Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

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.

Description

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Acumatica Cloud ERP
CSG Encompass
CoinRoutes
Infor CloudSuite Industrial Enterprise
Infor LN
JD Edwards EnterpriseOne
Kenandy
Lucidworks
MINDBill
Magento
Matrix Frontier
Microsoft Dynamics 365
OroCommerce
RentalMan
RentalResult
SAP Concur
Sage 100
Salesforce Agentforce Commerce
Tridens Monetization

Integrations

QuickBooks Online
Acumatica Cloud ERP
CSG Encompass
CoinRoutes
Infor CloudSuite Industrial Enterprise
Infor LN
JD Edwards EnterpriseOne
Kenandy
Lucidworks
MINDBill
Magento
Matrix Frontier
Microsoft Dynamics 365
OroCommerce
RentalMan
RentalResult
SAP Concur
Sage 100
Salesforce Agentforce Commerce
Tridens Monetization

Pricing Details

$499 per year
Free Trial
Free Version

Pricing Details

Contact Vertex for pricing details.
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

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Vendor Details

Company Name

Vertex Inc.

Founded

1978

Country

United States

Website

www.vertexinc.com

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

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

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Alternatives

Alternatives

Bloomberg Income Tax Planner Reviews

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
OIC Tax Planner Reviews

OIC Tax Planner

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