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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

Plan-IT™ is a sophisticated planning management system developed by ATSER, which streamlines the planning stage of engineering and construction projects. This innovative, technology-driven system has been effectively utilized for planning initiatives ranging from small-scale projects to those with budgets in the billions. Plan-IT™ offers extensive customization options to align with your specific workflow and functional needs. The software ensures that all forms and reports can be tailored to match your existing documentation seamlessly. Additionally, Plan-IT™ consolidates all project information into a centralized, easily accessible repository that remains up-to-date. As a fully web-based application, it eliminates the need for any downloads on the client side, enhancing user convenience. It includes features for customizable account management, code tracking, funding source logs, and fund reallocation. Users can easily manage project logs, budgets, forecasts, and import estimates, making it a comprehensive tool for efficient project management. With its robust capabilities, Plan-IT™ empowers teams to work more effectively and make informed decisions throughout the project lifecycle.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Rightworks

Integrations

Rightworks

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

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

Vendor Details

Company Name

ATSER

Founded

1993

Country

United States

Website

www.atser.com/plan-it/

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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