Getting Started

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

• Discovery User Guide
• Do You Have E Books I Can Use to Strengthen My Tax Planning Process?
• How do I Bulk Upload multiple 1040s? The TaxPlanIQ Bulk Upload Guide
• How do I Publish and Unpublish Tax plans?
• What are the Client Portal features in TaxPlanIQ?
• How do I access the Tax Strategies library?
• Onboarding User Guide and Video Walkthrough
• What is the ROI Pricing Method for Tax Planning?
• Which Strategies are Suggested in RAP in TaxPlanIQ?
• How do I Sell Tax Planning Packages?
• How do I Jumpstart my Tax Planning Journey? The 10-Day Challenge (Fall 2025)