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TaxPlanIQ
Tax planning platform for accounting firms that turns uploaded 1040s into strategy plans, projections and branded client proposals.
| What the AI does | jAIne AI tax planning assistant; AI analysis of bulk-uploaded 1040s that flags savings strategies; AI-written projection report narratives |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Bookkeeping practices, Tax offices |
| Starting price | $397/mo |
| Pricing model | Per month flat |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Tax Planning & Projection AI |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TaxPlanIQ is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices and tax offices on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end.
What it costs
TaxPlanIQ starts at $397/mo, per month flat. Ask the vendor about a trial when you reach out.
Good to know
TaxPlanIQ turns uploaded 1040s — up to a hundred at a time — into strategy plans, white-labeled ROI summaries and client proposals, drawing on 130-plus strategies. Basic starts at $397/mo for one user and 12 plans a year; Standard at $697 adds unlimited plans, the jAIne assistant and Interactive Discovery; Growth at $997, the tier the vendor marks as most chosen, adds projections, scenario modeling, S-corp entity comparison and a first-year ROI guarantee. Every plan comes with Strategy Hour and Tax Lab sessions and up to 50 CPE credits per user. The projections module is also sold as an add-on to the lower tiers.
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