While the next version of TaxPlanIQ is being built out — intentionally, because there's nothing else like it in the marketplace and I want to make sure it actually works the way it's supposed to — the version y'all have right now is more powerful than most people are using it.
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 the starting point for tax planning conversations you should already be having with those clients.
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. No one figures that out alone.
But don't wait for the new version to start planning. The tool you have today can do the work. Most people just aren't using it fully.
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