practice-management

TaxPlanIQ Escalates the Battle in Tax Planning Software

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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
CPA Trendlines 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 CPA Trendlines 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.

READ MORE →

How TaxDome and Juno Just Changed the Tax Tech Game

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TaxDome unveils AI-driven workflow to Challenge Aiwyn, Canopy, Karbon.

Workflow warriors: Juno’s Haase, left, and TaxDome’s Radzinsky

 

By CPA Trendlines Research

TaxDome and Juno are launching the accounting industry’s first fully integrated, end-to-end tax workflow solution, an automation-powered platform uniting proposal to payment under a single login.

MORE in Tech | Aiwyn Enters Race for the All-in-One Practice Management Platform | Is Practice Management Having Its Moment?

The rollout lands at a pivotal moment in a fiercely competitive practice management software market, where venture capital, artificial intelligence and consolidation are redrawing the digital map for tax and accounting firms.

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Checklist for Running a Practice

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Poe’s book provides a step-by-step guide.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: Do you have a simple checklist that I could use as a guide to run my practice?

MORE PRACTICE DOCTOR Q&A: Everyone Needs Strategic Planning | Help Clients, Increase Revenue: Make Sure Everyone on Staff Knows Your Firm’s Full Menu of Services | I Made Partner, Now What? | 19 Ways to Stop Wasting Reviewer Time | How to Sell Your Practice | When a Client Balks at Necessary Work | How to Advise an Executor | 14 Ways to Use Timesheet Data | Why More Firms Are Trashing Timesheets | How Much Overhead Is Too Much? | When Partners Stop Growing

ANSWER: Actually my monthly Q&A Newsletters is a great and easy way to get information on how to run your practice. Also my 101 Book with my first 101 Q&As is another great resource.
READ MORE →

8 Ways to Wrestle Software Subscriptions Into Submission

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One question leads to another.

By Donny C. Shimamoto
IntrapriseTechKnowlogies

Budget talks between accounting and information technology departments can get pretty complicated. Accountants know budgets; IT folks know IT. Not many people know both.

RELATED: IT Hardware Gets Even More Complex (Great!) | How Accounting Geeks and Techie Nerds Can Play Nicely Together

But you don’t have to know both if you know the right questions. One area of special concern is budgeting for subscriptions to software.

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What Does Being a Partner Mean?

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Aquila How to engage partners in the firms future clip square cvrPartners persuade their people to join them on the journey and to play a part in building a better firm.

By Robert J.  Lees and 
August J. Aquila
Creating the Effective Partnership

Just as the partners need to engage with the firm’s vision so do the firm’s people. But, like everyone, they actually engage with people not words. So, effective partners continually engage with their people, regardless of their level and role. They go out of their way to create a personal bond, sharing personal information and operating with honesty and integrity in all of their interactions.

Creating the Effective Partnership: Every Partner’s First Question: ‘What’s in It for Me?’ | The 9 Building Blocks of a Winning Vision that the Big Four Have Discovered | The Politics of an Accounting Firm Partnership | Nine Rules to Creating Highly Effective Partnership Teams | Audacious Vision and Grand Purpose Prove Essential to CPA Success | Are You Creating a Sustainable Firm? | The Debilitating Effects of Denial at Accounting Firms | The Five Psychological Hurdles that CPA Firms Must Confront Today READ MORE →

SURVEY RESULTS: CPA Firms Accelerate Growth

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The National MAP Survey of CPA Firm Statistics -- The Rosenberg Survey
Click for full report

The 2014 national MAP survey shows widening divide between large and small firms.

Exclusive to CPA Trendlines
The National MAP Survey of CPA Firm Statistics

Marking the third consecutive year of quickening expansion since the recession, CPA firms are posting 6.7% revenue growth, according to the latest results from the National MAP Survey of CPA Firm Statistics reported here exclusively by CPA Trendlines.

Screen Shot 2014-09-26 at 2.04.17 PM

“The National MAP Survey of CPA Firm Statistics: The Rosenberg Survey” is well known and well respected within the national CPA industry, due to its solid reputation for accuracy, thoroughness and high participation rate. Exactly 75% of the firms in this year’s survey participated in 2013. This allows for more accurate year-to-year data comparisons. All of these characteristics, plus the highly sought-after executive summary, make “The Rosenberg Survey” a must-read for any entrepreneurial-minded CPA firm. The survey captures data from participating firms of all revenue ranges, from solo practitioners to those with over $20 million in net fees. READ MORE →

Mirror, Mirror on the Wall

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11 weekly self-assessment questions for successful professionals.h

By August Aquila
The Effective Partnership

When’s the last time you talked to your partners about the “mirror questions”? We all know that it’s easy to kid ourselves about how well we’re doing. But when we have to look ourselves in the mirror, well, it’s another story.

Rather than giving the partners the questions they should answer, we suggested that they come up with their own self-assessment. Specifically, we wanted them to devise questions they could ask themselves each week to evaluate how well they had performed. In the end, we came up with 11. READ MORE →

Are Bad Clients Driving You Crazy?

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Angry businessman on the phone16 ways to tweak your compensation systems to get and keep the right clients.

If your partners are putting up a fight to keep clients who should be let go, take a look at your compensation system. It’s not just about billable hours.

August Aquila, Creating the Effective Partnership, suggests 16 tweaks to your firm’s compensation system. While the list is not exhaustive, it does provide criteria that firms can consider beyond revenue. READ MORE →

Running an Accounting Business

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Ed Mendlowitz CPA The Practice Doctor Q and AQUESTION: I am the managing partner of my accounting firm by default. No one else wanted to do it. I am trying to manage things but I have a full schedule, am shorthanded on staff and continue to do a reasonable amount of marketing. I am overwhelmed. How do others do it?

RESPONSE: I purposely left off the size of the firm because my response applies to every size firm – those with two partners on up to large firms with upward of 50 partners. No matter the size of your practice, it is a business and needs someone dedicated to running it. Smaller firms need less time, possibly less skills and perhaps one of the partners can fill in this role. Larger firms need a person who spends substantially all of their time running the business, but not necessarily a partner. READ MORE →

Ten Things Every Firm Needs to Make Clear Firmwide

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The main categories of information for internal communications and management. By Bruce W. Marcus Professional Services Marketing 3.0 While the substance of information varies from firm to firm, there are 10 categories that cannot go unconsidered:

Partner Retirements and Buyouts: Today’s 24 Major Deal Points

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What 80% of firms agree on.

By Marc Rosenberg
The Rosenberg Survey

If partner compensation is the single most critical and sensitive aspect of CPA firm practice management today, then a close second is partner retirements and buyouts – the money partners receive for the purchase of their ownership in the firm when they retire or leave the firm due to death, disability, withdrawal or expulsion.

The amount of money involved is quite significant.  Roughly 80% of all firms consider the value of the firm to include: READ MORE →