TaxPlanIQ

6.2easy start · #15 of 28
in Tax Planning Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $397/mo.

TaxPlanIQ is ranked #15 of 28 in tax planning software on The Geeks Club. 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

Catalyst Tax Insights 0 of 4 in the starter kit Lesson 17.6 Instead 0 of 4 in the starter kit Lesson 27.5 Taxottic 0 of 4 in the starter kit Lesson 37.3 CFS TaxTools 0 of 4 in the starter kit Lesson 47.1 Optiml 0 of 4 in the starter kit Lesson 57.1 Dhanlytics 0 of 4 in the starter kit Lesson 67.0

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 The Geeks Club

Best Tax Planning Software in 2026#15 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