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TaxPlanIQ | Accounting Firm App
- Financial Services
- Southlake, TX
About this business
Accounting firm web app for tax planners to quote, implement and track assigned tasks with clients/staff, all while showing your ROI.
Location details
1207 S White Chapel Blvd Suite 200, Southlake, TX, 76092, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
hands down the dumbest decision I made in 2024. If you're a CPA or have a basic knowledge of the tax code and/or the ability to read you do not need this.
Had a really bad experience signing up for a 14-day trial of their software. They charged us before the trial was up and then charged us a cancellation fee. I'd avoid their free trial unless you know you want a 12-month subscription. I can't comment on the effectiveness of their software but it didn't work for us during the 4 day trial.
TaxPlanIQ is for next generational, forward thinking CPAs, tax accountants and advisors looking to build their firm through value added services. The platform is robust and the team is always available to help with any questions! Highly recommend checking them out.
TaxPlanIQ is a great resource to add into my practice. It allows me to better serve my clients by offering the advanced tax planning strategies and being able to truly illustrate my value to my clients by showing a ROI. I am looking forward to seeing how this changes my practice over time.
TaxPlanIQ is a revolutionary tool that will help to bridge the gap for tax advisors looking to offer more than just compliance. I’m looking forward to what this comprehensive software will do next!
Frequently asked questions about TaxPlanIQ | Accounting Firm App
How is TaxPlanIQ | Accounting Firm App rated?
TaxPlanIQ | Accounting Firm App has a 4.6 star rating with 19 reviews.
When is TaxPlanIQ | Accounting Firm App open?
TaxPlanIQ | Accounting Firm App is closed now. It will open tomorrow at 8:00 a.m.
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