Opportunity identification
Surface planning signals from return history, income changes, entities, elections, notices, and other available client context.
Tax planning software for tax professionals
Turn completed returns into higher-value planning.
Practice 360 connects return data, client history, entities, documents, and professional insight to help your firm identify planning opportunities and move the right clients into proactive advisory engagements.
✓Your tax professional reviews every scenario and approves each recommendation before it reaches the client.
2026 Planning OpportunityPrepared for professional review
JM
Jack MillerIndividual · 3 connected entities · Client since 2021
Opportunities4 identified
Scenarios3 compared
Estimated impact$18,400
Review statusProfessional review
Return history · Entities · Elections · Income · Notices · Client goals
Find advisory opportunities already in your client base
See who needs a plan—and why it matters now.
Practice 360 uses connected client context to surface potential planning conversations without asking your team to rebuild the client’s story from scattered files.
Complete client picture
See individuals, businesses, partnerships, trusts, ownership structures, and related planning work together.
Actionable follow-up
Move an identified opportunity into an assigned planning workflow, professional review, and client conversation.
From return review to advisory engagement
Turn tax data into a planning conversation your client can understand.
Give your professionals a structured path from opportunity discovery through scenario review, recommendation, approval, and client delivery.
01
Identify
Find clients whose current facts may justify proactive tax planning.
- Return and filing-history signals
- Entity and ownership context
- Income and life-event changes
02
Compare
Organize assumptions and compare planning scenarios for professional evaluation.
- Side-by-side scenario support
- Assumptions and source context
- Estimated outcome comparison
03
Recommend
Turn the selected approach into a clear, client-ready planning recommendation.
- Strategy explanation
- Action items and timing
- Supporting client communication
04
Review and deliver
Keep professional judgment, approval, and client delivery inside a controlled workflow.
- Professional review
- Approval and sign-off
- Follow-up and implementation tracking
Planning with connected client context
Build the plan around the whole client—not one isolated return.
Connect tax years, entities, ownership, documents, conversations, notices, and stated goals so professionals can understand what changed and what planning options deserve review.
Individuals, businesses, trusts, and partnerships
Linked ownership and entity relationships
Return, election, notice, and planning history
Assumptions, deadlines, approvals, and next actions
Planning contextAUTHORIZED ACCESS
Jack Miller · Individual
Summit Collective LLCOwner compensation
Northstar Assets LLCAsset and income strategy
2025 Individual ReturnBaseline complete
2026 Scenario Review3 options compared
Client Planning MeetingReady to schedule
Grow advisory revenue from clients you already serve
Make tax planning a repeatable service—not a one-off project.
Create a consistent path for finding suitable clients, scoping the engagement, preparing recommendations, securing approval, and tracking follow-through.
For your client
A clearer path from tax return to proactive advice.
Help clients understand why an opportunity matters, which assumptions were used, and what they need to do next.
- Plain-language recommendations
- Defined actions and timing
- Connected follow-up and implementation
For your practice
A scalable higher-value advisory workflow.
Give your team a repeatable planning process that builds on client relationships and tax knowledge already inside the firm.
- Opportunity pipeline and ownership
- Professional review and sign-off
- Recurring planning engagements
Professional judgment remains in control
AI supports the planning work. Your tax professional makes the recommendation.
Practice 360 organizes context, assumptions, scenarios, and workflow while authorized professionals evaluate the strategy and approve every client-facing deliverable.
Set ownership
Route the planning opportunity to the right professional with a defined scope and deadline.
Compare scenarios
Review relevant facts, assumptions, potential strategies, and estimated outcomes.
Apply judgment
Validate the recommendation, address exceptions, and document professional decisions.
Control delivery
An authorized professional signs off before the plan or recommendation reaches the client.
Tax planning software FAQs
Questions tax firms ask about building a planning service.
What is tax planning software for tax professionals?
It helps a tax firm organize client context, identify potential planning opportunities, compare scenarios, prepare recommendations, and manage professional review and client delivery.
Can it identify planning opportunities from a completed return?
Practice 360 is designed to use available return and client context to surface potential opportunities for professional evaluation. It does not automatically determine that a strategy is appropriate.
Does it replace the tax professional’s judgment?
No. Qualified professionals validate facts and assumptions, evaluate strategies, make recommendations, and approve all client-facing work.
Can we compare multiple tax-planning scenarios?
The workflow can organize assumptions and estimated outcomes so professionals can compare supported scenarios and document the reasoning behind a recommendation.
Can planning connect to our client records and CRM?
Yes. Practice 360 includes connected client-management capabilities and can work with supported external systems as part of the firm’s integration strategy.
Can we start with tax planning without buying every product?
Yes. Your firm can start with Practice 360 tax planning and add Automated Tax Prep or TaxAutomate AI Front Desk when ready.
Turn more tax-return clients into proactive planning relationships.
Tell us how your firm identifies planning opportunities, compares strategies, and delivers recommendations. We’ll show you where Practice 360 can strengthen the workflow.
Build on connected client contextCreate a repeatable planning serviceKeep professional judgment in your control