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Description

Simplify your planning process without the complexities of traditional project management tools. You can create plans, monitor progress, and achieve results effortlessly through your browser, smartphone, or tablet. Join the ranks of countless organizations that have unlocked the benefits of Milestone Planner, a straightforward and effective way to create and manage plans. Whether it’s for long-term strategic planning or the day-to-day tasks that require attention, you can establish timelines, set milestones, and even invite your team to collaborate, enabling you to start making strides today. With Milestone Planner's innovative visual design, everyone on your team can quickly grasp the overall project status. You can effortlessly zoom in and out to focus on specific dates or details, allowing you to view as much or as little information as necessary. The user-friendly web interface ensures that updating your plans takes mere seconds instead of hours, making project management more efficient. Simply drag and drop elements to modify your plans, and with just one click, export professional-grade documents for presentations and reports. Experience how uncomplicated planning can be with Milestone Planner. Take control of your projects today and witness the transformation in your planning efficiency.

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

$3.21 per user 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

SocialOptic

Country

United Kingdom

Website

socialoptic.com

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Product Features

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

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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