Learn how to get started with TaxPlanIQ. We guide you through every step of creating a tax plan.
In the latest version, 3.0, we have updated our R.A.P feature (Read, Analyze, Propose), also known as OCR (Optical Character Recognition), using the latest AI technology. We have also improved the user experience to ensure that you are focused on receiving the best-suggested strategies with the top savings for your clients.
Here is the complete user guide and video overview of all the exciting new features we released on August 12th, 2024.
