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Description

Enhance your operational efficiencies by automatically computing, monitoring, and evaluating federal and corporate income tax characteristics over several years, such as net operating losses, carryforwards, and carrybacks. Develop optimal multistate tax strategies with cutting-edge state tax analysis software that seamlessly consolidates and distributes tax information, streamlining processes related to provision, compliance, planning, and audits. This approach not only saves time but also minimizes errors, ensuring a more effective tax management system.

Description

You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Knolli

Integrations

Knolli

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$300 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

pro.bloombergtax.com/corporate-tax-auditing-planning/

Vendor Details

Company Name

TaxPlanIQ

Founded

2020

Country

United States

Website

www.taxplaniq.com

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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