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Efficient Tax Advisory in Minutes: A Live Tour of TaxPlanIQ

Includes a Live Web Event on 06/25/2025 at 3:00 PM (EDT)

Join us for a live walkthrough of TaxPlanIQ, the platform that helps firms build tax plans in as little as 3 minutes.

In this demo, you’ll see:

  • How to streamline advisory work—from proposal to implementation

  • A peek inside the Strategy Library with 130+ vetted tax strategies

  • Tools to price plans, track tasks, and manage clients with ease

  • Where to find support, templates, and quick AI-powered answers

What is TaxPlanIQ?
A modern tax advisory platform that helps you go beyond compliance.
Create branded tax plans, value-price confidently, and visualize ROI—all in one place.

Trusted by 1,200+ firms. Over $5B in tax savings identified.

There is no CPE with this discussion.  

Madeline James

CPA

TaxPlanIQ

Madeline began her career in public accounting as an auditor, quickly discovering her passion for helping fellow accountants streamline their work through technology. After transitioning out of public accounting, she dedicated her career to working at accounting technology companies, where she empowers her accountant peers to leverage the best tools to simplify their professional lives. When she's not championing efficiency in the accounting world, you can find Madeline reading or hiking in the beautiful mountains of Colorado with her golden retriever, Walter.

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NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.