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Description
Many prominent accounting software options are overly complex for the needs of modern small businesses, often requiring extensive initial setup that can take an hour or more before the user can begin utilizing the program. In contrast, our Excel Business Planner allows you to develop your financial strategies, log outcomes, or generate invoices in mere seconds. Unlike many accounting platforms that keep your financial information stored online, limiting access to when you're connected to the internet, our Excel Business Planner provides the flexibility to work whether you're online or offline. Since it operates as an Excel spreadsheet, there’s no need for any additional software installations—simply download the spreadsheet and start immediately. This streamlined approach ensures that small business owners can focus more on their operations rather than getting bogged down by complicated software setups. With our solution, you can take control of your finances effortlessly and efficiently.
Description
Tax planning has long been a daunting task for small business owners due to intricate IRS regulations, challenging forecasting models, and a lack of accessible professional guidance. However, Tax Planner Pro revolutionizes this process with its user-friendly interface, straightforward instructional materials, and dedicated experts ready to assist you in every aspect of tax strategy and savings. By linking your financial data to Tax Planner Pro, our innovative tax strategy engine, IVAN, will assess your current financial situation and create a tailored tax plan specifically for your business. We promise to help you minimize your tax liability to just one dollar, guaranteed—whether that requires five strategies or thirty, we are committed to achieving your goal. Additionally, Tax Planner Pro ensures that your information is always current with automatic weekly updates synced to QuickBooks Online and Xero, making it a hassle-free experience. The setup process is quick and only takes a few minutes, allowing you to focus more on your business while we handle the complexities of tax planning. With Tax Planner Pro, small business owners can finally approach tax season with confidence and clarity.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Xero
Pricing Details
$59.95 one-time payment
Free Trial
Free Version
Pricing Details
$499 per year
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
Simpleplanning.com
Country
United States
Website
www.simpleplanning.net
Vendor Details
Company Name
Tax Planner Pro
Founded
2015
Website
www.taxplannerpro.com
Product Features
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
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