Tax Planner Pro Description

Tax planning was difficult for small business owners until now. Complex IRS codes, complicated projections models, and no professional assistance. Tax Planner Pro makes all this possible with an easy-to-understand interface and professional guidance. Once you connect your financial data to Tax Planner Pro, our tax strategy tool called IVAN will analyze and create a custom tax plan for your company and you. We will show how to reduce your tax bill by just $1.00. It may take five planning ideas, or it may take thirty, but we will reduce your taxes! Tax Planner Pro automatically syncs to QuickBooks Online every week. It takes only a few minutes to set up and is very easy.

Tax Planner Pro Alternatives
Thomson Reuters Planner CS Reviews
Thomson Reuters Planner CS
Your clients can easily fall behind as tax legislation changes rapidly. You can help your clients stay ahead of the tax filings for the next few years by intelligently designing strategies. Thomson Reuters Planner CS tax planning software is updated throughout the year to reflect new regulations. This makes it easy to give clients detailed insights. You can run analyses that consider multiple scenarios, such comparing married filing separately vs. joint filing separately. Then, you can compile your projections into easy-to-read, sleek presentations. Planner CS offers powerful tools that can help you save time and ensure accuracy. It will also help you present a professional tax analysis to help your clients make the best tax planning decisions. You can develop strategies to reduce tax liabilities for your clients, track carry-forward items for the future, calculate payments, or any combination thereof. Simple navigation and time-saving templates allow you to quickly and easily analyze complex tax planning requirements for your clients.
Learn more
Planning Pod Reviews
Planning Pod
(1 Rating)
Planning Pod's 20+ tools for venue and event professionals can help you save 62+ hours each month. Our venue management software suite provides venue managers and staff with an all-in-one platform to track every detail related to your event bookings. This includes booking calendars, emails communications, BEOs food-&-beverage order, floor plans / room layouts. Leads, proposals, invoicing, payment & more. Our event management software allows event planners, corporate planners and meeting planners as well as non-profits to manage thousands of details from one place. This includes attendees, budgets and tasks, floor plans, registrations/ticketing, communications, and many other details. Our event floor planning tool makes it easy for you to create professional event layouts in just minutes. It is also included with our event software and venue software packages. Join the 20,000 event professionals who rely on Planning Pod every day. Try it for 14 days free!
Learn more
Vertex Reviews
Vertex
(2 Ratings)
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.
Learn more
Corvee Tax Planning Reviews
Corvee Tax Planning
(2 Ratings)
Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.
Learn more

Pricing

Pricing Starts At:
$499 per year

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Tax Planner Pro
Year Founded:
2015
Website:
www.taxplannerpro.com

Media

Play Video Tax Planner Pro Screenshot 1 Tax Planner Pro Screenshot 2 Tax Planner Pro Screenshot 3
Recommended Products
Our Free Plans just got better! | Auth0 by Okta Icon
Our Free Plans just got better! | Auth0 by Okta

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your secuirty. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms
SaaS
Type of Training
Documentation
Videos
Customer Support
Online

Tax Planner Pro Features and Options

Tax Planning Software

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 Planner Pro User Reviews

Write a Review
  • Name: Nick B.
    Job Title: CPA
    Length of product use: 2+ Years
    Used How Often?: Monthly
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Software and Great Price.

    Date: Nov 03 2021

    Summary: I like the software and it is priced right. I use it for about 50 clients. When we roll out the reports to clients, they love them and we really make tax planning a pillar of our practice.

    Positive: Really great price, love the lifetime package.
    Integrates with QuickBooks and Xero.
    Runs full business and personal projection.
    Suggests strategies.

    Negative: Not enough strategies (only about 20).
    Chat only support.

    Read More...
  • Previous
  • You're on page 1
  • Next