TaxPlanIQ

Name: TaxPlanIQ
Price: 397 USD

Web · paid plans from $397/mo

Visit site Alternatives

Freedom report

One barScore 5.0

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

TaxPlanIQ is ranked #23 of 28 in tax planning software on Freedom251. It runs on Web. There is no free plan. Paid plans start at $397/mo.

TaxPlanIQ plans and pricing

All plans

Basic $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: No
Paid from: $397/mo
Scenario modeling: Yes
Multi-year projection: Yes
Retirement income modeling: Yes
Data import: Yes
Client collaboration: Yes

Best TaxPlanIQ alternatives

See all 20

Two bars Taxottic Free tier No. 1$4.08/mo6.6 One bar Catalyst Tax Insights Free tier No. 2$4.08/mo6.4 One bar Dhanlytics Free tier No. 3Free6.4 One bar TaxMoov Free tier No. 4Free6.4 One bar Instead Free tier No. 5Free6.3 No signal BNA Income Tax Planner Paid plans No. 6—5.5

The record

Purpose: TaxPlanIQ provides tax planning software for accounting firms to build client tax plans and advisory services.
Return analysis: The product can batch process up to 100 Forms 1040, identify potential savings, prioritize clients, and recommend strategies.
Strategy library: The software includes more than 130 tax strategies and preferred implementation partners for complex strategies.
AI assistant: jAIne is a conversational assistant that explains tax strategies in plain English and provides real-time answers and step-by-step guidance.
Client deliverables: The platform generates custom-branded presentations and detailed ROI reports for clients.
Integrations: TaxPlanIQ Projections says it can upload a prior-year Form 1040 from any tax preparation software; the page does not name specific integrations.
Projection tools: TaxPlanIQ Projections includes scenario modeling, entity comparison, Roth conversion analysis, IRMAA calculations, Social Security taxability, and safe harbor tracking.
Pricing limit: Basic is capped at 12 tax plans per year, while Standard and Growth list unlimited tax plans.
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.
Compliance: TaxPlanIQ says it does not currently follow specific third-party security standards such as SOC 2 or ISO 27001.
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.
Intended users: The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.
Company history: TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms.
Founded: 2020
Price from: $397/mo

Where it ranks on Freedom251

Best Tax Planning Software in 2026#23 of 28

Is TaxPlanIQ yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote TaxPlanIQ

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