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Discovery User Guide

Learn how to use TaxPlanIQ's Discovery Tool. We guide you through every step of discovering potential savings.

Discovery is a new AI-powered step in the TaxPlanIQ RAP (Read, Analyze, Propose) workflow. After uploading a client's 1040, you can launch an interactive chat conversation — powered by jAIne — that asks targeted questions about the client's financial situation, business structure, and family circumstances. Discovery combines your answers with the data already extracted from the 1040 to unlock a broader, more accurate set of tax strategy suggestions.

Here is the complete Discovery User Guide, a step-by-step resource to help you identify additional savings opportunities for your client.

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