TaxPlanIQ offers a cloud‑based tax planning platform for accounting firms that automates the analysis of up to 100 client Form 1040 returns at once.
Funding
Funding not disclosed
Founders
Product
Problem
Accounting firms often spend days manually analyzing client tax returns, missing potential savings and struggling to price tax planning services effectively. The process is time‑intensive, requires deep expertise, and lacks scalable tools to identify high‑value opportunities across multiple clients.
Solution
TaxPlanIQ provides a cloud‑based platform that automates tax planning for accounting firms. Users can upload up to 100 Form 1040 returns, and the AI engine scans each return to surface savings opportunities and rank clients by potential value. The built‑in conversational assistant, jAIne, offers real‑time guidance and step‑by‑step instructions while the user creates a plan. The software generates custom‑branded reports, ROI summaries, and presentation decks in minutes, and includes a proprietary ROI Method that suggests pricing based on the identified savings and a CURB framework. A 100 % money‑back guarantee and subscription‑based Growth Plan give firms confidence to adopt the solution even without prior tax‑planning experience.
Target Audience
TaxPlanIQ targets small to medium‑size accounting firms, CPAs, and financial advisory practices that want to add high‑margin tax‑planning services without extensive manual effort.
Features
- Batch upload and AI analysis of up to 100 Form 1040s, delivering instant strategy recommendations and client prioritization
- jAIne conversational AI assistant that explains tax strategies in plain language and answers complex planning questions in real time
- Automated generation of custom‑branded tax plan reports, ROI summaries, and presentation decks
- Proprietary ROI Method of Value Pricing™ that suggests fees based on projected client savings and the CURB (complexity, urgency, risk, benefit) framework
- Library of 125+ vetted tax strategies with preferred implementation partners for quick deployment
- Automatic redaction of sensitive data and end‑to‑end encryption (128‑bit SSL, AES‑256) to ensure client privacy and compliance
- Integrated marketing system with email templates and a 20‑page implementation guide to help firms acquire and upsell tax‑planning clients
- Access to weekly 1:1 consultations with credentialed tax professionals and up to 36 CPE credits per year