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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

key players in tax planning: clockwise from top left, meyer, beastrom, argue, alarie, ali, costanz

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.

more tax planning | disguised tax hikes are back on the table | haase, radzinsky: inside the taxdome-juno ai alliance | can doge and palantir fix the irs with a ‘mega api’? | help clients envision their future selves

“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.

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featured video

hood: forces shaping accounting | move like this

technology, demographics, and esg are colliding to reshape advisory, career paths, and firm leadership.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

on the latest move like this, host bonnie buol ruszczyk welcomes dan hood, editor-in-chief of accounting today, who has covered the profession since the late 1990s. from his vantage point, the defining theme isn’t a single issue, but the sheer volume of change: accelerating technology (especially ai), shifting demographics, new expectations for work, and the slow-building opportunity of esg. he argues these forces are intertwined: tech is enabling the shift to advisory, advisory demands new skills and career paths, and those shifts collide with multigenerational teams navigating different priorities. 

more move

the conversation quickly zeroes in on culture as a differentiator in the talent market. firms that thrive don’t rely on “nice people” and pizza in busy season; they treat culture as intentional work. that looks like clearly articulating values, reinforcing them constantly, and translating them into practices employees actually feel, including thoughtful benefits and flexibility, yes, but also visible sponsorship, personal investment in careers, and rituals that signal “this matters here.” culture, dan notes, should permeate every process, from how meetings are run to how milestones are celebrated. 
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listicle

ten topics for pregnant clients | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

a pregnant client is a special client – a client with special needs. she’s got plenty on her mind, and finances are probably not her top priority.

more listicles here
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

she needs personal empathy and professional advice. here are 10 things to talk with her about.

  1. plan ahead for maternity leave: help her map out how her income and benefits will look during her time away from work. she needs to know what’s going to happen and what to do about it.

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pro member exclusive

wealth management: can you afford not to provide it?

portrait of seth fineberg
fineberg
 seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution.

advisory begins with conversations.

by seth fineberg
the holistic guide to wealth management.

today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”

not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
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