Need Extra Help or Personalized Resources? Upgrade to the TaxPlanIQ Growth Plan!
Are you feeling overwhelmed by tax planning or unsure where to start? Looking for personalized guidance to get the most out of your tax strategies? Or maybe you just need access to extra tools and support to take your firm to the next level. We’ve got the perfect solution for you – the TaxPlanIQ Growth Plan!
With the Growth Plan, you’ll unlock exclusive resources designed to give you more tailored, hands-on support and cutting-edge tools to maximize your tax savings and improve your efficiency. Here’s what you get with this premier subscription:
- Complimentary Growth Implementation (valued at $750) – Get set up for success with hands-on help.
- 100+ CPA-selected tax strategies – Dive deep into the best tax strategies available.
- Tax Strategy Hub & Real-time tax savings dashboard – Keep a pulse on your progress and savings at all times.
- jAIne AI Tax Planning Assistant – Your personal AI assistant for tax planning.
- Client Portal & Custom white-labeled reports – Wow your clients with professional, branded presentations and ROI summaries.
- Automated 1040 upload & beta features – Streamline tax preparation and be the first to try new features!
- Monthly Power Hour Webinar with CPE credits – Stay up to date with the latest tax knowledge while earning CPE credits (36 per year!).
- Live Weekly Q&A, Training Sessions, and Office Hours – Whether it’s tax law, workflows, or tech updates, get live support and training to keep your firm ahead of the game.
- 1:1 Concierge Consultant Office Hours – Need a deep dive into your tax plans? Speak directly with our experts to ensure you’re following best practices.
- Priority case study submission for Tax Labs – Get your toughest cases solved first with our exclusive access for Growth Plan members.
- First access to beta features and exclusive Growth Program events – Stay on the cutting edge with first access to new innovations.
Plus, with our 100% ROI Guarantee*, you can rest assured that your investment will pay for itself within 12 months, or you’ll receive an additional 12 months of the Growth Plan at a discounted rate!
Don’t wait! If you’re looking for more hands-on support, tailored implementation, and access to premium resources, the TaxPlanIQ Growth Plan is your answer.
Upgrade today and experience the full power of TaxPlanIQ at its best!
*Guarantee: The TaxPlanIQ Growth Program will pay for itself within the first 12 months via tax planning fees generated from client sales. If you meet the conditions outlined below and do not see a return on 100% of your investment in the Growth Plan subscription, you will qualify for an additional 12 months of the subscription at 50% of the cost.
Conditions:
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Training Participation: At least one user must complete 12 TaxPlanIQ Growth Plan Trainings within the 12-month subscription period.
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Tax Plan Presentation: The user must present at least 10 Tax Plans to verifiable clients or prospects* within the 12-month subscription period.
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Plan Review: Engage with a TaxPlanIQ Concierge Consultant for a 1:1 review of at least 5 Tax Plans, which must be presented to verifiable clients or prospects* within the 12-month subscription period.If all conditions are met without achieving 100% return of investment in the Growth Plan subscription:
- Extended Program Access: Continue your participation in the TaxPlanIQ Growth Plan subscription for an additional 12 months at a 50% reduced cost ($495/mo).