taxplaniq escalates the battle in tax planning software

ai transforms tax planning, strategy, and client communication.

movers and shakers in tax planning automation

by 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.

cloud-based platforms and ai-driven automation are coming to dominate, with scalable, secure, and cost-effective solutions for businesses of all sizes. expect a shakeout, with leading providers, like intuit, thomson reuters, and xero, investing in generative ai, blockchain, and real-time compliance features to maintain a competitive edge.

meanwhile, new capabilities are emerging: predictive analytics for audit risk avoidance, natural language processing and voice interfaces for client engagement, and real-time statutory and regulatory updates integrated into workflows.

andrew argue, founder and ceo of corvee, laid down a marker when he launched the corvee app, saying, “there is currently nothing like this software available to tax and accounting professionals.”  corvee differentiates itself with breadth, advertising more than 1,500 strategies and detailed modeling across entities and jurisdictions. for firms with complex clients, the library is the draw.

at blue j, one of the most visible players in the market,  ceo ben alarie, says.  “we’re making gray areas easier to navigate — and communication faster,”   blue j has raised cad $167 million and won cpa.com’s preferred-provider endorsement. alarie sees a new era where ai accelerates judgment without sacrificing rigor.

institutional incumbents

at the other end of the spectrum sits bloomberg’s income tax planner. a longstanding product, it remains the tool of choice for large firms that need audit-defensible models and detailed statutory updates. its strength lies in scenario comparison and accuracy, not speed. for decades, it has been a reference point for planners prioritizing rigor.

intuit is pursuing a different strategy. by embedding its new tax advisor directly into proconnect and lacerte, intuit is effectively turning compliance systems into advisory engines. every return prepared becomes a potential planning opportunity. the approach reduces adoption friction for firms and keeps intuit’s vast customer base from straying to standalone competitors. it is both an offensive push and a defensive moat.

elizabeth beastrom, president of thomson reuters’ tax & accounting professionals division, describes her company’s cocounsel platform as “a professional-grade ai that reasons, cites, and acts with accuracy.”

cocounsel builds on the casetext acquisition and integrates with tr’s checkpoint research system for firms that cannot afford to compromise on citations.

start-ups and spin-offs

the wave of startups has been equally aggressive.

taxgpt, launched in 2023, bills itself as “the ai co-pilot for accountants.” ceo kashif ali sees the mission as “giving every tax professional a tireless assistant.” early adopters report that research time has been reduced by 75 percent, saving about five hours per week.

cpa pilot, created by harsh mody, positions itself as an affordable assistant for smaller firms. one user review says  it “makes research of complex tax situations as simple as a google search.”

client communication is becoming another frontier.

mario costanz, founder of taxaroo, is shifting his company’s practice management portal toward automation. “our goal is to help small tax practice owners build successful, stress-free businesses,” he said when unveiling new ai features. taxaroo’s voice-enabled agents now handle messaging and basic research. its spinoff, zerotax.ai, extends the concept directly to consumers, providing free answers with optional cpa review for $50. one news report called it “turbotax meets chatgpt.”

holistiplan and fp alpha reflect another path: fast ingestion and breadth.

holistiplan scans returns and produces reports in minutes, a favorite among rias and small cpa firms that want to highlight quick planning wins.

fp alpha parses tax documents, estate plans, and insurance files to create scenario analyses for firms combining tax and wealth planning.

speed wins

the common denominator is speed.  all of these tools promise to compress hours into minutes.

the challenge is ensuring that outputs are current, accurate, and defensible. practitioners are asking hard questions. how often are strategies updated after a tax law change? can outputs be tied to statutory authority or case law? how quickly can errors be corrected?

as irs enforcement grows more data-driven, the margin for error is thin.

alarie at blue j calls the shift “authoritative-first ai,” where outputs are faster and backed with citations.

thomson reuters’ beastrom echoes the theme, promising accuracy and professional-grade reasoning.

depth, too

argue at corvee stresses depth. meyer at taxplaniq emphasizes accessibility. ali at taxgpt focuses on saving time. costanz at taxaroo talks about stress relief for small practice owners.

the diversity of language underscores the diversity of strategies. for firms, the decision is complicated.

many practitioners are layering tools – a fast triage system like taxplaniq or holistiplan to identify opportunities, a modeling engine like bloomberg itp for complex cases, and a research platform like blue j or cocounsel for authoritative support. that hybrid approach reduces the risk of relying too heavily on one system while ensuring that outputs can be defended before clients and regulators.

the profession is at a crossroads. the tools are here, and the demand is clear. the question is how quickly firms can adapt their workflows, pricing models, and management structures to capture the opportunity.

as meyer put it, supporting accountants in that endeavor may be the most valuable thing a technology company can do.

posted on september 29, 2025