Average Ratings 22 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Streamline collaboration with Microsoft Planner, transforming disorganized teamwork into efficient productivity! This tool simplifies the process for teams to initiate plans, allocate and organize tasks, share documents, engage in discussions about ongoing projects, and monitor progress updates. You can easily access Planner via the Office 365 app launcher with just one click. From there, you can swiftly set up a new plan, form a team, designate tasks, and adjust statuses—all in a few straightforward steps. Each plan features its own dedicated board, enabling you to arrange tasks into various categories. You can sort tasks by their current status or by the team member assigned to them. Adjusting task statuses or changing assignments is as simple as dragging and dropping items between columns. The My Tasks view offers a detailed overview of all your assignments and their current statuses across every plan you are involved in. When collaborating on a project, each team member has clear visibility into who is handling which tasks. Tailored for Office 365, Planner allows you to attach relevant files to specific tasks, collaborate on those documents, and hold discussions centered around particular assignments, fostering a more connected and efficient team environment. Additionally, the intuitive interface encourages all users to stay engaged and informed as projects progress.

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

BindTuning
Businessmap
CRES
Datameer
FluentPro Backup
Inspire Software
Meisterplan
Microsoft Graph
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft To Do
PPM Express
Power Framework
Quickwork
Storyals
Sunrise HR Case Management
Synigo Pulse
TrackingTime
iCoPlan

Integrations

BindTuning
Businessmap
CRES
Datameer
FluentPro Backup
Inspire Software
Meisterplan
Microsoft Graph
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft To Do
PPM Express
Power Framework
Quickwork
Storyals
Sunrise HR Case Management
Synigo Pulse
TrackingTime
iCoPlan

Pricing Details

$5 per month
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

Microsoft

Founded

1975

Country

United States

Website

products.office.com/en-us/business/task-management-software

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Product Features

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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

Alternatives

Smartsheet Reviews

Smartsheet

Smartsheet.com

Alternatives

Tempo Portfolio Manager Reviews

Tempo Portfolio Manager

Tempo Software
Bloomberg Income Tax Planner Reviews

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
OIC Tax Planner Reviews

OIC Tax Planner

iConcepts