Moving Lifetime Subscription to the New Platform

Details for how to access the new Tax Planner Pro software application
Written by Sara Carlin
Updated 1 week ago

Important Note:  This process can only be used by lifetime subscribers already in our database from the legacy software system.  The code below will not work if you are not already a lifetime subscriber.

If you have any trouble with the process, please reach out to support at support@taxplannerpro.com.

  • The first step is to sign up in the new software as a regular user.  This will create  your new account.

Sign up here:  https://app.taxplanner.pro/signup

  • Once at the sign up page, enter your email address enter your email address and then click to Sign Up.
  • Next you will fill in your contact details such as name, password and phone number.  The last data point is for your custom subdomain.  For more information about what that is, click here
  • After signing up, you will be taken to a plan selection page
  • On that screen select the Lifetime plan from the subscription options
  • In the coupon code section, enter the code TPPLEGACY and the click "Apply"

  • Finally, click on "Purchase Subscription" at the bottom of the screen

You will continue to have access to the legacy Tax Planner Pro system until we close that down on 10/31/25.  However, it will no longer be updated for new years or tax law changes.

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