TaxPlanIQ
Accounting - Southlake, Texas, United States
TaxPlanIQ Senior Management
TaxPlanIQ Details
A SaaS app allowing tax firms to quote, implement & follow up with clients & staff on the ROI in tax strategies whether you need tax worksheets, tax help, or just a little assistance. Developed by Jackie Meyer CPA & Qount.ioWhat does taxplaniq bring to the table? A huge reduction in:a) your calculation time and errors (didn't even know there were so many errors till taxplaniq!)b) time spent on repeatable educational content (Ie we update real-time latest q&a and CPE) and c) time spent reinventing the wheel on the firm and client tasks since we have checklists and to-do lists in the clients portald) third party fees as we have several referrals for cost seg, reasonable comp, deferred sales trust, r&d credit, etc that give hundreds off their services to our users only It should take about 15-30 minutes to produce an entire tax plan. WITH a huge increase in fees, but most importantly tax savings to the client, doing them an amazing service and allowing you as the tax professional to dedicate more time to things you adore. Grab a special extended trial offer today at taxplaniq.com
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