Welcome to TaxPlanIQ

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Onboarding Session
Book your Free 45-minute Onboarding session where we guide you every step of the way of TaxPlanIQ
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The TaxPlanIQ Experts are creating your account right now. 
You will receive your login by email momentarily.

Watch our Onboarding Video Overview

User Guide

 Client User Guide

The  User Guide, explains how to:

  • Create a Client
  • Create a tax plan
  • Select suggested strategies. 

 

Book your Onboarding to go over any Q&A.  For any additional questions please contact Support@Taxplaniq.com or join a Tax Lab for Q&A. 

Video Tutorials to Use TaxPlanIQ
Start watching our user friendly video tutorials The initial video covers the essentials: Getting Started. Following that, you'll explore tutorials on Creating a TaxPlan, Adding Clients, and Crafting Tax Plans.
Your path to a revolutionized tax planning experience starts here. We're here to support you at every turn.
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Our Customer Support is Here for You!
At TaxPlanlQ, we pride ourselves on more than just our industry-leading software; we're deeply committed to ensuring your experience is seamless.
Whether you have a question, encounter a hiccup, or just need some tips on maximizing your tax planning strategy, our dedicated support team is here to help.
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