Average Ratings 1 Rating

Total
ease
features
design
support
Read all reviews

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Right Networks

Integrations

Right Networks

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

pro.bloombergtax.com/income-tax-planner/

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

www.equisoft.com/products/wealth-planning-plan

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Product Features

Alternatives

Alternatives

Moneytree Reviews

Moneytree

Moneytree Software
TaxWise Reviews

TaxWise

Wolters Kluwer
MoneyGuidePro Reviews

MoneyGuidePro

MoneyGuide