AI-TaxPlan

by I-Taxplan

The Complete CPA Guide

Everything AI-TaxPlan does, in plain English. AI-TaxPlan reads a client's tax return, finds the legitimate, citation-backed strategies that lower their bill, and gives you a branded plan to send them. Start with the Quick Start, then dip into the feature reference whenever you need it.

AI-TaxPlan comes with every I-TaxPlan Growth plan. Entry ($99/mo) includes Quick Plans and proposals, with full plans in packs: 1 for $200 or 3 for $500, and they never expire. Full Firm ($750/mo) includes unlimited full plans and an unlimited team.

The one habit that makes everything easy

📄 Always upload the client's most recent tax return (PDF) before you run the full plan. The AI reads it directly, so the plan is built on the real figures.

Part 1 — Quick Start

From zero to a finished tax plan

This is AI-TaxPlan 2.0, the only layout since September 2026. The menu has three items: Dashboard · Clients · My firm. Everything else is under More. Each client has one record with four steps: Requests → Return & facts → Plan → Deliver. The Tax plan summary card on the right always shows the next step.

1Add your client

Click + Add client at the top right. Have their return? Drop it on the form. The AI reads it and fills in name, income, filing status, state and entity, so you only type what the return can't tell us. No return? Fill in the starred fields.

The tax year defaults to the year the plan is built for. You can change it. Then pick Quick Plan or Full Plan. Quick Plan builds the proposal in about 30 seconds. Full Plan runs the full analysis now.

On a call with no client record yet? Quick analysis in the top bar gives a savings estimate in seconds.

2Check what the AI read

Open the client and go to Return & facts. Every figure the AI read links to its page in the PDF ("1040 · line 11 · p.2"). Click one to check it.

No return yet? Drop it on Return & facts. The AI reads it and attaches it to the client's plan. Or send a Request and the client uploads it in their portal.

3Create and send the proposal

Press Build the proposal on the summary card. In about 30 seconds you get a First look: the estimated savings, the strategies behind it and a suggested fee. Change the fee if you like, then press View proposal and Create proposal. It can come with an invoice. You then see the proposal exactly as the client will, before anything is sent. Email it from there, present it, or copy its link. Quick Plans and proposals are free on every plan.

4The full plan builds while they decide

Creating the proposal also starts the full plan in the background. You don't have to wait: a notice tells you when it's ready, and you can review it right away. No proposal? Press Run the full plan. Three AI specialists work in order:

🔍 Inspector

Reads the return & flags issues / missing items.

💡 Strategist

Finds every strategy that fits, with dollar savings.

✅ Auditor

Independently checks the math & IRS citations, and notes anything you should double-check.

A few minutes. It saves on its own, so you can leave the page. If you built a proposal first, its First look stays on screen while they work. On Entry, a full plan uses one plan credit, and so does the full plan a proposal starts. Running the same plan again within 30 days is free.

5Review the plan

The Plan tab lists every strategy by category with its dollar figure. Tick the ones to recommend. More on this strategy explains what it is, how to set it up and what must be true first. Save a selection as a scenario and compare up to three side by side. Before / after shows federal and state tax before and after the plan. Changed the client's income or filing status? The plan re-prices right away. Run it again to refresh the write-up. Changed their state or client type? The plan is flagged for a re-run, because that can change which strategies apply. Have a question? Type it in Ask about this client on the summary card and the AI assistant answers.

6Deliver

On Deliver, tick what the client will see, then press Send plan. The client gets a secure portal in your brand to review the plan, ask questions and accept with an e-signature. You're notified the moment they accept. Present to client turns the same numbers into a slide deck for a screen share. Download plan gives you the PDF, with the authority behind each strategy.

Sent a proposal with an invoice? Sending, presenting or sharing the plan waits until it's paid. Paid outside Stripe? Open More, then Billing, and mark it paid. Need to deliver it before they pay? Deliver anyway… asks why and records your reason on the client's history. Your own PDF is never held.

Part 2 — Every feature, explained

What's inside, screen by screen

The menu on the left has Dashboard, Clients and My firm. Everything else is under More. Here's what each part does.

Dashboard + AI assistantDashboard · More

Your command center. The AI assistant is one click away under More.

Ask across your book: "Which clients have a balance due?" · "Whose portals were never opened?" · "Who accepted but hasn't implemented?" Answered from your live data.
Do things by chat: "Request the W-2 from Jennifer" (creates her checklist and emails her) · "Email Marcus his value report" · "Invoice Sarah $5,000 for Q3."
Add clients by chat: describe a client or drop their return. The assistant creates the client and asks whether you want a Quick Plan or a Full Plan.
What needs you: the dashboard counts proposals to send, plans ready to send and clients who haven't answered yet, and shows each client's next step.

Clients — one record per clientClients

Open any client for one record: the facts, the plan, requests, documents, invoices, messages and history. The Tax plan summary card always shows the next step.

The 3-agent analysis: Inspector reads the return → Strategist builds the plan (dollar-sized, citation-backed) → Auditor verifies it. A few minutes.
Tax projection: a deterministic calculator (no AI) — income → liability → balance due/refund with quarterly catch-up amounts. Prefills from the profile; feeds the AI agents; drives estimated-payment reminders.
Document requests: build a checklist ("W-2, 1099s, prior return…"), the client gets upload slots on their portal and automatic reminders until it's complete. Save lists as reusable templates.
Implementation playbooks: every accepted strategy has a step-by-step execution checklist. Assign the remaining steps as tasks in one click.
Invoices: create one-time or recurring (monthly / quarterly / annual) invoices, email branded copies, track Sent / Paid.
Linked entities: connect the S-Corp, the LLC, the trust. The AI plans across the whole group (with controlled-group safeguards) and shows combined savings.
Already a client? Drop their return on Add client. It shows which blank fields the return fills and which figures disagree with your record. Nothing you entered is overwritten.

Deliver — reports and documentsOn the client record

Strategy report (branded PDF) · client letter · year-over-year comparison · a form-and-line summary for your tax software.
Advisory proposal: set your fee as a % of savings (with the ROI shown, e.g. "4× first-year return"), generate a branded proposal, and send it for e-signature.
Engagement letter with e-sign: the client reviews and signs right on their portal; you're notified instantly.
Compliance module: per-strategy checklists (§170(f)(8) acknowledgments, Form 8283…) with reviewer sign-off and a printable compliance package.

The client portal — your brand, their experienceClient-facing

Interactive plan: clients toggle strategies and watch their estimated tax drop live (before → after bars), then accept with an e-signature.
Learn-more explainers: plain-English education on every strategy — fewer nervous phone calls.
Document checklist: exactly what you asked for, with an Upload button per item.
Documents to sign: proposals and engagement letters, signed on any device.
Messages, files, and an AI Q&A that answers their plan questions in plain English.
Referral card: happy clients introduce friends — referrals land straight in your pipeline.
Feedback & testimonials: star ratings with a "you may quote me" consent box.
English / Español toggle, and clients can add the portal to their phone's home screen.

Sales & CRMMore · Pipeline · Marketing · Practice

Pipeline: a governed kanban (stage reasons, staleness flags, per-stage totals) from new lead to engaged — a lead converts into a real tax case in one click.
Lead record hub: activity timeline, notes, tasks, documents, meetings, emails — everything on one page.
Campaigns: a visual drip-flow builder with open/click branching.
Tasks: overdue-first buckets, priorities, client links, multi-assignee.
Meetings + booking page: a Calendly-style public booking link with your availability, confirmations emailed automatically.
Website widget: a lead-gen chat for your site that qualifies visitors and drops them into the pipeline — with your branding.
CSV import wizard: Drake/ProConnect-friendly column auto-mapping with per-row error reporting.

Automations that run while you sleepDaily

Estimated-payment reminders: you're notified before every 1040-ES deadline for clients with a projected balance due — and (opt-in) your clients get a branded reminder too.
Document chasing: pending requests remind the client every few days until the checklist is done.
Annual review autopilot: every January, fresh cases are drafted for every client with a completed prior year — you review and run them.
Client lifecycle emails (opt-in): a "what happens next" note after acceptance, then quarterly check-ins.
Recurring invoices: retainers issue and email themselves on schedule.
Monthly practice report: your numbers (analyses, savings found, acceptance, implementations) emailed on the 1st.
Income-drift alerts: a client's income moved >15%? You're told to re-run before the plan goes stale.

Analytics, value & growthMore · Analytics

Analytics: savings found, acceptance rate, top strategies, and a verified implementation track record (projected vs actual).
Client value report: a white-label one-pager of verified + projected savings for the renewal conversation, emailable in one click from the client record.
Tax calendar: every deadline that matters per client type, flagged as they approach.
Custom strategies: teach the AI your firm's own playbook. It recommends them to qualifying clients automatically.

Firm settings — white label & controlMy firm

White label: your logo, brand colors, portal name — clients see YOUR firm on the portal, reports, and emails (sender name included).
Team: invite staff and set their roles.
Security: two-factor authentication on your account.
Integrations: outbound webhooks (analysis complete, plan accepted, document uploaded, deliverable signed) + a read-only API key for Zapier/Make/custom tools.
Your data: one-click full export — clients, cases, strategies, invoices, document manifest.

Part 3 — Pro tips

Return first, always. Attach the return before you run the full plan. The plan is sharper with it.
Ran it without the return? Drop the PDF on Return & facts and run the full plan again. Running the same plan again within 30 days is free.
Use the assistant as your guide. Stuck anywhere? Open More, then AI assistant, and ask "how do I…?" It walks you through it or does it for you.
The Auditor's notes are a feature. When it flags "double-check this total" or "CGF looks low," that's your built-in second reviewer. Use it as a checklist before you send.
New tax year? Open the year menu at the top of the client record and choose Add a year.
Brand it once. Set your logo + colors in My firm and every client touchpoint becomes yours.

Part 4 — FAQ

Do I have to type all the client's numbers?

No. Upload the tax return and the AI reads them. Typing is only a backup when you don't have the return.

It said it "can't open files." What happened?

Attach the return on Return & facts before you run the full plan. Attached it after? Run the full plan again.

What does "Check a few numbers" mean?

The Auditor flagged something for you to confirm, like a figure or a strategy that needs paperwork. Read the Auditor's notes, adjust, and run the plan again if needed.

The savings number — how is it calculated?

It adds up the strategies you selected. The total is capped at 85% of federal tax, because strategies don't fully stack. Refundable credits are added on top. The Auditor checks the math.

Will my clients see "AI-TaxPlan"?

No. Once you set your logo and colors in My firm, the client portal and PDFs show your brand.

Is my client data private?

Yes. Each firm's data is isolated, every portal link is unique and secure, and nothing is shared between firms.

How long does a plan take?

A Quick Plan takes about 30 seconds. A full plan takes a few minutes. You can leave the page. It finishes and saves on its own.