TaxPlanIQ
No phone app
6.5No. 10 of 23
in Tax Planning Software
in Tax Planning Software
- Recognised40% of the score61
- Phone app26% of the score0
- Documented20% of the score96
- Free plan14% of the score0
- Free plan
- No
- Paid plans from
- $397/mo
- Runs on
- Web
Summary
TaxPlanIQ is ranked #10 of 23 in tax planning software on Samsung Mobile US Press. It runs on Web. There is no free plan. Paid plans start at $397/mo.
TaxPlanIQ plans and pricing
All plansBasic $397/mo 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 taxplaniq.com · 3 Oct 2026
Standard $697/mo Starting at $697 per month Unlimited tax plans · 2 users · Tax projections, scenario modeling, and entity comparison not available taxplaniq.com · 3 Oct 2026
Growth $997/mo Starting at $997 per month Unlimited tax plans · 5 users · Tax projections, scenario modeling, entity comparison · 100% ROI guarantee taxplaniq.com · 3 Oct 2026
Compared on tax planning software
- Free plan
- Notaxplaniq.com
- Paid from
- $397/motaxplaniq.com
- Scenario modeling
- Yestaxplaniq.com
- Multi-year projection
- Yestaxplaniq.com
- Retirement income modeling
- Yestaxplaniq.com
- Data import
- Yestaxplaniq.com
- Client collaboration
- Yestaxplaniq.com
Facts
- Purpose
- TaxPlanIQ provides tax planning software for accounting firms to build client tax plans and advisory services.taxplaniq.com · 3 Oct 2026
- Return analysis
- The product can batch process up to 100 Forms 1040, identify potential savings, prioritize clients, and recommend strategies.taxplaniq.com · 3 Oct 2026
- Strategy library
- The software includes more than 130 tax strategies and preferred implementation partners for complex strategies.taxplaniq.com · 3 Oct 2026
- AI assistant
- jAIne is a conversational assistant that explains tax strategies in plain English and provides real-time answers and step-by-step guidance.taxplaniq.com · 3 Oct 2026
- Client deliverables
- The platform generates custom-branded presentations and detailed ROI reports for clients.taxplaniq.com · 3 Oct 2026
- Integrations
- TaxPlanIQ Projections says it can upload a prior-year Form 1040 from any tax preparation software; the page does not name specific integrations.taxplaniq.com · 3 Oct 2026
- Projection tools
- TaxPlanIQ Projections includes scenario modeling, entity comparison, Roth conversion analysis, IRMAA calculations, Social Security taxability, and safe harbor tracking.taxplaniq.com · 3 Oct 2026
- Pricing limit
- Basic is capped at 12 tax plans per year, while Standard and Growth list unlimited tax plans.taxplaniq.com · 3 Oct 2026
- 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.taxplaniq.com · 3 Oct 2026
- Compliance
- TaxPlanIQ says it does not currently follow specific third-party security standards such as SOC 2 or ISO 27001.taxplaniq.com · 3 Oct 2026
- 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.taxplaniq.com · 3 Oct 2026
- Intended users
- The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.taxplaniq.com · 3 Oct 2026
- Company history
- TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms.taxplaniq.com · 3 Oct 2026
Company
- Founded
- 2020taxplaniq.com · 28 Sept 2026
Best TaxPlanIQ alternatives
See all 12
Where it ranks on Samsung Mobile US Press
- Best Tax Planning Software in 2026#10 of 23
Is TaxPlanIQ yours?
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Sources
- taxplaniq.com· checked 3 Oct 2026
- taxplaniq.com/features· checked 3 Oct 2026
- taxplaniq.com/projections· checked 3 Oct 2026
- taxplaniq.com/pricing· checked 3 Oct 2026
- taxplaniq.com/security· checked 3 Oct 2026
- taxplaniq.com/about· checked 3 Oct 2026