November 2023 Newsletter Archive

 

Dear valued subscribers, your voice matters to us! 

Every piece of feedback, whether it's praise, critique, or a suggestion, is a step toward crafting a better and more efficient TaxPlanIQ for everyone. The more insights we gather from you, the more refined our software becomes. Love a feature? Let us know! Think something could be improved? We're all ears. Have a suggestion for something new? We're eager to hear it. Unsure of how to share? It's simple! Our virtual chatbot, jAIne, is here to assist. Just tell jAIne you have feedback about TaxPlanIQ, share your thoughts, and rest assured, it'll be directed to the right team. Together, let's make TaxPlanIQ the best it can be! 🚀

Coming Soon!

Introducing Our Advanced OCR Feature for Tax Returns

 

We're excited to unveil a transformative update to TaxPlanIQ: Optical Character Recognition (OCR) for tax returns, coming soon! 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. Stay tuned for its official release!

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!

• NOVEMBER 6th - 10 Days to Closing a Tax Plan Challenge Live
  • Register HERE.

• NOVEMBER 13th, 2pm CST - TaxPlanIQ Power Hour: Solar Investment Tax Credits with Jeff Love of Valur
  • Register HERE.

• NOVEMBER 20th, 11am CST - AI Unleashed Webinar
  • Register HERE.
    
    
• NOVEMBER 27th, 9am CST - The ROI Method of Tax Advisory Services Webinar 
  • Register HERE.

• November 30th,  2:00 pm CST - TaxPlanIQ Power Hour: Fee Simple with Chase Ravsten of Vistia Capital
  • Register HERE.

TaxPlanIQ is Going Places!

We're thrilled to announce that our very own Brandon Curry will be representing TaxPlanIQ as a distinguished speaker at the upcoming "Black CS Success Summit" in Chicago!

Our pride knows no bounds, and we're confident that he will deliver an insightful and impactful presentation.

• The summit is a phenomenal 2-day event tailored to empower and inspire Black computer science students, both in college and high school. It's more than just lectures - participants will dive deep into a variety of tech roles beyond the traditional software engineering realm. 
• Workshops will be bustling with activities aimed at honing essential skills - from open source contributions and refining resumes to mastering the art of interviews and networking. A highlight promises to be the exhilarating hackathon, challenging participants to showcase their collaborative design thinking.
• Moreover, this event presents an invaluable chance for high school attendees to mingle with their collegiate counterparts, an opportunity often only available if one has college-going family members. All in all, the "Black CS Success Summit" stands as a remarkable nexus for nurturing connections, acquiring expertise, and elevating careers in the realm of computer science.  TaxPlanIQ is proud to be a part of it! To learn more about this event click the button below.

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:

• We continue to improve jAIne, our Virtual Tax Consultant!  We work daily to ensure that jAIne grows with you.   This last month, we added numerous improvements to jAIne and her functionality including a "Clear History" tooltip, an updated greeting with Customer Service instructions, and much more!
• We have also improved the ability to search for applicable tax strategies.  jAIne can search our Knowledge Base for pre-existing tax strategies applicable to your clients.
• Lastly, we now have a robust PDF to JSON conversion!  We're thrilled to announce the seamless transformation of data from PDFs into a streamlined, digital format. This enhancement means no more manual data entry or sifting through endless pages of forms. Instead, with a simple click, valuable information leaps from static pages into dynamic, usable data, ready for swift analysis and integration. This isn't just a technical upgrade; it's about empowering you with agility and precision, ensuring that our software adapts to your needs, providing a smoother, more intuitive tax planning experience!

Stay tuned for more updates as we continue to improve our platform for your benefit!

Thoughts From Our Community

 With the tax season in full swing, many professionals face the challenge of managing the influx of client documents. Have any of you implemented a structured model to schedule when clients submit their tax documentation? Given that not all clients require in-person meetings for document reviews, establishing a streamlined workflow becomes imperative. How do you prevent the overwhelming scenario of everyone submitting simultaneously? Join the discussion on Facebook to share your successful strategies and solutions on this matter!

Still haven't attended a Power Hour? 

Now is the PERFECT time to jump in! 

This month, TaxPlanIQ is featuring Fee Simple with Chase Ravsten of Visitia Capital!

Mark your calendars for the "TaxPlanIQ Power Hour" on November 30, 2023, at 02:00 PM CST.  

Visitia Capital

Discover unparalleled expertise with Vistia Capital, a standout broker-dealer. This dynamic team, drawn from leading investment firms and Fortune 500 companies, offers over 50 years of collective experience in crafting alternative real estate investments. Visitia is committed to building strong, nurturing relationships, ensuring every investment opportunity is meticulously vetted for your success.

As a Vice President at Vistia Capital, Chase oversees raising capital, business development, and providing the best alternative investments and opportunities for his clients. With over 14 years of experience in various sales and advisory roles in the financial services industry, Chase brings a personalized approach that utilizes his knowledge of investments, retirement, and strategic planning.

 Don't miss out on this valuable opportunity to expand your knowledge on Fee Simple and earn your CPE credits!

Tax planning testimonials

“Without a doubt, TaxPlanIQ helped me confidently present tax savings to a client to win new revenue in the tens of thousands of dollars.  My first pitch using TaxPlanIQ was going to save the client ~$50k that first year, and I was able to charge ~$9k and now annually generate ~$5k from the client, whereas preciously, it was a ~$1500 tax return."

—Jeremy Stark, CPA

TaxPlanIQ was able to help Jeremy rapidly increase his revenue through tax planning!