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Description
TAXX SAVAGE offers an affordable start-up investment with a user-friendly software platform hosted in the cloud, complemented by a comprehensive suite of training videos that simplify the tax preparation process. Don't underestimate the power of our competitively priced software; it comes packed with all the essential features you need! Additionally, there’s no revenue sharing involved, and you won’t need an EFIN to access our software. Our dedicated team is here to motivate and support you as you work towards achieving the financial independence you desire. We equip you with the necessary tools to launch and expand your tax business, including guidance on effective marketing strategies. You will have access to everything required to operate and grow your business, akin to major franchises. Even if you opt out of our optional marketing package, our video training program includes valuable insights into marketing essentials, ensuring you’re well-prepared for success. With our resources at your fingertips, you’ll be well on your way to building a thriving tax preparation business.
Description
Tax laws evolve swiftly, making it challenging for clients to keep up with their obligations. It is essential to create effective strategies that position them favorably for the upcoming tax seasons. Thomson Reuters Planner CS tax planning software is updated throughout the year to incorporate new regulatory changes, enabling you to deliver comprehensive insights to your clients with ease. You can conduct analyses that evaluate various scenarios, such as joint versus married filing separately, and present your findings in polished, user-friendly formats. Discover how Planner CS equips you with robust tools that not only save time but also guarantee precision, allowing you to deliver a professional tax analysis that guides your clients in making informed tax planning decisions. Additionally, you can formulate tactics to minimize your clients' tax liabilities, monitor carry-forward items for subsequent years, and compute necessary payments, among other functionalities. With its intuitive navigation and efficient templates, you can swiftly tackle intricate tax planning challenges your clients may face. Ultimately, this software empowers you to enhance your service offerings, reinforcing your role as a vital resource in their financial journey.
API Access
Has API
API Access
Has API
Integrations
Ace Cloud Hosting
Octane11
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Taxx Savage
Country
United States
Website
taxxsavage.com
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs
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
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