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Description

Corporate Planner Sales empowers users to swiftly address any sales-related inquiries while maintaining a focused approach on sales opportunities and product offerings. This powerful software solution facilitates multidimensional analysis, accompanied by planning and simulation capabilities. With Corporate Planner Sales, sales management personnel have the flexibility to strategize across various factors such as employees, regions, countries, products, and product categories, allowing for the comparison of different scenarios and trends, as well as the examination of top-down distributions. The software simplifies the intricacies associated with multidimensional data. The pivotal question, “Who’s selling what to whom?” is tackled daily by the sales team from numerous angles. Given the intricate frameworks and vast number of dimensions that sales departments navigate, Corporate Planner Sales clarifies the connections within multidimensional datasets, enhancing staff members’ ability to evaluate the consequences of their choices. As a result, they become more adept at adapting to shifts in market dynamics, ensuring their strategies remain relevant and effective.

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

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero

Pricing Details

No price information available.
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

CP Corporate Planning

Founded

1989

Country

Germany

Website

www.corporate-planning.com/en/

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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

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