TaxPlanIQ™ Help Center
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Tax Plan Challenge - Essential Toolkit
Getting Started
Support
Frequently Asked Questions
Tax Rate Updates
Enhancements & Updates
Case Studies
Tax Plan Challenge - Essential Toolkit
Email Templates
Subscription & Billing
Customer Support
Feedback
Community
Customer Updates & Newsletter Archive
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TaxPlanIQ™ Help Center
Tax Plan Challenge - Essential Toolkit
Getting Started
Support
Frequently Asked Questions
Tax Rate Updates
Enhancements & Updates
Case Studies
Tax Plan Challenge - Essential Toolkit
Email Templates
Subscription & Billing
Customer Support
Feedback
Community
Customer Updates & Newsletter Archive
Tax Plan Challenge - Essential Toolkit
Resources to use when creating and closing tax plans.
Existing Client - ROI Prequalification Email
Teaser Email before Tax Planning Sales Meeting
Tax Planning Engagement Letter Template - Basic Package
Tax Planning Engagement Letter Template - Elite Package
Engagement Letter Template and disclosure for 1040 Individual Clients
Pro Plan Engagement Letter Template
Email Templates
HOW DO I APPROACH EMAIL CONTENT?
EMAIL TEMPLATE - During tax season
EMAIL TEMPLATE - Holiday season
EMAIL TEMPLATE - Tax Planning earlier in the year
EMAIL TEMPLATE - Late in the year
EMAIL TEMPLATE - For Doctors specifically (customize for any profession/industry)
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