Tax Planning Software Pricing

Yes. Growth Plan subscribers get ongoing 1:1 office hours with Tax Planning Consultants, who review your tax plans and ensure best practices before you present to clients. All TaxPlanIQ subscribers can bring plans to our Weekly Group Tax Lab sessions for live review.

Use the ROI Method of Value Pricing built into TaxPlanIQ. It targets a 200%+ ROI for the client, which both justifies premium fees and solves the chronic underpricing problem in the accounting industry. You will be reviewing this concept during your implementation period.

Here's what users tell us sets TaxPlanIQ apart after switching from other tax planning software:

• Full feature parity (and more) at a flat low cost monthly rate, not per-household or per-client pricing

• Monthly software updates and continuously expanded strategy library (now 130+ strategies)

• Growth Plan also includes Projections, Scenario Modeling & Entity Comparison.

• Built specifically for small and medium firm owners; we do not build separate products for your clients. In fact, for our Certified Users, we actually send referrals to you.

• Growth Plan includes ongoing 1:1 office hours with TaxPlanIQ Concierge Consultants who review your plans before client delivery (no one else does this).

• jAIne, our AI tax planning assistant, on every plan

TaxPlanIQ exists to help small and medium firms grow revenue and profit through tax planning and advisory services.

Manual tax planning takes days and routinely misses valuable opportunities. No accountant can hold 130+ strategies in their head. TaxPlanIQ automates calculations, surfaces relevant strategies through jAIne, and produces a client-ready white-labeled ROI Summary, slide deck, and report. Days of work become extremely fast.

To accelerate your launch, every plan also includes a guided implementation over approximately 45 days with 7 live sessions led by a dedicated team, including time with a Training Specialist, Business Coach, and Tax Planning Consultant, plus ongoing support from our team.

Of course, you could create your first tax plan the day you sign up if you choose, with immediate access to 130+ proven tax strategies.

Our users typically charge $4,800 to $10,000+ per tax plan, depending on plan size and client complexity. The ROI Method of Value Pricing built into TaxPlanIQ helps you price based on the value you deliver, with a 200%+ client ROI as the target.

No. TaxPlanIQ helps identify relevant tax strategies based on client information and provides educational resources, implementation guidance, and prioritization tools to support your planning process. You don't need to memorize 130+ strategies—the platform helps streamline research and strategy evaluation.

Email Support@TaxPlanIQ.com. We add new strategies to the library regularly and welcome suggestions.

Yes. Every plan includes three custom white-labeled deliverables: the ROI Summary, the slide deck presentation, and the full tax planning report. Your clients receive branded, professional deliverables that showcase your firm's expertise.

The Growth Plan unlocks features no other plan includes:

• Projections, Scenario Modeling & Entity Comparison: project tax, run multiple scenarios, and compare entity structures side by side

• Ongoing 1:1 office hours with Tax Planning Consultants to review tax plans before you present

• 200+ marketing email templates designed to convert high-net-worth clients

• Up to 36 CPE credits per user per year

• Weekly Strategy Stack sessions with CPE

• First access to beta features

• 100% ROI Guarantee* for your first year

If you have any doubts about your readiness to deliver tax planning, the Growth Plan is the lowest-risk way to start.

Every plan includes:

• Guided implementation over approximately 45 days with 7 live sessions led by a Training Consultant, Business Coach, and a Tax Planning Consultant.

• Ongoing support from our team.

• Weekly Group Tax Lab sessions to refine tax strategies, review examples of drafted plans before presenting to clients, and review tax technical details together with a Tax Planning Consultant.

• Weekly Strategy Hour sessions with CPE to learn about a specific advanced tax strategy, the ideal client profile for the strategy, and how to implement the strategy from start to finish.

• Bi-Monthly Ask Me Anything sessions to get answers on anything related to tax advisory, TaxPlanIQ software, guidance on business-related questions, or advice on pricing or selling tax plans.

• Growth Plan members add: Ongoing 1:1 office hours with Tax Planning Consultants and Weekly Strategy Stack sessions with CPE.

After they pay a tax planning or implementation fee. Sending it before payment gives away the value you are pricing on.

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.

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.

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.

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

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.

Reach out to our Customer Service team at Support@Taxplaniq.com

Use the marginal tax rate for most projections, since strategies affect the next dollar of income, not the average. Use the effective rate only when you want an ultra-conservative client estimate.

Yes. Basic Plan includes 1 user. Standard Plan includes 2 users ($35 each additional). Growth Plan includes 5 users ($20 each additional). Per-user economics improve as you scale up your plan tier.

Bulk upload up to one hundred of your clients 1040s at a time with our automated 1040 uploader. The software will prioritize which clients can potentially save the most by surfacing relevant strategies from the 130+ strategy library.

You can generate the three white-labeled client deliverables: ROI Summary, slide deck, and tax planning report.

Need help? Bring the plan to a Weekly Group Tax Lab session or, on the Growth Plan, schedule 1:1 office hours with a Tax Planning Consultant.

On the Growth Plan, you can also run Projections, Scenario Modeling & Entity Comparison side by side.

Three things compound to make speed possible:

1. The Automated 1040 uploader extracts client data, eliminating manual data entry.

2. jAIne, our AI tax planning assistant, scans the 130+ strategy library and surfaces the strategies that fit the client.

3. White-labeled ROI Summary, slide deck, and tax planning report generate automatically once strategies are selected.

Four practical paths inside TaxPlanIQ:

1. Beyond uploading all of your 1040s into TaxPlanIQ, you can also use a feature we launched called Discovery, which helps you capture context a tax return might not show. It’s an advisor-facing AI chat that converts answers into strategy matches, expanding what the platform can recommend outside the return.

2. Attend Weekly Group Tax Lab sessions and Strategy Hour sessions to spot strategies you're not yet using.

3. On the Growth Plan, use Projections, Scenario Modeling & Entity Comparison to identify multi-year and entity-restructure opportunities most accountants miss.

4. Use the 200+ marketing email templates (Growth Plan) to convert high-net-worth prospects who are already in your list but not yet engaged for advisory work.

For quick questions, email us at support@TaxPlanIQ.com. For deeper case help, bring the scenario to a Weekly Group Tax Lab session. Growth Plan subscribers can also schedule 1:1 office hours with a Tax Planning Consultant.

Four concrete revenue moves:

1. Reprice using the ROI Method of Value Pricing built into TaxPlanIQ, targeting 200%+ client ROI. Most accountants charge a fraction of what their tax plans are worth.

2. Add custom strategies on top of the 130+ in the library to justify premium pricing for complex clients.

3. Convert existing 1040 clients into advisory engagements by running them through the Automated 1040 uploader and jAIne to surface untapped strategies.

4. On the Growth Plan, use the 200+ HNW marketing email templates to bring in higher-fee clients.