Alternatives to Tax Planner Pro

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!

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.

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.

Tasor Planner is advanced scheduling and planning software. It automatically generates optimal production schedules and plans, giving businesses a competitive edge by lowering costs and reducing delivery times. Tasor Planner optimizes production planning in environments with complex dependencies and constraints, creating precise and optimal production schedules. It is an ideal fit for companies of all sizes—small, medium, and large. Tasor Planner allows you to adjust the parameters of the Profit Calculator according to your production. It makes it possible to meet customer order due dates even in the most complicated cases. Tasor Planner enables you to know exactly when and how much product will be available, allowing you to accurately estimate delivery dates.

You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.

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.

Project accurately estimated tax payments, capital gains, as well as taxes for residents and nonresidents. Income Tax Planner allows you to plan for tax consequences resulting from stock sales, Roth conversions, marriage, and other events throughout the year. We are a proven leader in being first to market, so you can be sure that the most current tax law has been implemented. With in-depth analysis and comparisons of side-by sides, clients can be shown accurately and efficiently what their tax situation looks. Your clients will benefit from accurate, professional, and efficient plans that help them reduce their tax liabilities and make smart decisions. Easy modeling and navigation of complex tax situations. Bloomberg Tax & Accounting's tax expertise, in-depth analysis, projections, and other tools will help you plan the best course for your clients' retirement, tax, and investment planning.

The OIC Tax Planner software is interactive desktop software that can be downloaded and installed directly to your computer. Your client data never leaves your premises. The OIC Tax Planner combines required tax representation forms with current IRS Offer in Compromise regulations into a single product. It is tax resolution software that handles Offer in Compromise and Installment Agreement, Currently Not-Collectible Spousal Defense, CDP, and other IRS collection cases. The OIC Tax Planner is designed for tax professionals with intermediate knowledge of the intricacies and tax representation. Our software has helped thousands of clients, just like you, to get the IRS acceptance of an OIC or Installment agreement for their clients. Automatic updates for data tables and forms are made available whenever IRS revises them. Calculation wizards and form calculations based on IRS financial standards are also provided.

TAXX SAVAGE comes with a low start-up fee, a cloud-based platform that is intuitive and user-friendly, as well as a complete series of training videos. This makes it easy to use our tax preparation software. Our software is powerful with all the features you could want, despite being a small price. Our software is free and you don't need to pay any EFIN. Our team will inspire, motivate, and empower you to achieve the financial freedom that you desire. We offer the tools you need to start and grow your tax practice, as well as assistance with marketing strategies. You have access to all the tools that you need to manage and scale your business like big franchises. Even if you don’t purchase the optional marketing package, our video course on how to use tax preparation software includes a course in marketing basics.

With professional tax software that you can access from your web browser, you can tap into the strength of Intuit. Discover why Intuit ProConnect Tax has been voted the best cloud-based professional tax software. Get the best productivity tools and powerful diagnostics that have been developed over the past 40 years, and then move them to the cloud for maximum convenience. Software that integrates with your existing process, connects to QuickBooks and supports your practice as it grows. You can rest assured that your data is safe and sound, protected by Intuit's security team, advanced security tools, monitoring, and other security features. Access over 5,700 forms for 1040 and 1041, 1065, 1065, 1065, 1065, 1120S 1120S, 709 and 990 tax returns. With more than 20,000 automated calculations, you can handle the most complicated tax situations. With more than 21,000 diagnostics and suggestions, you can prevent e-file rejections or missed deductions.

The software is easy to use and provides error-spotting diagnostics so you can prepare returns quickly and confidently. ProSeries is the #1 professional tax software. Over 60,000 professionals choose it year after year. With timesavers integrated into your workflow, you can save more time on every return. To quickly find the right forms and data entry fields, simply describe what you are looking for. With the ability to quickly identify any fields that require data, you can save 23 minutes per return and send an email request to your client in just a click. With comprehensive diagnostics that pinpoint errors and point you to the right solution, your returns will be done correctly. You can create a solution that is right for you and only pay for what you use. For significant savings on each return, consider purchasing packaged bundles.

Drake Tax has many features that will help you prepare and process customer returns quickly and efficiently. So you can focus on the important things -- working with clients and building your company. Drake Tax makes it easier to do everything faster and speeds up the process of preparing a tax return. Just a click away, you can view the full return and calculate results. You can mark items in any text box, checkbox, or amount on a tax return as verified, flagged to be reviewed, or noted for review. DoubleCheck will flag an item for review if the information for a verified item is changed. Shortcut keys and macros make data entry easier and reduce keystrokes. Data flow automatically from federal return to state or city returns with override options. As needed, state and city returns are generated. Automatic credit for taxes paid in other jurisdictions Drake Tax also auto-fills ZIP Code and EIN entries.

CFS TaxToolsTM is the most popular program in the tax industry. Print worksheets with your firm name and the client's name in professional quality format. These can be attached to the tax return, or presented to the client along with an invoice. TaxTools can also generate them. There are hundreds of tax forms included, many of which are not available in tax preparation software. The form can be mapped with client information. Clients may save multiple versions of a form. The printed form will print exactly as it appears on screen. Many forms can be emailed as a PDF. You can use these financial calculators to calculate the average cost of mutual funds and for calculating loan and investment options. Flowcharts let you answer a series questions to determine your filing status, inherited IRA options, and whether the taxpayer falls within the "Kiddie Tax". You can update from the internet if forms or laws are changed. Data backup and restore.

Thomson Reuters UltraTax CS professional software can automate your entire business and professional tax preparation. Access to a wide range of federal, state and local tax programs, including 1040 individual, 1120 corporation, 1065 partnership and 1041 estates & trusts as well as multi-state returns. UltraTax CS seamlessly integrates to other Thomson Reuters solutions such as CS Professional Suite or Onvio cloud software. This means that you don't lose any billing hours for manual processing. A customized, end-to–end solution that uses cloud computing, advanced data sharing, paperless processing, and custom software to meet all your tax workflow requirements. You can view input, forms, previous year input, diagnostics, etc. on up to four monitors simultaneously. A checklist is used to start each year. It instantly pulls in data from the client's last year's return. Automatically link returns using Tax ID numbers.

You can track, calculate, and analyze federal and corporate income tax attributes over multiple years to achieve new efficiency. This includes net operating losses, carryforwards and carrybacks. The most accurate state tax analysis software automatically unifies and shares tax data to simplify provision, compliance, audit, and audit. This software allows you to create multistate tax strategies that are the best.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Firms that aren't fully committed to a digital tax workflow solution for their clients can waste time and leave clients unhappy. It is inefficient to have steps that can be automated but others that require you to shuffle papers. Technology can work against you, not for, if every step of your tax preparation process isn't working together. Automated tax preparation workflow software saves time and makes it easier to track your progress. This allows you to satisfy clients while also satisfying staff. From obtaining client source documentation to reviewing and approvals, every step is faster, even the last step, which is getting paid. Digital tax preparation allows clients to be imported digitally, reviews can be done on-screen, and returns can be signed and filed electronically. Tax workflow automation makes it possible for your firm to do more with less effort by eliminating manual data entry and inefficient manual processes.

Holistiplan uses advanced OCR technology to read tax returns and create a custom, white-labeled tax report with all relevant observations in seconds. Yes, it takes seconds. Holistiplan creates a clear and easy-to-read client deliverable. It includes your logo at the top, and your disclaimer at bottom. It can be saved to PDF and emailed, or printed out for review with your client in person. It can be used in any way you choose, it is a valuable and unique touchpoint. OCR technology can also be used to pre-fill a scenario analysis screen, allowing advisors immediately to identify key income breakpoints for tax planning opportunities such as ROTH conversions and tax-efficient withdrawals. Advisors can also use this screen to identify charitable giving opportunities, ROTH conversions, ROTH conversions, and tax-efficient withdrawals. Holistiplan provides tax planning to every advisor so that they can bring it every client.

You can tackle even the most complex returns with confidence and efficiency. Multistate, K-1s, consolidated companies, and other support options allow you to serve a wide range of clients. Modules include 1040, 1041 and 1065. 1120, 1120S. 706, 709, 909, 990, 5500. Automated calculations for depreciation and amortization, as well as debt forgiveness, can increase accuracy and efficiency. You can access relevant guidance at any time you need it, in context, and without interrupting your workflow. You can speed up data entry by having direct access to all forms and a flat, worksheet-based design. You can easily track missing client data and send online requests with just a click. This saves you an average of 23 minutes. Save an average of 29 minutes by automatically importing partnership, S-Corp and fiduciary tax data between individual returns and business returns. Advanced diagnostics automatically detect errors and omissions, giving you more peace of head.

TaxWise simplifies the entire E-filing and fee collection process. You can manage your clients' documents digitally and offer the best selection of low-priced banking products. Both beginners and experts can quickly and easily process returns. The interface includes error diagnostic tools that will save you time. Navigate efiling errors by linking to the forms that need to be corrected. With the "What if?" mode, you can test a variety tax scenarios for your clients. Save test scenarios for future reference. Use planning and advisory tools to help clients with capital expenditures and deductions. TaxWise's extensive Spanish features will diversify your clientele and staff. You can access over 60 forms and schedules in Spanish on-screen, in print, and in Spanish. To ensure that your team has the support it needs, you can get bilingual product support.

CCH®, ProSystem fx® suite - Get integrated tax, accounting, audit, and workflow software tools all in one award-winning product. Integrated tax and accounting tools can increase productivity and profit. CCH®, ProSystem fx® was developed by experts in tax and accounting research and is used by most of the top accounting firms and businesses in the country. CCH®, ProSystem fx® is a comprehensive tax, accounting, workflow solution. It allows you to increase accuracy and efficiency, security, and enhance client relationships. Increase revenue opportunities.CCH®, ProSystem fx® Tax can handle all types of federal returns and state returns. It also offers extensive electronic filing services and automates computations and report generation. A suite of integrated solutions, including document management, firm management and knowledge management, can improve workflow. Standardization of processes and workflows can help mid-sized firms improve efficiency.

Financial planners recommend organizing and planning your money on a monthly calendar budget. CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app. - Never miss a bill again with calendared reminders - Know when your income, expenses, and regular spending happen - See your account balance on any day in the future - Plan ahead for upcoming major expenses - Plan to save for your future! - Mobile and browser versions stay perfectly in sync Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common. CalendarBudget, is the single point of consult you need to determine whether or not you can afford your next and future purchases.

The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? Be a more confident business owner and strategically manage your business from day one - onward.

TruePilot simplifies tax research, and provides advisory services for tax accountants. It provides answers to questions about federal and state tax laws and tracks changes in the law over time. It can quickly calculate tax liabilities by uploading client data as PDFs and analyze 600 data points for each return. Users can also identify opportunities for advisory services, such as identifying clients who may benefit from forming a S Corporation. TruePilot improves responsiveness and proactiveness in tax services. This boosts firm revenue and benefits clients.

Our virtual kitchen planner lets you see into your future! It allows you to design your layout and takes the guesswork out of how your kitchen will look. Mix and match popular door styles with paint, flooring, or backsplash to create your virtual kitchen. Our professional designers will need a floor plan that includes all measurements and your preference for door styles. The online floor plan tool, which includes an instructional video, will guide you through each step. Our virtual kitchen planner will help you to decide your design preferences. You can then create your floor plan and auto-design the kitchen.

iPlanner.NET, a financial planning software and business plan software, helps entrepreneurs better understand the operation of their business. Our cloud-based software allows small business managers to create rolling budgets, forecasts, or a complete business planning. iPlanner.NET, an online business planning software, helps decision-makers to anticipate and deal with what-if scenarios. iPlanner automatically generates solutions for expected economic performance, business values, and financial results. As the expected scenarios can be viewed in the cloud, it will improve the quality of your decisions. iPlanner.NET will show the future cash flows, profitability, and financial position of the company. It is easy to identify additional financing requirements, plan capital expenditures, and plan dividend payments. Entrepreneurs will be able to determine the business value of their company.

Corporate Planner Sales allows you to answer any question about sales in seconds, while keeping your eyes on your prey - your sales potential and product portfolio. Corporate Planner Sales is a multidimensional analysis software that includes planning and simulation functions. Corporate Planner Sales allows sales managers to plan flexiblely in terms of regions, countries, products, product groups, or employees. They can also compare trends and look at top-down distributions. Multidimensional data is simplified with the software. The sales department is constantly asking this question from different perspectives. Sales departments deal with complex structures and many dimensions. Corporate Planner Sales helps to understand the interrelationships among multidimensional data. This allows staff to be more accurate in assessing the impact of decisions and to quickly respond to market trends.

Dynamic Planner is the only financial planning system that you need to ensure investment suitability and increase efficiency, as well as to demonstrate value to your clients. Engaging financial plans will ensure that your clients are investing in the right way. Dynamic Planner cuts down the time it takes to review an investment and makes it quick and easy. It is easy to use and onboard. Dynamic Planner's insightful reporting helps firms build client relationships and offer greater value. We would love to discuss how our end-to–end financial planning process can benefit your firm and how we make implementation & onboarding simple. Dynamic Planner's award winning psychometric risk profiling questionnaires can help ensure that your financial planning process is consistent with one definition of risk. It's never been more important to accurately profile your client's risk.

All members can see your schedule from one central location. You can save time and work together in a more efficient way. You won't have to make calls or create data sheets anymore. GigPlanner will handle the task of contacting people to verify their availability. Every inquiry is unique. Every group or member of a band has different information needs. GigPlanner makes it easy to create flexible entry fields. The booker has all booking information. However, the sound engineer can view all technical information. Everyone can view information that is tailored to their needs. You can play in 10 bands and collaborate with 5 bookers. Are you a bandleader, or a booker? Do you need to keep track of each member's availability? Are you trying to book 20 DJs for a massive tour? GigPlanner has your back, don't worry!

DemandPlanner is a tool that helps you generate accurate sales and demand forecasts. It's also enriched with market dynamics. You can use category planning to gain the best replenishment and inventory planning. The Demand Planner can provide accurate sales forecasts by estimating the impact of a wide range of external factors that affect your product demand. The system uses advanced quantitative analytics tools such as Bayesian analysis, machine learning, and time series modeling to provide accurate estimates for both short and long-term periods. Its collaborative features simplify demand planning activities by optimizing replenishment and procurement, as well as inventory management. Advanced predictive analytics models allow you to accurately assess customer demand patterns and provide insight into your products. Immaculate data-driven strategies will help you balance the inventory's net working capital.

Zenfit is a smart meal planner and workout builder software that helps coaches grow their businesses. Discover why Zenfit is used by over 1,000 coaches. Our intelligent meal planner cuts down on admin time by providing over 2.000 recipes. It's easier than ever to create workouts with our more than 600 video exercises. No more chasing clients for your payments. Clients will automatically be charged each month. It's simple and secure. You can stay in touch with clients by sending voice and video messages. You can even send voice and video messages from your smartphone while you're on-the-go. You don't have to worry about missing client requests. The Zenfit PowerTool provides a simple overview of your weekly tasks. Our intelligent meal planner helps you create macro perfect meals. We also consider your clients' food preferences and cooking times. In minutes, you can create meal plans with delicious recipes. This is an experience your clients will love.

Prepare to impress investors and grow faster. Don't guess, impress investors with data-driven numbers. Experts will help you create a strong revenue forecast that you can trust. Our team of startup finance specialists will help you create a unique financial model that makes sense for you. This will allow you to present your plans to investors confidently and look great. Your data will power an online financial model that is smart and automated. Our intuitive UI allows you to quickly and easily create a budget that is defensible. You can make quick changes using our intuitive UI and assumptions feature. Sync Quickbooks or Xero with your accounting system to pull in your actual expenses. This will help you keep your budget in check. You can link your financial model to your accounting system in a few clicks. This will allow you to automatically update it and make better predictions for the future. For better short-term forecasts, pull in your sales pipeline.

Shift Planner/online, absolutely free and super easy to use You can schedule and manage your schedules in minutes. Simple scheduling and employee management. Shift planning. We offer an easy-to-use monthly scheduling view. Daily view also available Reporting. All work hours can be viewed in one place. You can also edit the timesheet. Staff management. All your employees and their data can be managed. Each employee can manage their own data. Simplicity is key! We created an easy-to-use online shift planner that is free and completely free! Only the functions you require. Scheduling, employee management and reporting. My Shift Planner was created for shift workers to help you regain control over your work/life balance. My Shift Planner is the most powerful Shift Work Calendar App on the Market. It's also the easiest to set up and use. Export your shift pattern to your iCal or Gmail device calendar and import events from you personal calendar into MyShiftPlanner

Total Party Planner is a cloud-based catering platform that offers features like task management, communication tracking and event management. It also includes reporting, scheduling, scheduling, and reporting. Total Party Planner is available to caterers of all sizes, from small to large, as well as planning organizations. Total Party Planner makes it easy to manage the catering process. Total Party Planner integrates easily with third-party applications such as Constant Contact and Quickbooks, Authorize.net and many more. Total Party Planner can be accessed via Android and iOS mobile devices.

Simple Time Planner is an appointment software that makes it simple. Why Choose Simple Timer? Simple Time Planner is designed for professionals who are not tech-savvy. It ensures a hassle-free and smooth experience. Simple Time Planner is easy to use and doesn't require any complicated menus or setup. Mobile Friendly: Keep Your Business at Your Fingertips! Simple Time Planner is optimized for mobile devices and allows you to manage customer data and appointments easily. You only need a web-browser and an internet connection in order to access your important information anywhere, anytime. Say goodbye to missed appointments and scheduling mishaps. Simple Time Planner allows you to easily schedule, reschedule and track all of your appointments on a single platform. Eliminate manual record keeping and paperwork to boost your efficiency.

Skyplanner APS automates production planning, scheduling, and finite-capacity scheduling. SkyPlanner’s AI optimizes production in a factory within seconds. It's finally time to say goodbye spreadsheets and manual planning. SkyPlanner APS is equipped with artificial intelligence to calculate complex production plans within seconds. Arcturus will connect production data from ERP or MES systems to the priorities set by production planners. SkyPlanner APS' AI reacts to changes in production, and optimizes production. Like a GPS navigator, SkyPlanner APS calculates a route. SkyPlanner APS' AI is designed to quickly calculate the optimal production plan. It also maintains optimal production while automatically reacting to any changes. Arcturus will tell us which tasks should be completed in a factory based on the production data from your ERP, the capacity of the workstations, the time logging, the materials, etc.

Planning without the hassle of project management You can create plans, track progress, and get results from any browser, smartphone, or tablet. Milestone Planner is a powerful and simple way to track and build plans. Join thousands of other organizations who have discovered it's power. You can manage the tactical things you need to do, strategic planning, or managing the strategic. Create a timeline, set milestones and invite your team to join you in making progress.

It takes on average 90 seconds to create an event plan for your clients. No need to use complicated CAD software like Word, Excel, and Paint. No more back and forth with AV. Create event plans while talking to a potential client. With professionalism that cannot be ignored, venues will win more business. Many event planners say, "it's so fast and efficient." Clients discover that they are losing business by undercutting the venue's capacity. They discover that they can increase their capacity by as little as rearranging tables. EventDraw is the world's leading event diagramming, seating and 3D cloud software. Our customers love that our software is 30%-40% cheaper than their previous software. It allows you to create the perfect event layout within minutes. It's as easy as drag and drop. You can maximize your space. Reduce the time it takes to set up an event.

Small businesses today find the majority of big-name accounting software too complicated. These programs require significant setup time, often an hour or more, before one can use them. Excel Business planner is much more user-friendly. In seconds, you can create your financial plan, record results, or create an invoice. Many accounting software websites store your financial data online so that you can only access it online. Our Excel Business Planner is available online and offline. Our Business Planner is an Excel spreadsheet so there is no need to install any additional software. Just download the spreadsheet and get started!

We know about finance and the challenges of financial planning. We also know that the success of your planning is dependent on how fast you can create, analyse, and adapt the plan information. Global business makes planning and analysis more difficult due to the different regional requirements. This is why you need a system which can adapt to local variations within one global planning strategy. It is difficult and time-consuming to do this manually. Our financial planning and analysis software automates all planning activities, which saves time and reduces costs. ORYX Plan can be managed from one environment. Activities and business logic can also be managed and updated by regular team members. This means that you and your finance team have complete plan cycle control and version control.

Ivans Exchange allows you to manage all your agency download requests from one place. Use the data-driven insights of the application to evaluate current adoption by agencies and develop a plan for optimizing download connections in future. Ivans Exchange not only saves you time, but also helps you to strengthen your relationships with agency partners and to make better business decisions that will drive growth. Give your agency partners the timely, exceptional services they are looking for. Ivans Exchange allows you to save time and improve your industry relationships. Let data help you to make the best business decisions. Ivans Exchange gives you data insights about agency feedback and downloads quality. This will help you create a roadmap for better connecting with the lines agents want the most.

Smoothlink specialises in financial integration solutions for Procore users, streamlining accounting, optimising financial management, and enhancing operational efficiency. In a world where everything demands your attention you don’t want to be trying to navigate something that is outdated and over complicated. At Smoothlink we are all about keeping it simple and our user interface is the perfect example. Getting started can be quite daunting and overwhelming. With this in mind we focused on keeping our onboarding as simple as possible and you can be operational in less than 30 minutes. Worldwide 24/7 assistance -We are here when you need us, just a phone call or email away! Smoothlink’s proven customer support is one of the many things that our clients love about us. Our team is available to help customers who need assistance anywhere in the world. At Smoothlink, we believe in continuous improvement driven by our clients’ valuable feedback. Thanks to their input, we have developed a product that sets the benchmark in the market. Every year, we strive to enhance Smoothlink further by introducing new features, making it even more effortless and efficient for you to manage your business.

Multi-Channel eCommerce Accounting Software SyncTools provides you with single accounting solutions for your retail and wholesale business. SyncTools platform is user-friendly and helps you create invoicing, automated data entry, synchronization of payroll, COGS, payment syncs, and balance sheet data. Accounting planning that is more accurate, Real-time financial reports, Accurate tracking of inventory, and Automated payment processing. Integrate seamlessly with accounting software QuickBooks, Xero and Sage.

Never lose a client due to cancellations. Only modern online meal planner, workout creator, and client schedule tracking platform. You can create, assign and receive feedback on nutrition plans & regimens. Drag and drop is all it takes. You can add value to your training with just a few clicks. Online meal plans and pre-built workouts make it easy. Your personal training style can help you retain clients longer. You can track client's fitness goals and share graphed progress easily. You can take the guesswork out scheduling and still look professional. All client calendars will automatically sync with yours. You can track attendance and cancelations, and a fully automated reminder system will help you to do so. The platform can be used as if it were built by you. You can easily customize everything, from your business name to your time zone. You can add personal trainers to the organization, manage their client access, schedules, and calendars all from one place.

PlanWiz is the ultimate daily planner for effortless organization and boundless creativeness! PlanWiz is a planner that combines artistic flair with practical planning. It offers a variety of features to help you stay on track and boost your productivity. PlanWiz offers all-in-one functionality, from daily planners to monthly planners to habit tracking and book lists. There's no need to download multiple apps, everything is conveniently gathered in one place. Creative Customization: Express yourself with colorful templates, brushes, and stickers. Personalize each page according to your preferences. Unique Planner Templates: Customized planners for all aspects of life including daily, weekly, and monthly agendas, trip, itinerarys, meal planning, and study. Stay organized and inspired with ease. Streamlined Efficiency - Prioritize tasks and events, manage responsibilities, and schedule events seamlessly. Planwiz puts everything you need at your fingertips.

Shoot's award-winning software for designing gardens makes planning your plot easy. Our online design tool makes it simple and straightforward to use. My Garden Planner can be customized to your garden. It is linked to all your plants. Our directory has more than 10,000 varieties. We are happy to add more. Shoot allows you to plan your garden online, which will allow you to take better care throughout the year. Each month, we will send you a personalized care advice sheet that is linked to the plants in each garden design. This will allow you to create a garden care plan. Even if your garden is complete, but you are still working on it, you can still use our online tool to map your borders. You can also view monthly care tips for each area. My Garden Planner was created for professionals and hobbyists.

To collect data from multiple sources and business systems, create seamless dataflows. Easy build driver-based models that are based on your company's business. These models can be modified as your company grows. You can quickly plan for contingencies and understand the impact of decisions and events - in minutes. You can work as a team and create and manage work processes. Profitbase Planner allows you to concentrate on value creation. Spend less time collecting data and more time analysing it. Analyze different scenarios to gain a better understanding about the financial impact of conceived scenarios on liquidity, profit, and balance sheet. When you run scenario simulations, you can automatically generate balance and liquidity. To backtrack on assumptions, you can always return to an earlier version. You can test your business strategies and scenarios using different assumptions and business drivers.

Virtual Corporation's Sustainable Plan® is a cost-effective, customizable and comprehensive business continuity software solution. It allows you and your company to create, update, maintain, and revise your own continuity and risk management programs. This intuitive resilience planner is designed to help business continuity professionals, information security professionals, and risk managers maximize efficiency. Sustainable Planner is ready to use and includes a variety of proven methodologies that are tailored to the specific market needs of our customers and partners. These templates can easily be customized with your terminology and unique data requirements to meet your business continuity management (BCM), or information technology (IT), disaster recovery (DR) requirements.

Improve your financial management and operational efficiency. Our users report saving up to 40 hours per month. G-Accon's cutting-edge features can save you thousands of dollars. You can easily import data from Xero and QuickBooks into Google spreadsheets. Make changes and then sync the spreadsheets back. Eliminate manual data entry and ensure your records are always current. Take advantage of the power of live data analytics for finance professionals. G-Accon’s cutting-edge analytics tools help CFOs and Accountants make better decisions faster. Let G-Accon do the heavy lifting. Our suite of automation software is designed specifically for finance professionals to reduce repetitive tasks and manual tasks. CSV files are no longer a problem. G-Accon allows users to create, edit, or delete financial records from Google Sheets.

Ledgersync can consolidate your client's bank transactions and credit card transactions into an accounting software of choice. You can also gather client sub-Accounts. LedgerSync is a complement to Quickbooks, Xero and Freshbooks. It is not a competitor product. Our customers often ask us what makes you different from QuickBooks online. QuickBooks and Ledgersync are both available to you as a CPA and provide an online dashboard that allows you to securely manage all your client transactions. Ledgersync allows you to connect to QuickBooks Desktop and Online versions, as well as other accounting solutions. Our complementary software will transform 2 hours of accounting into 30 minutes by automatically importing the financial transactions and financial data from your client.