About TaxPlanIQ
TaxPlanIQ is a company based in Southlake (United States) founded in 2020. It operates as a SaaS and B2B. TaxPlanIQ offers products and services including TaxPlanIQ Software, ROI Visualization Tool, and Live Collaboration Feature. TaxPlanIQ operates in a competitive market with competitors including HubSync, SurePrep, K1x, TaxModel and SmartWiz, among others.
- Headquarter Southlake, United States
- SectorsTechnology
- Email••••••••
- Website taxplaniq.com
- Social LinkedIn X Facebook
Products & Services of TaxPlanIQ
TaxPlanIQ offers a comprehensive portfolio of products and services, including TaxPlanIQ Software, ROI Visualization Tool, and Live Collaboration Feature.
Automates tax plan creation and management for accountants
Helps demonstrate tax strategy benefits to clients
Enables real-time tax plan editing with teams
Competitors of TaxPlanIQ
TaxPlanIQ operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as HubSync, SurePrep, K1x, TaxModel and SmartWiz, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hubsync.com | 2019 | Alexandria, United States | $105M | 14 | Software-based taxation solutions platform for tax professionals | |
| sureprep.com | 2002 | Irvine, United States | – | 199 | Provider of tax automation software | |
| k1x.io | 2022 | Chicago, United States | $35M | – | Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting | |
| tax-model.com | 2005 | – | $1.14M | – | Tax workflow solutions for professionals | |
| smartwiz.io | 2023 | Birmingham, United States | $700,000 | – | Tax software is utilized by professionals for client tax management. | |
| littlenewt.com | 2020 | Rapid, United States | $20,000 | – | AI-driven software for tax preparation and practice management is provided. | |
| taxwaresystems.com | 1979 | Upland, United States | – | 258 | Tax preparation software is developed for tax professionals. | |
| sigmataxpro.com | 2013 | Delray Beach, United States | – | 17 | Cloud-based tax preparation solutions are provided for professionals. | |
| taxjoy.com | 2017 | San Francisco, United States | – | – | Offers practice management software tailored for tax professionals. |
Detailed competitors of TaxPlanIQ
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- Full competitor set
- Operating metrics
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Web traffic of TaxPlanIQ
Websites that share an audience with TaxPlanIQ (taxplaniq.com).
Websites whose visitors overlap most with TaxPlanIQ. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| corvee.com | 92% | 21.1K | #1,458,384 | View details | |
| taxfyle.com | 87% | 72K | #641,344 | View details | |
| eurobase.com | 84% | 4.4K | #4,724,959 | View details | |
| crosslinktax.com | 80% | 37.5K | #706,644 | View details | |
| strategicrisks.com | 79% | 4.1K | #4,766,232 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for TaxPlanIQ
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Taxplaniq
Complete news archive for TaxPlanIQ
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to TaxPlanIQ
10 companies that operate in the same segment as TaxPlanIQ (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about TaxPlanIQ
TaxPlanIQ was founded in 2020.
TaxPlanIQ is headquartered in Southlake, United States. It is registered at Southlake, Texas, United States.
TaxPlanIQ is a platform that provides automated tax planning solutions for accountants and CPAs. It enables creation of tax plans, engagement management, ROI visualization, and live collaboration. The software streamlines processes like proposal generation and strategy selection, serving accounting firms in the US. It includes educational resources and supports growth by identifying tax savings for clients.
TaxPlanIQ offers TaxPlanIQ Software, ROI Visualization Tool, and Live Collaboration Feature.