Bloomberg Tax vs TaxPlanIQ
Bloomberg Tax
pro.bloombergtax.com
TaxPlanIQ
taxplaniq.comSide by side
| Figure | Bloomberg Tax | TaxPlanIQ |
|---|---|---|
| Price from | — | $397/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| API | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Tax Planning Software | 8.3 (#2) | 7.1 (#21) |
| Founded | 1929 | 2020 |
| Integrations | Workpapers integrates with Bloomberg Tax Provision, Fixed Assets, and Research, and supports exporting to Excel. | TaxPlanIQ Projections says it can upload a prior-year Form 1040 from any tax preparation software; the page does not name specific integrations. |
| Intended users | The site describes its tools for tax professionals, corporate teams, accounting firms, government, and advisory firms. | The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs. |
| Support | Software support is offered Monday through Friday by phone and product-specific email, while Research support includes regional phone numbers and [email protected]. | 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. |
Plans
Bloomberg Tax
- Bloomberg Tax productsPriced on request
- Bloomberg Tax suitePriced on request
In their own words
Bloomberg Tax
Bloomberg Tax is a web-based suite of tax research and software tools for tax professionals, corporate teams, accounting firms, government, and advisory firms. Its products include Provision, Workpapers, Fixed Assets, Research, and other tax tools. Bloomberg Tax Research brings together tax news, expert analysis, and primary-source links, with updates across federal, state, and international tax topics. Bloomberg Tax Answers generates AI responses from Bloomberg Tax content and links to referenced material. Workpapers can automate roll forwards, transform data, track cell-level changes, and support sign-off through multilevel approvals. It integrates with Provision, Fixed Assets, and Research, supports Excel exports, and can pull and transform ERP and general ledger data through secure file transfer protocols. Fixed Assets is a cloud-based subledger that calculates depreciation using current tax laws. Bloomberg Tax advertises 24/7 help desk support and implementation and integration help through certified partners and its professional services team. Pricing is on request: prospective customers are directed to contact sales for selected products.