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TaxPlanIQ
taxplaniq.com
Spec sheet
- Purpose
- TaxPlanIQ provides tax planning software for accounting firms to build client tax plans and advisory services.Read 3 Oct 2026 · taxplaniq.com
- Intended users
- The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.Read 3 Oct 2026 · taxplaniq.com
- Integrations
- TaxPlanIQ Projections says it can upload a prior-year Form 1040 from any tax preparation software; the page does not name specific integrations.Read 3 Oct 2026 · taxplaniq.com
- Security
- Uploaded files are encrypted and retained for up to seven days for support purposes, and sensitive form data is redacted when files are accessed in the software.Read 3 Oct 2026 · taxplaniq.com
- Compliance
- TaxPlanIQ says it does not currently follow specific third-party security standards such as SOC 2 or ISO 27001.Read 3 Oct 2026 · taxplaniq.com
- Support
- The pricing page lists support by chat, email, and phone; the contact page gives phone hours as Monday through Friday, 8 a.m. to 5 p.m. CST.Read 3 Oct 2026 · taxplaniq.com
- Founded
- 2020Read 28 Sep 2026 · taxplaniq.com
- AI assistant
- jAIne is a conversational assistant that explains tax strategies in plain English and provides real-time answers and step-by-step guidance.Read 3 Oct 2026 · taxplaniq.com
- Client deliverables
- The platform generates custom-branded presentations and detailed ROI reports for clients.Read 3 Oct 2026 · taxplaniq.com
- Company history
- TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms.Read 3 Oct 2026 · taxplaniq.com
- Pricing limit
- Basic is capped at 12 tax plans per year, while Standard and Growth list unlimited tax plans.Read 3 Oct 2026 · taxplaniq.com
- Projection tools
- TaxPlanIQ Projections includes scenario modeling, entity comparison, Roth conversion analysis, IRMAA calculations, Social Security taxability, and safe harbor tracking.Read 3 Oct 2026 · taxplaniq.com
- Return analysis
- The product can batch process up to 100 Forms 1040, identify potential savings, prioritize clients, and recommend strategies.Read 3 Oct 2026 · taxplaniq.com
- Strategy library
- The software includes more than 130 tax strategies and preferred implementation partners for complex strategies.Read 3 Oct 2026 · taxplaniq.com
Plans and prices
Basic $397 a month Starting at $397 per month 12 tax plans a year · 1 user · Tax projections, scenario modeling, entity comparison, jAIne AI assistant, and Interactive Discovery not available Read 3 Oct 2026 · taxplaniq.com
Standard $697 a month Starting at $697 per month Unlimited tax plans · 2 users · Tax projections, scenario modeling, and entity comparison not available Read 3 Oct 2026 · taxplaniq.com
Growth $997 a month Starting at $997 per month Unlimited tax plans · 5 users · Tax projections, scenario modeling, entity comparison · 100% ROI guarantee Read 3 Oct 2026 · taxplaniq.com
Where Specifiction places it
- Tax Planning Software#21 of 277.1
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