Y'all, while the next version of TaxPlanIQ is being built out intentionally, because there's genuinely nothing else like it in the market and we're not shipping something just to ship it, the version you already have is more powerful than most people are actually using.
Here's what I want every TaxPlanIQ user to do today: go in and bulk upload your 2025 1040s. See what estimated savings exist across your entire client base. That's your starting point for tax planning conversations you should already be having with those clients right now.
One thing to know: because of some legacy data handling cleanup we had to do on the PII side, there may be a one-time bulk upload required on the projection side when the new version launches. We'll walk everyone through it. Nobody figures that out alone on our watch.
Don't sit on the current version waiting for what's next. The tool you have today can do the work. Most people just aren't using it fully.
Drop your questions in the comments.
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