At TaxPlanIQ, we are committed to continuously improving our tax planning software to better serve our users. This month, we're excited to introduce key feature updates and enhancements designed to streamline your experience and maximize efficiency.
Major Enhancements
- Web and Word versions of the tax plan report now have a similar and enhanced look and feel.
- All Tax Strategies updated and ready for use in 2025 tax planning
- Improvement of the Life Insurance Retirement Plan (LIRP) tax strategy
- Support for the following new tax strategies:
- Tax-Exempt Interest
- Tax-Free Capital Gain Harvesting
Minor Enhancements
These enhancements represent our ongoing commitment to delivering a comprehensive, user-friendly tax planning software. We're dedicated to providing tools and features that empower users to navigate the complexities of tax planning with confidence and ease. Stay tuned for more updates as we continue to evolve and improve our software to meet your needs effectively.
- Reorganized slides in the tax plan Presentation tab
- Improvements to reading 1040-SR forms
- jAIne large language model (LLM) improvements
- Multiple updates across all areas of the software to improve functionality and speed.
Upcoming Enhancements in April
- Automatic redaction of uploaded tax forms in the RAP process
- New Client Portal UX
These enhancements represent our ongoing commitment to delivering a comprehensive, user-friendly tax planning software. We're dedicated to providing tools and features that empower users to navigate the complexities of tax planning with confidence and ease. Stay tuned for more updates as we continue to evolve and improve our software to meet your needs effectively.