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Average Ratings 0 Ratings

Total
ease
features
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support

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Description

Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.

Description

Instant Bloomberg serves as a vital communication tool for professionals within the global financial sector, seamlessly integrated with the Bloomberg Terminal. Our innovative chat-parsing technology allows users to extract chat text, embed essential deal information, and transmit it directly to their trading platforms. Additionally, all chat exchanges are archived for auditing purposes, ensuring compliance with regulatory standards. Instant Bloomberg facilitates the sharing of screens, data sets, charts, and Excel documents, fostering effective collaboration with both colleagues and trading partners. With a fully integrated communication system, users can design and instantly distribute live data, charts, analyses, and lists to both internal teams and external contacts. This capability enables seamless collaboration across various markets and regions without the need to switch between multiple applications. Furthermore, with Bloomberg Anywhere, users can access their Bloomberg accounts on any Internet-enabled PC or mobile device, enjoying the same high-quality, real-time data and robust security features. This level of accessibility and integration enhances the efficiency and effectiveness of communication in the fast-paced financial environment.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Behavox No 
Bloomberg Terminal No 
Microsoft Excel No 
Rightworks Yes 

Integrations

Behavox Yes 
Bloomberg Terminal Yes 
Microsoft Excel Yes 
Rightworks No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

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

Vendor Details

Company Name

Bloomberg

Founded

1981

Country

United States

Website

www.bloomberg.com/professional/product/collaboration/

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Product Features

Team Chat

End-to-End Encryption (E2EE) No 
File Sharing No 
Groups / Channels No 
Payments No 
Search / Filter No 
Self-Destructing Messages No 
Stickers / GIFs No 
Threaded Discussion No 
Video Conferencing No 
Voice Calling No 

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