Getting Started

Learn about setting up your TaxPlanIQ™ instance, creating a plan, Basic How To's, and more.

• How to create a new client
• Implementation of Tax Report and Tasks in TaxPlanIQ
• Phase II/Annual Strategy Meeting/TaxPlanIQ Events for Support
• The ROI Report & presentation
• Onboarding User Guide and Video Walkthrough
• The ROI Pricing Method for Tax Planning
• RAP Suggested Strategies in TaxPlanIQ
• How to Sell Tax Planning Packages