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On the recordRead 3 Oct 202614 facts
TaxPlanIQ
Plans and prices
Basic
$397a 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
$697a month
Unlimited tax plans · 2 users · Tax projections, scenario modeling, and entity comparison not available
Read 3 Oct 2026 · taxplaniq.com
Growth
$997a month
Unlimited tax plans · 5 users · Tax projections, scenario modeling, entity comparison · 100% ROI guarantee
Read 3 Oct 2026 · taxplaniq.com
On the record
- 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 · read 3 Oct 2026
- Client deliverables
- The platform generates custom-branded presentations and detailed ROI reports for clients.taxplaniq.com · read 3 Oct 2026
- Company history
- TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms.taxplaniq.com · read 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 · read 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 · read 3 Oct 2026
- Intended users
- The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.taxplaniq.com · read 3 Oct 2026
- Pricing limit
- Basic is capped at 12 tax plans per year, while Standard and Growth list unlimited tax plans.taxplaniq.com · read 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 · read 3 Oct 2026
- Purpose
- TaxPlanIQ provides tax planning software for accounting firms to build client tax plans and advisory services.taxplaniq.com · read 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 · read 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 · read 3 Oct 2026
- Strategy library
- The software includes more than 130 tax strategies and preferred implementation partners for complex strategies.taxplaniq.com · read 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 · read 3 Oct 2026
