PlanTaxOS is the operating system for modern tax professionals. Client tracking, revenue forecasting, deadline management, and growth automation, all running 24/7 so you can focus on advisory work.
Everything a scaling practice needs, without the overhead of hiring an operations team.
Track every prospect from first contact through engagement. See who needs follow-up, who's approaching filing deadlines, and where revenue comes from.
Automated tracking of quarterly estimates, extension deadlines, and annual filings. Never let a client miss a date again.
See seasonal patterns, predict cash flow, and plan capacity. Know exactly when to hire or scale back based on real data.
Automated outreach to potential clients, competitor monitoring, and market analysis. New business finds you instead of the other way around.
Manage active representation cases, track correspondence, and stay on top of resolution timelines for every client interaction with the IRS.
Wake up to a summary of what happened overnight. Client outreach sent, deadlines approaching, revenue collected, and tasks completed while you slept.
Import your client list, set your service tiers, and define your capacity. PlanTaxOS maps your entire operation.
Automated follow-ups, deadline reminders, prospect identification, and competitor tracking run continuously without you touching anything.
With operations handled, you spend your time on what matters: strategic tax planning for your high-value clients.
PlanTaxOS turns a solo practice into an operation that grows itself. Every client tracked, every deadline met, every opportunity captured.