TaxPlanIQ
PrivateLast Round
Accelerator
Feb 28, 2023
Total Funding Raised
$25,000
Momentum
Top 5%
of companies Caplight tracks
Company Overview
TaxPlanIQ is a financial software company that provides an AI-powered tax planning platform for accounting and tax advisory firms.
Sector
Enterprise Software
Verticals
Accounting & Expense, Vertical SaaS, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
TaxPlanIQ Comparables
Compare TaxPlanIQ with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Juno | 87% | |
| Holistiplan | 84% | |
| Instead | 83% | |
TaxPlanIQ Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Feb 28, 2023 |
Key People
Founding team and executive leadership
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2026
Grew 17% QoQ, from 18 to 21 employees.
- Jul 24, 2026
Monthly visitors grew 99% MoM, reaching 29.9K.
TaxPlanIQ Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about TaxPlanIQ's valuation, stock price, and market status.