Speaker(s): Dave Lukas, CEO of Tax Plan IQ
Price: Free to All
Curious about how you can make the transition from compliance to advisory with tax planning software…but not yet ready for a one-on-one demo? Join us for our complimentary Open Demo of TaxPlanIQ—the top tax planning software on the market – and discover how easy it can be.
What is TaxPlanIQ?
Tax Plan IQ is the tax advisory platform built for modern accountants. We help firms go beyond compliance and confidently deliver tax planning services at scale.
Learning Objectives:
- A walkthrough of the TaxPlanIQ dashboard and key features in action.
- How to streamline your entire advisory process—from proposal to implementation—in one platform.
- A look inside the Strategy Library, packed with 130+ educational tax strategies, checklists, videos, templates, Excel tools, and more.
- Step-by-step: how to create a client, build their tax plan, apply the right strategies and price the tax plan.
- Time-saving tools including client templates, a pre-qualification questionnaire, and built-in task tracking to manage client to-dos with ease.
- Where to access our Knowledge Base and how to get fast answers with our AI.
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