The smartest people in business build one business, take profits and inject into multiple businesses after.
Create one gem π
Buy the rest.
Easy.
Watch Taxplow find $620,221 in savings for a business in 23 seconds.
Just connect it to your accounting firm and use it real-time with clients.
Works over Zoom or Teams with both new or existing clients.
By the end of your client meeting it will:
-Show you how much money you can save them
-Recommend how much to charge
-Itemize recurring and one-time service fees
-Find tax savings opportunities
-Compare the business to competitors
-Shows where they may be losing revenue
-Generates a full step-by-step tax savings plan
-Creates an itemized list of all the services they will need from you including bookkeeping, outsourced CFO and tax compliance.
-Does this for up to 4 business entities per business owner
-Understands and calculates across 1040s, 1120-S, 1120-C and 1065s
-Automatically creates a client-ready proposal that you click a button to send to the client
-No need to change payment processor for billing
Currently invite-only for US-based accounting firms.
(See link in comments below for invite and to see if your firm qualifies)
An AI that will find money for your accounting clients in less than 23 secs.
Just feed it your client info then sit back and watch....
No need to spend hours/days figuring out how to save clients money anymore.
You are looking at a recording of Taxplow's latest AI upgrade.
It sifts through hundreds of strategies and deductions in just a few secs.
Currently available only for CPAs, tax pros and certified enrolled agents.
Just out of beta, Taxplow is saving accountants about 12.5 hours/week.
To put that into context, imagine you're a $500K-$10M firm servicing 100 to 5000 clients.
The problem is that the partner or tax accountant needs to not only spend time searching for tax strategies...
But also to understand if they even apply, if they conflict, site the IRC codes, figure out the math, figure out your fee, etc, then put it into a pretty client-facing sales presentation.
From experience this gets pretty tedious.
Even worse, is that sometimes we go through all this trouble spending days on the perfect client presentation to project tax, bookkeeping, and outsourced CFO recommendations and savings--BEFORE they are even a client!
Or perhaps worst of all, they take all of our hard work and either try to do it themselves "for free" or give our recommendations to their existing accountant.
Frustrating.
Wasted time in endless meetings, gathering tax info, connecting to their books, doing the "two call close"--and often never hearing from the potential client again.
So we spent a few years thinking about how we could end all this stress and basically automate this entire process.
How could we take accountants from that initial sales call to asking the right questions, knowing exactly what to say, not forgetting anything all while having a natural conversion with the client?
Whether your meeting is on Zoom or Teams or if the client is sitting right across from your desk--the Taxplow AI is working in the background to create the optimal strategy.
So you can show the client how professional you are...
While looking good. π
This recording is just a sample of how Taxplow helps accountants go from 60-80+ hour work weeks to actually leaving work on-time and with less stress.
Just in time for busy season.
If you want to figure out how to do this yourself w/o spending any money (without Taxplow), I just wrote a 61-page book on it.
Includes my process diagrams and screenshots of how we built a $100K/month firm.
Also a 117-minute screen-recording of the entire process.
This long and tedious manual process was the initial inspiration for why I built Taxplow (so I could actually see my family again).
Grab the book and full recording in the link in the comments below. π
(No email or signup necessary--all free.)
An AI accountant that gives free tax advice.
Its goal is to find as much tax savings as possible.
And even lets you visualize what your savings can buy.
I created this using the new OpenAI GPT engine.
You can ask it any question and it will provide education on your taxβ¦ x.com/i/web/status/1β¦
