The Tools You Need

The Accountant Portal

Software for the Trusted Advisor

Now you can enjoy the firm level tools you need so that every client has great tax planning.  Automated communications, streamlined setup, and better pricing means you can do what you do best....   

Make clients smile.

Get StartedWatch the Demo

New User Training: Every Tuesday @ 1pm EST

Hosted by Christopher G. Ragain, CPA/RTP

Founder of Tax Planner Pro

Close More Business With Tax Planning

See "Real World" examples of how tax planning sells...

Accountants have a choice to make every time they sit down with a potential prospect.  How will you offer your services?  How will you price them?  What will differentiate you from other accountants?

This free eBook explores how tax planning can make closing sales easier, and even how it can bring clients through the door.

Thank you!  Check your email, your eBook will be waiting there!  Check your junk email too, spam filters sometimes mistake us....

Oops! Something went wrong while submitting the form

Tax Planning Can Double Your Revenue

Watch This Video Right Now!

You have never seen the inside of a CPA firm like this!  Christopher G. Ragain, CPA/RTP takes you inside is million-dollar accounting firm Ragain Financial with the goal of showing you how Tax Planning is the key to big profits and lots of clients.

This first video gives you an overview of the more than 15 hours of content you will see inside the Tax Planner Pro Accountant Portal.

Special Tools & Resources for Accountants

The Accountant Admin Portal

  • Quickly manage all of your clients from one interface.  Billing, password resets, and client communication all in one place.
  • New data entry options for accountants and bookkeepers that streamlines the setup process and makes new client onboarding much faster.
  • "Ghost In" to any client account while they are logged in as well.  Presentations and explanations are simple with the Accountant Admin Portal!

The "Tax Planning Mastery" Course

  • Learn the "Best Practices" for implementing tax planning services into your business & how to get paid for them.
  • Even if you have never prepared tax projections before, this course will make you an expert.  If you want to start tax planning with clients, this course will show you how!
  • See why you can leverage tax planning all year & how Tax Planner Pro can be a huge "Smile Maker" during Tax Season!  We uncover several new ways to use tax planning!

The New Accountant Portal

Manage, Setup, and Plan For Your Clients From One Screen.

Simple Beautiful Design

The new Accountant Portal puts professional tax planning tools for all of your clients at your fingertips.  The portal shows you all of your critical client data but is simple to navigate and teach staff members on.

Built on the same foundation as Tax Planner Pro the accountants portal has a familiar design and navigation.  But with improved data entry workflow and faster setup structure you will save time and increase your effectiveness.

Sync to All Your Clients

Better than your tax software because we can sync to your clients accounts in real time.  Both you and your customers will have real-time data, not old numbers from last year.

Sell More Tax Plans

The Accountant Portal has new features like the "Tax Savings Potential" calculator

Simply connect a client's QuickBooks file or manually enter their business income and expense.  From there the Accountant Portal calculates the potential savings the client is not utilizing and you can effectively sell more business by mentioning that to the client.  Best of all, we show you how in the Tax Planning Mastery course.

Automated Communications

Setup each client to receive emails and reports that show them their tax estimates and details of how they are doing month to month.

Proactive accountants earn over 70% more revenue than accountants that do no tax planning at all.  Turn your practice into a cash machine by simply syncing to the software you already have.

Upload Your Tax Returns

Tax Planner Pro can read your tax returns and do all the data entry for you.  The first software of it's kind to completely automate the tax planning process.

Tax Planner Pro can read your Form 1040, 1120S, 1065, 1040-ES and other documents.

Simply upload your tax forms from last year to the "Vault" and Tax Planner Pro will do the rest!

Tax Planning Mastery Video Course

Over 25 Lessons On How To Offer Tax Planning Services To Clients.

Made For Beginners

This FREE course had the beginner in mind from the start.  We go over basic tax planning theory as well as step-by-step instruction of how to prepare simple tax plans as well as advanced concepts.

Christopher G. Ragain, CPA, the founder of Tax Planner Pro, makes tax plan training entertaining and fun, while making sure you get the very best instruction.  When you finish this class, you will be a pro!

Learn Best Practices In Your Firm

Christopher G. Ragain, CPA has done over 6,000 tax plans in his 15 year career.  No one in the country has more experience or know-how when it comes to teaching you the basics of tax planning and advanced concepts.

As an added bonus, Christopher will take you through how to setup a tax planning service in your firm and how to earn big money from the offering.  If you are a bookkeeper, tax preparer, accountant, CPA, or EA and you want to make more money, this course is for you!

The Registered Tax Planner™ Designation

The New Standard Of Tax Planning Competency & Benefit

  • Show new clients your tax planning expertise... Use the logo on your website & letterhead.

  • Exclusive use of The Registered Tax Planner™ Logo and initials after your name

  • Monthly webcasts hosted by Christopher Ragain covering best practices and new opportunities

  • Membership in the RTP Facebook Group where you can network with collegues and RTP™ staff

  • All This Included For Free With Your Tax Planner Pro "RTP Plan" Membership!

Accountant Package Pricing

Choose From 2 Monthly Plans That Fit Your Needs.

Mini

$39 /month

Up To 10 Clients
Tax Planning Mastery Course

RTP Designee

$99 /month

Up To 150 Clients
Tax Planning Mastery Course
Registered Tax Planner™ Exam
Registered Tax Planner™ Priority Chat Support
Registered Tax Planner™ Events and Meetings 
Money Back Guarantee
** Within the first 7 days after purchase, if you wish to cancel your subscription and receive a full refund, simply contact support via the "in app" chat and we will honor your request, no questions asked.

See How Tax Planner Pro Can Help Your Firm: