Choose the Right Plan for Your Firm's Tax Planning Needs

Choose the plan that fits your firm and use AI-powered tools to deliver personalized tax strategy to every client on your roster.

Choose the Right Plan for YourFirm's Tax Planning Needs

Billed Monthly
Billed Yearly
Per User Pricing
$8,997.00
Per Year
UsersPlansImplementation (One Time Cost)Yearly Cost
10+
Unlimited
Free
Contact Sales
10
100
Free
$49,970
6
50
$497-70%
$35,982
4
30
$497-50%
$27,988
2
20
$1,497-25%
$15,994
1
10
$1,997
$8,997
ROI Calculator
Charge Per Client for Planning Engagement:
$3000.00
Total Potential Revenue:$180,000.00
Yearly Cost:$449.85
ROI:$2473%
Clients Needed to Pay for The Cost:5
Per Household/Client Pricing
$3,235.00
Per Year
ClientsPlansImplementation (One Time Cost)Yearly Cost
100+
Unlimited
Free
Contact Sales
50
30
Free
$24,850
10
20
$497-70%
$13,675
25
15
$497-50%
$5,970
5
10
$1,497-25%
$3,235
1
5
$1,997
$697
ROI Calculator
Charge Per Client for Planning Engagement:
$3000.00
Total Potential Revenue:$750.00
Yearly Cost:$697.00
ROI:$206%
Clients Needed to Pay for The Cost:1

TaxMD™ Free Demo | Trial (CPA / Firms)

7 days of uninterrupted Tax Saving

What YOU (TAX PROFESSIONAL) Get
What Your CLIENTS Get
  • Deliver tax planning as a repeatable, scalable service, not a one-off project
  • Replace PDFs and email chains with a professional client interface
  • Increase client retention by keeping planning ongoing and interactive
  • Justify higher tax planning fees with clear, visual value
  • Reduce back-and-forth by letting clients explore scenarios themselves
  • Turn tax planning into a productized revenue stream, not a time drain
  • Clear visibility into their tax strategy at all times
  • Step-by-step implementation instead of vague recommendations
  • A single place to view plans, documents, scenarios, and decisions
  • Ability to compare strategies and understand tradeoffs
  • Confidence that planning is proactive, not reactive
  • Justified higher tax planning fees with clear, visual value
TaxMD™ solves this by giving both you and your clients a shared, interactive tax planning platform — not just a report.
SOLVES (YOU WANT TO OFFER HIGH-VALUE TAX PLANNING, BUT )
1
PDFs, emails, and spreadsheets are not a scalable or defensible delivery method
2
Clients don’t understand or engage with static plans
3
Implementation falls apart after delivery
4
Your team spends too much time explaining, following up, and re-explaining
5
No centralized place for planning documents, scenarios, or audit-ready support
6
Clients expect modern tools, not attachments
FOR YOU IF YOU:
Want to offer high-value tax planning without Excel sheets.
Want to show clients real planning value during intake calls
Don’t want to lose clients when they ask for tax planning
Want to send customized plans to your client’s interface.
Don’t want to wait on busy or unresponsive CPAs
Want clients to run their own event driven scenarios
NOT FOR YOU IF:
You only provide compliance and filing services
You don’t want to charge separately for tax planning
You prefer delivering advice via email
You don’t want clients to engage with their tax strategy
You want a "black box" tool with no client visibility
You are not interested in modernizing your client experience

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