Every client gets a tax Plan.
Generated in minutes.
Most firms only plan for their top clients. Now, with Taxfyle,
every household gets the same depth and a client-ready report.
How it works
Return in, tax Plan out
Upload
Select a client household and upload their 1040. Add supporting documents for deeper analysis.
AI Analysis
Plan scans 49 tax strategies automatically. Each recommendation includes a confidence score and estimated dollar impact.
Review & Refine
Explore results in a structured dashboard: tax brackets, action items ranked by impact, side-by-side scenario comparisons.
The Output
White-labeled PDF branded with your logo, colors, and disclaimers. Strategies, estimated savings, and talking points.
Close the loop
Plan done. File next year's return with Taxfyle and implement every strategy identified.
Walk into the meeting with a Client-Ready Report
Conversation Prep Included: Talking points, anticipated questions, and framing guidance. Built into every report.
Dual Output: Full analytical depth for you. Clean, branded summary for your client.
Deep tax intelligence,
not a chat guess.
Tax Strategy Analysis
Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.
Confidence Scores
Every strategy includes a confidence score, so you know exactly what to act on, what to investigate, and where to apply your judgment.
Scenario Analysis
Different plans compare side-by-side in editable columns. AI suggests the optimal path.
AI Chat
'What if the client retires next year?' 'What's the IRMAA impact of this Roth conversion?' Ask anything. The AI responds based on the actual return.
More than just a Plan.
It anchors the full suite.
Tax Filing
Strategies only work when they're executed. Our network of 7,200+ licensed professionals handles the filing work, from Roth conversions to amended returns and estimated payments.
Advisory
We know your clients are sophisticated. When a case needs deeper guidance, add Advisory to get on-demand access to a licensed CPA or Enrolled Agent for strategy discussions and second opinions.
Security is the
Foundation of Trust
Taxfyle's Premier Client Services uses encryption, SOC 2-compliant controls, two-factor authentication, and anomaly detection to ensure top-tier data security and compliance.
Questions & answers
Plan by Taxfyle is an AI-powered tax planning software that analyzes a prior-year tax return to identify strategies to reduce future tax liability. It applies tax planning strategies, estimates potential savings, and generates a client-ready report with actionable recommendations. The platform supports both advisory use and standalone use, and can connect planning with optional tax filing and CPA support.
Plan allows advisors to add tax planning as a scalable, data-driven layer to their existing services. It automates analysis and delivers structured insights that can be shared directly with clients. This helps advisors expand their offering without adding operational complexity.
Plan connects investment decisions with tax outcomes by showing the estimated tax impact of different strategies. It helps advisors improve after-tax returns by identifying opportunities to reduce tax liability. This makes financial planning more complete and results-driven.
Tax planning directly affects net returns, yet many opportunities go unaddressed. Plan surfaces tax strategies and quantifies estimated savings in dollars, making the impact clear. This helps advisors differentiate their services and demonstrate real financial value.
Yes, Plan by Taxfyle is designed as an add-on to services like tax planning and financial planning. It integrates easily by adding a layer of tax analysis with quantified insights. This expands value without adding operational complexity.
Tax savings vary based on each client's financial situation, but tax planning software like Plan identifies multiple opportunities to reduce tax liability across 49 strategies. Plan estimates potential savings in dollars for each strategy, helping advisors quantify the impact. This allows RIAs to show clear, data-backed value tied to after-tax returns.
