TaxPlanIQ
TaxPlanIQ is web-based tax planning software for accounting firms, financial advisors, RIAs, and CFPs.
What TaxPlanIQ is
TaxPlanIQ is web-based tax planning software for accounting firms, financial advisors, RIAs, and CFPs. It can batch process up to 100 Forms 1040, identify possible savings, prioritize clients, and recommend strategies from a library of more than 130 options. The jAIne conversational assistant explains strategies in plain English and provides real-time guidance. Firms can create custom-branded presentations and detailed ROI reports for clients. TaxPlanIQ Projections accepts a prior-year Form 1040 from any tax preparation software and provides scenario modeling, entity comparisons, Roth conversion analysis, IRMAA calculations, Social Security taxability, and safe harbor tracking. Basic costs 397.00 USD for one user and 12 plans yearly; Standard is 697.00 USD for two users with unlimited plans; Growth is 997.00 USD for five users with unlimited plans. Uploaded files are encrypted and retained up to seven days for support, but the company says it does not follow specific standards such as SOC 2 or ISO 27001.
Good
- Processes batches of up to 100 Forms 1040
- Includes more than 130 tax strategies
- Provides scenario and entity analysis
- Generates branded presentations and ROI reports
- Offers unlimited plans on Standard and Growth
Watch out
- No free plan
- Basic is limited to 12 plans yearly
- Growth costs $997 a month
- Specific SOC 2 or ISO 27001 compliance is absent
Who it suits
TaxPlanIQ suits accounting and financial advisory firms building client tax plans. It is useful for teams combining projections, strategy recommendations, and branded client deliverables.
Verdict
TaxPlanIQ combines tax-plan production, strategy guidance, projections, and client-facing reporting in a web platform. Its tier limits, monthly costs, and stated security-standard gap should guide firm selection.
Plans and prices
From TaxPlanIQ's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | $397 a month | 12 tax plans a year · 1 user · Tax projections, scenario modeling, entity comparison, jAIne AI assistant, and Interactive Discovery not available · Starting at $397 per month |
| Standard | $697 a month | Unlimited tax plans · 2 users · Tax projections, scenario modeling, and entity comparison not available · Starting at $697 per month |
| Growth | $997 a month | Unlimited tax plans · 5 users · Tax projections, scenario modeling, entity comparison · 100% ROI guarantee · Starting at $997 per month |
The facts
Each one read from TaxPlanIQ's own pages, with the date it was checked.
What it does
- AI assistant
- jAIne is a conversational assistant that explains tax strategies in plain English and provides real-time answers and step-by-step guidance.checked 3 Oct 2026
- Client deliverables
- The platform generates custom-branded presentations and detailed ROI reports for clients.checked 3 Oct 2026
- Compliance
- TaxPlanIQ says it does not currently follow specific third-party security standards such as SOC 2 or ISO 27001.checked 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.checked 3 Oct 2026
- Intended users
- The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.checked 3 Oct 2026
- Pricing limit
- Basic is capped at 12 tax plans per year, while Standard and Growth list unlimited tax plans.checked 3 Oct 2026
- Projection tools
- TaxPlanIQ Projections includes scenario modeling, entity comparison, Roth conversion analysis, IRMAA calculations, Social Security taxability, and safe harbor tracking.checked 3 Oct 2026
- Purpose
- TaxPlanIQ provides tax planning software for accounting firms to build client tax plans and advisory services.checked 3 Oct 2026
- Return analysis
- The product can batch process up to 100 Forms 1040, identify potential savings, prioritize clients, and recommend strategies.checked 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.checked 3 Oct 2026
- Strategy library
- The software includes more than 130 tax strategies and preferred implementation partners for complex strategies.checked 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.checked 3 Oct 2026
The company
- Company history
- TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms.checked 3 Oct 2026
- Founded
- 2020checked 28 Sep 2026
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