TaxPlanIQ Pricing for Every Tax Firm's Budget

While we don't like to compare ourselves to the competition, we have heard from various clients who have switched to TaxPlanIQ from other tax planning software products. Here is what we've heard sets TaxPlanIQ apart: 

• All of the same (and more) features and functionality as the competition
• A much more affordable price
• Regular updates to our software (monthly)
• New strategies and resources added regularly 
• A focus on tax planning software for small and medium firm owners. We're not building additional products for your clients to use. 
• And with our Growth Plan, you get unlimited access to expert tax planning CPAs to review your tax plans before you present to your clients + monthly CPE credits. 

Manual tax planning can take days and risks missing valuable opportunities. Not to mention, how can you possibly remember 125+ strategies in your head? TaxPlanIQ automates calculations, strategy identification, and presentation creation, turning days of work into minutes while ensuring no strategies are overlooked.

You can create your first tax plan the day you sign up. You'll have immediate access to our library of 125+ proven tax strategies. We recently timed how long it took to create a tax plan, and it took us 2 minutes and 46 seconds. How incredible is it that you can create tax plans in just 3 minutes!  

Our users typically charge between $4,800-$10,000 per tax plan, but it really depends on how large the plan is. The ROI Method of Pricing built into TaxPlanIQ helps you price your services based on the value you deliver, ensuring your clients see at least a 200% return on their investment. 

No! You can use TaxPlanIQ even if you haven’t yet done a tax plan before. We designed it for tax professionals, accountants and financial advisors who want to add tax planning to their services. Our software provides AI-powered guidance, done-for-you templates, and expert support to help you deliver professional tax planning services with confidence. Specifically, our Growth Plan will allow you to have our expert CPA review your tax plan before you show it to a client! 

Yes! All plans include custom white-labeled ROI summaries, presentations, and full tax planning reports. Your clients will receive professional, branded deliverables that showcase your firm’s expertise.

The Growth Plan includes everything you need to build a successful tax planning practice: premium support from tax planning experts, weekly training sessions, marketing and sales guidance, and implementation help. Plus, it comes with our 100% ROI Guarantee: if you follow our program and don't earn back your investment in the first year, you'll get an additional 12 months at half price. If you have ANY doubts about your current abilities to do tax planning, we recommend you invest in the Growth Plan to get all the support you need.

At TaxPlanIQ, we prioritize data security and implement comprehensive measures to ensure that our users' data remains safe and secure. Here's an overview of our security policies and protocols:

1. Certifications:

Our team is certified in ISO 27001 Information Security Management Systems, demonstrating our commitment to maintaining robust security controls.

We also have expertise in fraud examination (Certified Fraud Examiner by ACFE) and information security (Certified in Info Security by ISACA), ensuring that our security measures adhere to the highest standards.

2. Temporary Data Storage:

We store user data for the entire duration of service usage and for an additional 5 years thereafter, maintaining both access control and regular monitoring.

3. Dedicated Server and Data Protection:

Our server is exclusive to TaxPlanIQ and secured by a state-of-the-art firewall.

We perform automatic backups every 6 hours and retain encrypted daily backups in multiple locations.

Data is logically separated, allowing only authorized personnel to access it, ensuring privacy and security.

4. User Access Controls:

Users have complete control over data sharing within their accounts.

Our support team members, who have undergone background checks, may access data for specific purposes, such as technical support.

5. Encryption:

All communications within the TaxPlanIQ application are encrypted with 128-bit SSL, a standard comparable to that used by banks.

Data at rest is encrypted using AES 256-bit symmetric keys, and data transfers are secured via SSL.

6. Hosting and Physical Security:

TaxPlanIQ is hosted on AWS, a renowned platform with robust security and privacy features.

Our team takes additional measures within the AWS architecture to maintain a secure infrastructure. More details can be found at AWS Security.

7. GDPR/CCPA Compliance:

While not explicitly mentioned, our focus on data ownership, control, and encryption aligns with the principles of privacy regulations like GDPR and CCPA. Specific compliance measures can be detailed further as needed.

8. Continuous Security Evaluation:

We are committed to ongoing security evaluation and reinforcement, ensuring that our DataSec architecture adapts to new threats and challenges.

Our comprehensive approach to security reflects our dedication to providing an elite service that our users can trust. We understand the critical nature of the data we handle, and we've designed our security protocols to protect this data to the fullest extent possible.

For more info please visit: https://www.taxplaniq.com/security

We take security seriously. TaxPlanIQ uses bank-level encryption (128-bit SSL), maintains ISO 27001 certification, and follows strict data protection protocols. Your client data is backed up every 6 hours and stored securely on dedicated servers.

As a TaxPlanIQ subscriber, you will get notified about weekly tax planning labs that take place on Thursdays where we can walk you through a client scenario. If you need help implementing a plan, email us at support@taxplaniq.com.

Efficient Custom Tax Plan Creation

• Build tax plans in minutes, not hours: Our streamlined process ensures you spend less time on paperwork and more time advising clients.

• Leverage advanced tools: Utilize TaxPlanIQ to generate strategies quickly and accurately, tailoring them to meet specific client needs.

• Maximize revenue streams: By efficiently creating plans, you can unlock additional income opportunities, enhancing your service offerings.

• Access versatile tax strategies: Choose from a comprehensive library or add a custom strategy.

• Client-friendly reporting: Generate custom-branded detailed reports that clearly outline tax savings, making it easy for clients to understand the benefits.

• Expand advisory capabilities: Discover new ways to offer value to your clients, establishing yourself as a trusted expert in tax planning.

By integrating these efficient strategies, you’re not only saving time but also increasing the potential for client satisfaction and business growth. 

With the right tools, it’s a breeze. TaxPlanIQ allows you to generate a comprehensive tax plan a in minutes. This efficiency is achieved through an intuitive platform designed to streamline the process, ensuring that you spend less time on manual calculations and more on delivering value to your clients.

Key Features:

• Speed and Efficiency: Generate plans in minutes, optimizing your workflow.
• Educational Support: Benefit from CPE hours and hands-on labs to enhance your skills.
• Affordable Options: Choose from Growth plan, Standard plan or Basic plan to suit your needs.

By integrating these capabilities, TaxPlanIQ ensures that you are equipped not only with the tools to create effective tax plans swiftly but also with the knowledge and support to maximize their impact.

To truly excel in advising your clients and uncover more opportunities, consider these additional strategies:

Explore Diverse Advisory Channels

1. Stay Informed: Keep up-to-date with the latest industry trends and tools. Attending webinars or reading industry publications can provide fresh insights.

2. Networking: Connect with other professionals in your field. Sharing experiences and strategies can open up new avenues for client advisory.

3. Client Feedback: Regularly seek feedback from your clients to understand their evolving needs. This can reveal new areas where your advice could be beneficial.

4. Innovative Solutions: Experiment with new technologies and solutions that can enhance the value you offer. This could include software tools that streamline processes or new methodologies that improve outcomes.

Collaborative Opportunities

• Case Studies: Partner on case studies with other professionals to learn from real-world scenarios. This hands-on approach can illuminate new strategies and models for client engagement.

Professional Development

• Workshops and Labs: Participate in workshops and labs, like our tax planning labs, to refine your skills and gain practical insights. These are excellent platforms for discovering actionable strategies that you can implement with your clients.

By combining these comprehensive strategies with our dedicated services, you're equipped to offer unparalleled advice to your clients, ensuring their success and your growth.

If you have specific questions that need immediate attention, don't hesitate to speak directly with an advisory specialist. Call 888-564-3455 to connect with an expert who can provide the answers and support you need right away.

Whether you're looking to engage in detailed planning or need quick advice, we're here to support your journey.

TaxPlanIQ's commitment to excellence, focus on personalized coaching, affordability, and the revolutionary addition of jAIne ensures that we don't just compete with our competitors – we lead. Our offering is not merely about software but about empowering tax advisors to transform their practices, reach new heights, and deliver extraordinary value to their clients.

Unlock New Revenue Streams

• Access a Library of Tax Strategies: Equip yourself with a vast array of proven strategies designed to enhance your advisory services. This allows for quick implementation and effective solutions tailored to your clients' needs, fostering client satisfaction and loyalty.

• Create Custom Strategies: Develop personalized tax strategies that address specific client requirements. This customization not only enhances service quality but also justifies premium pricing, unlocking new revenue opportunities.

• Generate Client-Friendly Reports: Use our intuitive reporting tools to quantify tax savings and communicate clear value to your clients. Demonstrating tangible benefits strengthens client relationships and boosts retention rates.

• Expand Advisory Services: Discover innovative ways to advise clients, diversifying your service offerings and opening new income streams. This proactive approach helps attract new clients and broadens your market reach.

By integrating these features, TaxPlanIQ empowers you to not only lead in service excellence but also to maximize your revenue potential, ensuring a thriving practice and satisfied clientele.