TaxPlanIQ
Multi-year tax projections, entity optimization, CPA collaboration tools.
Overview
Tax planning software for advisors with multi-year projections, entity optimization, state tax analysis, and client presentation tools. Focus on CPA-advisor collaboration.
Key Features
- Multi-year projections
- Entity structure optimization
- State tax analysis
- CPA collaboration portal
- Client-ready reports
- Scenario comparison
Integrations
eMoneyMoneyGuideProRightCapitalQuickBooksXero
Details
- Platforms
- Web
- Target Users
- Tax Advisors, CPAs, RIAs, Family Offices
- Pricing Model
- Subscription
- Starting Price
- USD 149/mo
- Full Pricing Details
- From $149/mo per advisor