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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 |
I was ONE WEEK LATE paying the monthly fee and they hit me with a $1200 CANCELATION FEE. Steer clear of this company!!
DO NOT SIGN UP. They use the contract as a weapon against their customers. I asked to cancel the subscription few weeks ago. They automatically billed me for next few months and charged my credit card. On top of that, they deactivated my account. If you're going to forcefully charge the clients, at least give us access until the end of subscription period. Their sales rep, Brandon Curry, will also sell you on BS offers which will never get delivered. I don't recommend TaxPlan IQ to anyone, unless they want to pay them 1k a m... read more
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.
Frequently asked questions about TaxPlanIQ | Accounting Firm App
How is TaxPlanIQ | Accounting Firm App rated?
TaxPlanIQ | Accounting Firm App has a 4.2 star rating with 21 reviews.
When is TaxPlanIQ | Accounting Firm App open?
TaxPlanIQ | Accounting Firm App is closed now. It will open on Monday at 8:00 a.m.
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