Happy Holidays from TaxPlanIQ!
Dear Valued Subscribers,
As the festive season twinkles around us, we at TaxPlanIQ want to extend our warmest and most heartfelt holiday greetings to you. In the glow of this special time of year, we take a moment to reflect on the incredible journey we've shared and to express our deepest gratitude for your unwavering support and trust.
Each day, you inspire us with your passion for the profession and your relentless pursuit of precision and strategic insight. It's your tireless work and innovative spirit that fuel our mission to enhance and simplify the complexities of tax planning!
May this holiday season sparkle with moments of love, laughter, and goodwill. And may the year ahead be full of contentment and joy. From all of us at TaxPlanIQ, Happy Holidays!
Warmest wishes
The TaxPlanIQ Team 🌟🎄✨
OCR is HERE!
Introducing Our Advanced OCR Feature for Tax Returns
We're excited to announce our transformative update to TaxPlanIQ: Optical Character Recognition (OCR) for tax returns has arrived! Our latest feature aims to revolutionize the way you handle tax documents. With OCR technology, you can now seamlessly convert scanned tax returns into editable and searchable data. Gone are the days of manually inputting data from paper documents or images. With this enhancement, you'll experience a smoother, more efficient workflow, saving you invaluable time and minimizing potential errors. Get ready to elevate your tax planning process with the power of OCR. For more information on how this feature can elevate your tax planning, read our latest blog article. For a how-to tutorial, visit our FAQ section and read our OCR Recognition and Tax Strategy Suggestion article.
Community Events
Your development means the world to us. At TaxPlanIQ, we're eager to present another round of events curated to enhance your individual pursuits and business trajectory. To join us, just follow the registration link beneath each event title
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December 20th, 1 pm CST - TaxPlanIQ Tax Lab
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Register HERE.
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December 20th, 2 pm CST - TaxPlanIQ Power Hour: Structured Ownership Plan with Michael Simms
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Register HERE.
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Still haven't attended a Power Hour?
Now is the PERFECT time to jump in!
This month, TaxPlanIQ is featuring the Structured Ownership Plan with Michael Simms, Founder and President of Veracity Advisers!
Mark your calendars for the "TaxPlanIQ Power Hour" on December 20, 2023, at 02:00 PM CST.
Veracity Advisers
Veracity Advisers is a client-centric financial services firm dedicated to offering personalized and efficient financial guidance. As an independent advisor, they provide unbiased, tailored advice to clients with complex financial needs, particularly those nearing retirement. Their approach is rooted in a deep, personal relationship with clients, ensuring transparency, understanding, and trust. Veracity's unique strategy involves educating clients and empowering them to make informed decisions, supported by a nationwide network of specialists. Their comprehensive services include estate planning, business sales, and intergenerational wealth transfer, always acting in the best interests of their clients as fiduciaries. Veracity stands out for its commitment to honesty and transparency, working closely with clients' existing financial teams to create holistic, personalized strategies.
Making a Difference: Our Commitment to Giving Back
At TaxPlanIQ, we believe in the power of community and the impact of giving. Our commitment to making a difference extends beyond our business services; it reaches into the heart of communities in need. This is why we are proud to support organizations that embody hope and provide essential aid to those facing life's toughest challenges.
This month, we had the honor of contributing $10,000 to the Gregg Pearson Foundation, an incredible organization dedicated to offering financial, spiritual, and emotional support to families and individuals grappling with cancer and other acute illnesses. The Foundation's mission resonates deeply with our values, emphasizing compassion, support, and a relentless commitment to helping others in their time of need.
We are moved by the Foundation's dedication to bringing light during dark times, and we are committed to continuing our support for such vital causes. Together, we can create a profound impact on the lives of those around us. Thank you for being a part of our journey and for supporting us in our mission to contribute positively to our community and beyond!
TaxPlanIQ at the Digital CPA Conference in Las Vegas, NV!
We are delighted to share that Jackie Meyer, our fearless founder, recently attended the renowned Digital CPA Conference. This event, a pivotal gathering for over a decade, has been instrumental in shaping the future of the accounting profession, with a special emphasis on client advisory services (CAS).
The conference took place in the dynamic city of Las Vegas, and was also accessible live online, showcasing its commitment to accessibility and embracing modern technology. Jackie’s attendance ensured that our firm continues to lead at the forefront of the accounting profession.
Over 40 insightful sessions were featured at the Digital CPA Conference, offering a deep dive into the latest advancements in accounting technology, innovative strategies for client services, and unparalleled networking opportunities with industry leaders and peers. It was an ideal platform for sparking ideas and discussions set to influence the future trajectory of our industry.
Jackie’s participation in this event was not just about personal growth; it was a strategic move to bring back invaluable insights and practices that will enrich our team and clientele. The conference was in perfect alignment with our mission to stay ahead in the ever-evolving world of accounting, ensuring that we continue to offer top-tier services in client advisory and other areas.
We look forward to implementing the knowledge and strategies acquired from the Digital CPA Conference to further enhance the services we provide to our clients.
Exciting Enhancements to Our Tax Planning Software This Month!
We're excited to announce these recent enhancements to our tax planning software, ensuring you enjoy an even smoother tax planning journey:
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Interface Update for JAIne: We've switched JAIne to use numerical points for better clarity and structure in our conversations.
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OCR Scan Notification: Subscribers will now receive notifications when the OCR (Optical Character Recognition) scan is completed.
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Strategy Suggestions in Chat: JAIne chat interface now directly shows tax strategy suggestions for streamlined access.
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Enhanced Tax Strategy Details: Each suggested tax strategy will include its source and reference for deeper understanding and verification.
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Tax Strategy Mapping Algorithm: Utilizing the 1040 mapping sheet, our new algorithm suggests the most relevant tax strategies to users.
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Key Financial Highlights: Important dollar amounts are now prominently displayed in the suggested tax strategies for easy reference.
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Personalized Strategy Presentation: Before presenting a tax strategy, JAIne will display the user's first name and plan name for a personalized touch.
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Chat History Feature: Discuss and review the generated tax strategies with the new chat history feature.
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OCR Templates for Draft Files: We've added OCR templates to better handle and process draft files.
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Updated JAIne Welcome Message: We've refreshed the wording in JAIne's welcome message for a better initial experience.
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Easy Access to Zoom Labs: Simply type "Lab" in the chat, and JAIne will provide a Zoom link for instant access to our Tax Labs.
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Auto Email Feature for Partner Requests: When a user inputs "Partner:" along with their details, an automatic email is sent to our support team for prompt assistance.
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Updated Information Cross-Check Message: We've revised our message to provide clearer options for assistance from our team, either by partnering on a plan or attending a weekly Tax Lab.
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Questionnaire Link Generation: Subscribers can now generate links to complete questionnaires on behalf of their clients.
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Export Options for Questionnaires: Enhanced functionality to export questionnaires to Word or Excel formats for versatile use.
Stay tuned for more updates as we continue to improve our platform for your benefit!
🚀Join the Buzz on Our Social Media Channels!💬
Are you sharing more than just work papers and tax returns with your clients or their new accountants? A lively discussion is unfolding on our Facebook page where a fellow tax professional has sparked intrigue: Should we provide backups of tax program files to clients' new accountants and tax preparers? This question has ignited a range of opinions and practices from our community. Click below to dive into this intriguing conversation and share your own insights. Join us now and let your voice be heard!