TaxPlanIQ

About

TaxPlanIQ is ranked #15 of 28 in tax planning software on Inferse. It runs on Web. There is no free plan. Paid plans start at $397/mo.

Compared on tax planning software

Free plan

Notaxplaniq.com

Paid from

$397/motaxplaniq.com

Scenario modeling

Yestaxplaniq.com

Multi-year projection

Yestaxplaniq.com

Retirement income modeling

Yestaxplaniq.com

Data import

Yestaxplaniq.com

Client collaboration

Yestaxplaniq.com

Facts

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

Strategy library

The software includes more than 130 tax strategies and preferred implementation partners for complex strategies.taxplaniq.com · 3 Oct 2026

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

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

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

Pricing limit

Basic is capped at 12 tax plans per year, while Standard and Growth list unlimited tax plans.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

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

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

Intended users

The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.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

Company

Founded

2020taxplaniq.com · 28 Sept 2026

Where it ranks on Inferse

• Best Tax Planning Software in 2026#15 of 28

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