Freedom251 › Tax Planning Software
TaxPlanIQ
What TaxPlanIQ is
TaxPlanIQ is web-based tax planning software for accounting firms and other financial professionals building client plans and advisory services. It can batch process up to 100 Forms 1040, identify possible savings, prioritize clients, and recommend strategies. The strategy library contains more than 130 tax strategies and preferred implementation partners for complex work. Its jAIne conversational assistant explains strategies in plain English and gives real-time, step-by-step 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 includes scenario modeling, entity comparison, Roth conversion analysis, IRMAA calculations, Social Security taxability, and safe harbor tracking. The platform also supports multi-year projections, retirement income modeling, data import, and client collaboration. Basic starts at $397 a month for one user and 12 tax plans annually. Standard is $697 a month for two users and unlimited plans. Growth is $997 a month for five users and unlimited plans. Uploaded files are encrypted, retained up to seven days for support, and sensitive form data is redacted when accessed.
Who it suits
TaxPlanIQ is designed for tax and accounting firms, financial advisors, RIAs, and CFPs. It suits practices that prepare client plans, projections, and advisory deliverables.
What it does well
- Processes batches of up to 100 Forms 1040
- Library has more than 130 strategies
- Conversational jAIne assistant
- Custom-branded client presentations
- Scenario and retirement-income modeling
What to know first
- No free plan
- Basic allows 12 tax plans yearly
- User counts vary by plan
- Company says it lacks SOC 2 and ISO 27001
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | 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 | $397 a month |
| Standard | Starting at $697 per month · Unlimited tax plans · 2 users · Tax projections, scenario modeling, and entity comparison not available | $697 a month |
| Growth | Starting at $997 per month · Unlimited tax plans · 5 users · Tax projections, scenario modeling, entity comparison · 100% ROI guarantee | $997 a month |
As taxplaniq.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Verdict
TaxPlanIQ combines return analysis, strategy guidance, projections, and client presentation tools.
Facts from TaxPlanIQ's own pages
- 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
- Company history
- TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms. · 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
- Founded
- 2020 · taxplaniq.com, 28 Sept 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
- Intended users
- The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs. · 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
- 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
- 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
- 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
- Strategy library
- The software includes more than 130 tax strategies and preferred implementation partners for complex strategies. · 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
Where TaxPlanIQ stands on Freedom251
- Tax Planning Software#22 of 27