assistant

Get real-time answers to complex tax planning questions and step-by-step guidance as you create tax plans with jAIne, our AI tax planning assistant.

Price & Plan with Confidence

Take the guesswork out of tax planning pricing. Get easy ROI Method pricing structure and detailed ROI reports to show clients measurable value of their tax plan.

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Your clients view you as an expense. TaxPlanIQ tax planning software helps you be seen as an asset.

Whether you’re burned out, undervalued, or tired of clients price-shopping your worth, we’ll show you how to become their most trusted advisor and add significant revenue and profit to your firm's bottom line.

Tax planning is at the forefront of the Advisory shift, and is the easiest advisory service to add to your firm.

Tax planning is the easiest advisory service to add because it leverages the work you’re already doing—no new degree, certification, or staffing required. With TaxPlanIQ, you can turn a client’s 1040 into a customized, high-value tax plan in minutes.

That means you’re not just filing returns—you’re uncovering savings, creating new revenue streams, and building deeper client relationships that lead to more profitable engagements, year after year.

Here’s How to Become the #1 Asset In Your Client’s Life

TaxPlanIQ is easily the most affordable tax planning software on the market. It's also your bridge to a better business model where you can build tax plans in just 3 minutes.

Step 1

Upload multiple 1040 PDFs (or just one if you know who you want to plan for).

AI extracts data and begins finding savings immediately.

Step 2

Verify the auto-filled info.

Make sure income, rates, and filing data are accurate.

Step 3

Apply tax-saving strategies.

Our AI recommends proven, up-to-date strategies tailored to the return.

Step 4

Set ROI-based pricing.

Use complexity and urgency to determine exactly what to charge.

Step 5

Deliver the full proposal.

A professional, client-ready tax plan is ready in 3 minutes.

Tax Planning Software Built for Accounting Firms of All Sizes

See Plans & Pricing

Small Firms – Save time, add value, and raise your rates
Large Firms – Systematize tax planning, eliminate spreadsheets, and scale a consistent process across teams and locations 
Growing Firms – Systematize tax planning and scale advisory work 
Bookkeepers – Upgrade to strategic revenue streams 
Accountants in Transition – Make advisory your core service offering

Frequently asked questions

How does TaxPlanIQ help accountants transition from tax preparation to tax advisory services?

TaxPlanIQ provides automated tax strategy recommendations, client-ready presentation materials, and a complete system for identifying tax-saving opportunities. Our platform helps accounting professionals shift from compliance-focused work to high-value advisory services that clients are willing to pay premium fees for.

What ROI can accounting firms expect when implementing tax planning services with TaxPlanIQ?

Firms using TaxPlanIQ have identified more than $5B in tax savings. Most accounting firms are able to charge advisory fees 10-20x higher than traditional tax preparation fees, with many reporting 30%+ annual growth compared to the industry average of 9.1%.

How does TaxPlanIQ's AI tax planning assistant help CPAs save time?

Our AI tax planning assistant analyzes client tax returns, automatically identifies tax-saving opportunities, and generates custom-tailored tax strategy recommendations in minutes. This automation allows accountants to deliver high-value advisory services efficiently without spending hours on manual calculations and research.

How long does it take to implement tax planning services in my accounting practice using TaxPlanIQ tax planning software?

Most accounting firms can implement tax planning services with TaxPlanIQ in less than 30 days. Our enhanced Growth Plan implementation and training program walks you through every step, from setting up your first tax plan to presenting it to clients. Many users report closing their first tax planning client within their first week of using the platform.

Does TaxPlanIQ really offer a 100% ROI guarantee?

Yes. If you do the work, your first year on the Growth Plan pays for itself. Either your tax planning fees cover the subscription, or we refund the difference. The guarantee covers your first 12-month Growth Plan term only, and you need to meet every condition below within that term:

Complete every Advisor Accelerator Program onboarding session your Customer Success team schedules, within your first 90 days. You get one no-show or late cancellation.
Attend your CSM Optimization Meeting and your 60-day and 90-day post-implementation check-ins.
Complete ten Growth 1:1 Consultations, each on a real, named client, with the plan built and your price set before the call. Each plan has to support an engagement fee of at least $1,500. You can book up to two consultations a month.
Present all ten plans to those clients, including your proposed engagement and fee.
Mark each plan Closed Won or Closed Lost in TaxPlanIQ and keep the proof: the client's acceptance and the amount for a yes, a dated written decline for a no. A no still counts.
Keep your account in good standing, with every payment made on time.
Submit your claim and documentation within 14 calendar days after your first year ends.

If your Closed Won tax planning fees for the year come in below what you paid for the Growth Plan, we refund the difference!

Create Tax Plans Fast with Flat-Rate Tax Planning Software