taxplaniq escalates the battle in tax planning software

ai transforms tax planning, strategy, and client communication.

logo	vendor	years in market	flagship features	pricing (approx.)	fit
	taxplaniq	2019–present	bulk 1040 upload, ai-scored strategies, roi pricing, client proposals	from $397/month	firms moving into advisory
	corvee	2020–present	1,500+ strategies, multi-entity modeling, annotated proposals	quoted ($499–$999/mo)	firms needing a broad catalog
	bloomberg itp	longstanding	scenario projections, statutory updates, and audit-defensible	enterprise license	midsized and large firms
	holistiplan	2019–present	ocr return scan, advisor reports	subscription	rias, small cpa and tax firms
	fp alpha	2019–present	multi-document ai, tax/estate/insurance scenarios	subscription	wealth + tax advisory
	intuit tax advisor	2025–present	embedded in proconnect/lacerte, generative ai plans	included in suite	small and midsize firms
	blue j	2015–present	predictive analytics, ask blue j generative research	$1,198–$1,498/user	authoritative research
	cocounsel (tr)	2025–present	agentic ai integrated with checkpoint	$2,700/user	large firms
	taxgpt	2023–present	ai co-pilot, 1040 review agent	$1,600/user	assistant-style workflow
	taxaroo	2017–present	practice management + voice ai, client portal	$790/yr or $99/mo	small practices
	zerotax.ai	2024–present	consumer ai q&a, optional cpa review	free / $50 per review	households, small business
	cpa pilot	2023–present	lightweight ai assistant, citations, draft comms	$240–$2,388/yr	small firms; affordable ai

movers and shakers in tax planning automation

by rick telberg
卡塔尔世界杯常规比赛时间 research

once an add-on service for high-net-worth clients, tax planning is moving to center stage, powered by artificial intelligence and the profession’s accelerating shift to advisory from compliance.

fresh evidence comes from taxplaniq’s new partnerships with liberty tax and elite resource team, which extend taxplaniq’s reach from boutique firms to thousands of retail outlets and nationwide advisory networks. the deals show artificial intelligence transforming accountants’ handling of tax planning, strategy, and client communication.

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“i can’t imagine a better thing to do than support accountants in that endeavor,” says jackie meyer, founder of taxplaniq and 卡塔尔世界杯常规比赛时间 contributor, positioning her company’s mission personally. taxplaniq’s pitches ease of use. just upload a 1040, surface strategies, and deliver a branded proposal that quantifies return on investment.

with liberty tax, the reach is in the mass market. with ert, the audience is higher-value clients served by coordinated advisory teams. taxplaniq claims $5 billion saved by clients identified through its system. more than 1,200 firms already use the platform, before the new partnerships,

reaching for a $2.5 billion prize

the promise of the next evolution of tax planning is enticing, and the field is becoming more competitive by the month. the tax planning software market is projected to grow at a rate of 8% to 13% annually from 2026 to 2033, with the total market size expected to surpass $2.5 billion globally and $25 billion for the broader online tax software segment.