Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.

Description

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppBilling No 
Aria No 
BiznusSoft HR No 
CSG Encompass No 
CoinRoutes No 
Infor CloudSuite Industrial Enterprise No 
Knolli Yes 
Longview Tax No 
MINDBill No 
Matrix Frontier No 
Microsoft Dynamics 365 No 
Oracle Fusion Cloud ERP No 
Pinnacle Cart No 
QuickBooks Online Advanced No 
Recurly No 
RentalResult No 
SAP Business ByDesign No 
SAP ERP No 
Salesforce Agentforce Commerce No 
Tridens Monetization No 

Integrations

AppBilling Yes 
Aria Yes 
BiznusSoft HR Yes 
CSG Encompass Yes 
CoinRoutes Yes 
Infor CloudSuite Industrial Enterprise Yes 
Knolli No 
Longview Tax Yes 
MINDBill Yes 
Matrix Frontier Yes 
Microsoft Dynamics 365 Yes 
Oracle Fusion Cloud ERP Yes 
Pinnacle Cart Yes 
QuickBooks Online Advanced Yes 
Recurly Yes 
RentalResult Yes 
SAP Business ByDesign Yes 
SAP ERP Yes 
Salesforce Agentforce Commerce Yes 
Tridens Monetization Yes 

Pricing Details

$300 per month
Free Trial Yes 
Free Version No 

Pricing Details

Contact Vertex for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

TaxPlanIQ

Founded

2020

Country

United States

Website

www.taxplaniq.com

Vendor Details

Company Name

Vertex Inc.

Founded

1978

Country

United States

Website

www.vertexinc.com

Product Features

Tax Planning

Detailed Savings Calculations Yes 
Export Branded Proposal Yes 
Export Branded Tax Plan Yes 
Multi-Entity Planning Yes 
Multi-Year Planning Yes 
Proposed Legislation Planning Yes 
State & Local Planning Yes 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Corporate Tax

Compliance Management Yes 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Sales Tax

Address Validation Yes 
Audit Trail Yes 
Consumer Use Tax Yes 
Exemption Management Yes 
Tax Calculator Yes 
Tax Filing Yes 
Taxability Verification Yes 
Transaction Tracking Yes 
Value Added Tax (VAT) Yes 

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing Yes 
Tax Forms No 
Workflow Management No 

Alternatives

Alternatives

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