Jane is getting a major upgrade, and I want to walk y'all through what's coming.
The new Jane intelligence dashboard brings everything into one place. What's urgent and needs attention today, reminders, planning opportunities, revenue that's ready to close, completed plans. Instead of hunting across tabs and client files, Jane surfaces all of it for you automatically with nudges and insights built in.
But the piece I'm most excited about is the full AI assistant functionality. Jane now saves all your chats and has everything piped in — all IRC code, all 50 states, all the details you'd need to actually answer a tax question or build a plan.
Think of tools like Tax GPT, but built specifically for tax advisors and living inside TaxPlanIQ where your client data already lives. No switching between platforms, no starting from scratch in a separate tool.
This is where TaxPlanIQ is headed, slated for Q4 of this year.
If y'all want to start using what's available today while we build toward this, link in the description.
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