Alternatives to Thomson Reuters Planner CS

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.

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.

Bloomberg is the global leader for business and financial news, data and insight. We connect decision makers around the globe to accurate information about the financial markets and help them make better, faster decisions by using technology. Many companies are looking for a purpose. Bloomberg was born with one: to make the world better. It's in our products that started a revolution in financial market which continues to resonate to this day. It's felt by all of our employees, whom we invest in at every stage of their career. It's also evident in our actions, which use the resources, skills, and profits of the company to transform lives all over the globe through the power of data. Profit and principles should not be seen as mutually exclusive, we believe. They complement each other. Doing the right thing for our customers, our employees, our communities, and the planet is the best thing we can do for our business.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Sora AI debt management software helps advisors impress clients and win proposals. Quickly scan client's liabilities, refinance or new loan opportunities, as well as credit health. Download reports to engage your clients about their debt. Hyper-personalized debt optimization strategies. Request a loan and we'll scan our ecosystem of more than 50 wholesale, retail and credit union lenders. We do all the work, so that you and your clients don't have too. Sora seamlessly transitions into better deals on home, auto and student loans, whether they are new or existing. Sora helps you visualize, analyse, and optimize your client's debt. Our advanced analytics and recommendations will help you develop tailored strategies for your clients. Navigate their debt landscape, identify potential savings areas, and devise a debt management plan optimized for them. Bring your financial advice to the next-level.

Thomson Reuters offers a wide range of industry-leading products, services and solutions for law practice and business. Our professional services, investigative tools, and reference materials offer the trusted answers you require in today's changing legal landscape. Find time-saving Practical Law resources curated by expert attorney editors. HighQ, now part Thomson Reuters, offers a competitive edge by empowering law firms to increase efficiency, improve client collaboration, and transform the way they work. We are available to answer your questions about Thomson Reuters Westlaw or other Thomson Reuters legal products. Access technical support, user guides and training for Thomson Reuters legal products. Learn how Concourse Legal Hold can help establish a repeatable, automated, and defensible legal hold process.

Thomson Reuters Workpapers CS simplifies processes by allowing instantaneous collaboration, the ability to manage documents from a variety sources, and the ability for data and documents to be managed. Integrated research and tools are combined with powerful reporting capabilities to provide one solution for guidance and engagement for clients. You can collaborate in real-time with your team using a single interface, single-database structure. There is no need to sync, import or export information. Workpapers CS is available as a cloud-based installation or a local installation. This allows you to make a positive difference in the lives of your clients' businesses. The advanced binder system, configurability and power efficiency features make it easy to work. Import data from a spreadsheet to quickly verify client balances and transfer it to tax returns. All team members have simultaneous access to tax papers and trial balances. Each role has its own dashboard.

Access to the knowledge of over 300 attorneys. Practical Law helps you navigate new and unfamiliar areas of law quickly so that you can apply it with confidence. Find time-saving tools for today's lawyers. Get organized with your day. You can quickly get up to speed in new practice areas. Keep up to date with the ever-evolving legal profession. Clear, current how-to guidance on law can save you hours of research. You can download the most current legal document templates and then edit them in Microsoft®. Simple workflows, flowcharts and timelines simplify processes. All the information you need about specific legal topics is here: summaries, templates and articles. Spend less time searching and more time growing your practice. Increase accuracy and speed Contract Express automates legal document drafts. Clients and colleagues will find it easier to understand the work phases and core tasks. Thomson Reuters expertise and the right features will empower your team.

Thomson Reuters GoSystem tax RS is used by the 100 largest CPA firms. It is highly scalable and can handle any size firm's workflow. Clients can file all types of returns using the software, including multitiered corporate returns, life insurance returns (including mixed groups filings) and tax equalization returns. You will save money on maintenance, have fewer storage problems, and can rest assured that your business will continue to function. You can tackle the most complex tax returns such as multitiered consolidation return processing for corporations or partnerships. You can deploy your team simultaneously to a single tax return, so each specialist can perform their role simultaneously. Multiple layers of security are available to protect your data, including network security and encryption schemes.

It is essential to have a comprehensive depreciation program in order to manage assets efficiently. Thomson Reuters Fixed Assets CS makes it easy to add, change, dispose of, and transfer assets. This robust fixed asset management software has a simple, logical file structure that is easy to follow. It also displays how depreciation values were calculated. Fixed Assets CS can calculate an unlimited number of treatments. It also has access to almost any depreciation rules that a professional or corporation may need for accurate depreciation. You can add, change, or dispose of assets with an easy-to-use file folder format. It also offers customizable tracking and sorting options. You can choose from association, method/life, or disposal wizards. The method/life wizard provides information about how to dispose of assets and how to live with them. This allows your team to stay focused and accurate.

The industry's best tax and accounting software allows you to streamline your accounting, tax filing, and reporting processes. This will help you reduce the risk of penalties and audits. Thomson Reuters ONESOURCE tax software allows you to keep up-to-date with corporate tax and trade compliance in the face of constantly changing state, federal, and international tax laws. Facilitate collaboration with departments and partners to ensure seamless corporate tax compliance and trade compliance, regardless of where your company is located. ONESOURCE is a global leader in tax compliance and accounting decision making. Our solutions include: * Accessible from multiple locations so your team can collaborate on and share information Quickly move between locations * Scalable to grow with your company, giving you a solution that will be there for you long-term * Based on reliable research and global coverage

We have you covered, whether it's unusually high news coverage, a new SEC filing or approaching ex-dividend dates. You can keep up-to-date with all your stocks, cryptocurrencies and ETFs in one portfolio. You will be informed about the companies you care about through our daily newsletter and Thomson Reuters news coverage. You can quickly search for similar tables in previous SEC filings and download them as a bulk file. Merge figures from multiple tables automatically and select the data you are interested in. Highlight any financial document you are interested in and share your thoughts with colleagues. To find a term in any file or transcript, use the full-text search. For easy export and syncing to your model, annotate in-line points of interest.

Figlo has been the undisputed market leader for API-driven calculation services in the institutional market since years. It is an 'invisible force' that drives many online initiatives, including those in the mortgage domain. We also provide the same solution under many other portals, such as holistic planning solutions and comprehensive pension planners. Independently guaranteed calculation services provide a guarantee for accurate tax and social legislation calculations in all phases of the advice process, including orientation, insight, and overview, as well as complete financial planning.

It is time to get rid of paper files and storage fees. Thomson Reuters GoFileRoom, a cloud-based electronic document storage program for accountants and tax professionals, is available from Thomson Reuters. GoFileRoom provides a variety of features that allow your firm to have 24/7 access to cloud-based document storage. Staff can quickly attach client documents to workflows and upload files to the web-based DMS. You can streamline your processes and make your office paperless. To save even more time, integrate GoFileRoom to other products. Highlighted text can be used to query documents, workflows, or locate documents using keywords or saved searches. GoFileRoom is accessible online so that you are always using the most recent version. Reduce costs by eliminating paper files and storage fees. Flexible document retention policies should be established that meet business needs, but allow for exceptions when necessary.

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.

Social Security Timing®, Software to optimize your clients' Social Security claim strategy and increase their retirement assets. Reduce the complexity of Social Security. Social Security Timing can optimize your client's Social Security claiming strategy. You can see the exact year and month that the client should claim and the month, year, and amount that they will receive after passing the earnings test. Your retirement value can be increased by as much as $100,000 Social Security Timing Key. Features What's at stake Feature. This feature makes it easy to know the difference between a good and a bad decision. Clients can see how much Social Security you can help access. Break-even Chart. Find out which strategy gives you the best overall life expectancy combinations. Common Alternatives Create the four most common options for married couples automatically

Inventory levels are not something you can just "set and forget". Customer demands and business requirements change. It is essential to have a solution that can adapt your inventory requirements to changing demands. ION dynamically determines the best inventory to keep on a daily basis based on actual demand. ION is designed to simplify the life of planners by providing them with easy-to-understand data and actionable data. ION flags items that require review and presents them to the planner visually so that they can quickly make reorder points decisions. The planning phase seamlessly passes to the buyer. ION considers minimum order quantities (MOQ), lead time, package size, inventory within the supply chain and backlog to ensure buyers have all the relevant information at their disposal.

Floor planner software that can be used to plan any kind of project, from the simplest floor plan to the most complicated. PlanningWiz is used by furniture retailers around the world to help buyers plan and preview their spaces before purchasing and to create a database of registered prospects. PlanningWiz is a great tool for property developers to connect buyers with properties. The website also includes a branded floor plan edition. Clients can then plan their furniture strategy using the website's floor planner.

Reuters Stock Screener is a stock screening tool that allows stock traders to quickly find the best stocks to invest. You can modify the screener criteria and choose another quick screen. Select U.S. Select either International or Domestic to populate your start universe. Thomson Reuters' news and media division, Reuters, is the largest multi-media news provider in the world, reaching billions of people every day. Reuters delivers business, financial, and national news to professionals via desktop terminals. It also provides information to industry events, world media organizations, and consumers directly.

Thomson Reuters CLEAR®, powered by billions data points, leverages cutting-edge public record technology to bring together all key content in a customizable dashboard. Find difficult-to-find information quickly and identify potential concerns associated to people and businesses to determine whether further analysis is necessary. The platform is intuitively designed with simple filtering parameters and intuitive navigation. This allows you to quickly search through thousands of data sets and get precise results in a shorter time.

Bodywork Buddy's "Optimized Schedule" feature will eliminate any gaps in your schedule. Clients can schedule appointments online 24/7 via your Micro Site. No more calling! You will receive reminder emails and confirmation emails for appointments. Our massage software makes managing clients easy. Bodywork Buddy allows you to quickly add, modify, or lookup client information. To provide excellent customer service, track client referrals and keep detailed notes. Bodywork Buddy's session management tools make it easy to track your session sales. Keep track of all services rendered, and any payments received. For tax purposes, print detailed sales reports. Our massage software provides easy-to-read statistics that will help you make better marketing choices.

Thomson Reuters' Firm Central helps solo practitioners and large firms manage Time & Billing. The all-in-one dashboard allows users to access the entire platform via a mobile device or web browser. Users can monitor reports, invoices and payment status.

Vanguard is a group of more than 30,000,000 investors. Each investor has a unique story and a different goal. You're in good company. All it takes is a plan. Decide how you want to build it. No matter where you are in your financial journey, you can get personalized support as you work towards your goals. Our online financial planner will match your retirement goals with the right investment strategy. Are you ready to plan your financial future. We can help you become a successful DIY investor. Vanguard investors like you have many experiences to share. Our funds were designed with you in mind, to help you achieve your investment goals. We have a strong track record of performance over the past 10 years. Since 1975, Vanguard has helped investors achieve their goals. Our unique investor-owned structure allows us to focus on your needs first. Vanguard is client-owned. You, as a client-owner of Vanguard, own the funds.

The next generation of online software for accountants offers unprecedented flexibility and client support. Thomson Reuters Onvio represents the next evolution in online software for accountants. Onvio allows your team to collaborate online by bringing together key elements of your daily workflow. UltraTax CS integration gives you a solid set of tools to help your clients. It's accessible from any device so clients and staff can interact wherever, whenever, and however they want. Onvio provides enterprise-level security, making it the best choice for protecting your clients. Online software for accountants, which includes document management, time billing, client collaboration, and project managing.

Cambron HR Manager is an employee development and appraisal software that assists with accreditation, reporting on business plans, and compliance with legislation. Our clients use HR Manager to: Employee appraisal, training and development, business & job plans, accreditation & excellence standard, induction, orientation, performance management. Renewable certificates & licenses. Cultural influence, health checks. Legislation compliance, risk management. JavaScript must be enabled and the most recent version of Adobe Flash Player to view the Camtasia Studio video content. JavaScript is not enabled in your browser. Please enable it. If you don't have JavaScript enabled, please enable it now.

My Clients Plus has been updated with new product features to provide a high-quality practice management tool. You now have all the tools you need for your therapy practice in one easy-to-use EHR system. Your clients' care is greatly enhanced by the use of therapy notes and treatment plans. Without the right system, it is easy to lose track of important documentation or fall behind. You will have everything you need to keep track of your practice's documentation with our progress notes, initial assessment and treatment plan templates. Wiley Practice Planners allows you to access over 1000 prewritten treatment goals, objectives and progress notes, plus space for your own notes, if necessary.

Prekindle is an event management platform, ticketing and marketing platform. Prekindle helps businesses sell tickets online and spreads the word using powerful built-in marketing tools. Prekindle is extremely flexible and can do almost anything. Our software was developed over a decade ago, with a focus on the needs and requirements of professional clients. The best event planners require the best tools. With world-class software that is easy to use and a team of professionals who put your interests first, you can make your events flourish. You can forget about the tedious task of promoting your event. Prekindle generates beautiful social advertisements and emails quickly and efficiently. It is crucial to communicate with attendees. Prekindle allows organizers the ability to instantly email and SMS attendees with a push of a button. Send automated blasts by pre-scheduling or by hand at any moment.

This platform for financial wellness offers tailored solutions to meet unique business needs. It allows users to create tools that provide detailed financial projections through its APIs. The white-label planner allows for comprehensive DIY financial planning. Interactive calculators can also be integrated into websites in order to engage users. The platform emphasizes classes and educational programs to boost financial literacy and confidence. Financial professionals can work closely with their clients using advisor tools. The platform's holistic strategy includes the Financial Projection Engine for comprehensive financial computations. This makes it easy for individuals and businesses to make informed decisions regarding their money and time. The implementation is easy, whether you use customizable planners or an API. This ensures seamless integration with the business's goals.

StoreSpace retail space planning software optimizes store layouts. Our intuitive AutoCAD-based software allows you to plan retail space efficiently and increase your store's profitability. StoreSpace®, software makes it easier to plan and optimize category space in stores. StoreSpace®, a store planning environment, is based on our over 35 years of experience in macro space planning. It allows you to connect category space on floor plans with Nielsen Planograms and other sales data, making it easier to plan stores more efficiently. StoreSpace®, which works directly within AutoCAD files uses accurate data, store planning reports, performance insights, and intelligent block libraries and toolsets. StoreSpace®, helps you create the ideal planning environment to increase sales. It is ideal for creating new retail environments and remodeling existing stores.

The ProFile Planner is a digital classroom management, lesson plan, developmental screening, communication tool, and all-in-one digital classroom management system. It can be used by early childhood centers as well as home care providers. The ProFile Planner for Learn Every Day comes preloaded with Kaplan's curriculum. Our Busy Day, a companion app to ProFile Planner, is designed to keep parents updated on their child's daily care routine, progress, and schedule. You can save time, increase efficiency, simplify lesson plans, communicate more often with parents, and easily create reports that conform to government and agency guidelines. Access to the help desk, limited onboarding assistance and quarterly updates are included in this annual license. Instead of each classroom teacher, your administrators will load and manage master data into ProFile Planner.

TournaKit Pro, the only software that combines four specialized software programs for charity event planning, is an easy-to-use desktop application. We have combined charity golf tournament software with special event software, auction and donor management software to create a cost-effective charity event planning software program. TournaKit Pro charity tournament software and event organizer is available for corporations, nonprofits, and individuals. Individuals and organizations involved in fundraising by planning charity golf tournaments, galas or silent auctions, raffles or special events. You will find a proven system that can be used to plan a charity golf event from start to finish, whether you are a novice or a professional event planner. Tournakit Pro charity tournament software will help you get the most out your next charity golf event. TournaKit Pro charity tournament software offers time-saving features.

In today's dynamic, fast-paced business world, you need a flexible and efficient advisory. Thomson ONE Wealth provides a complete front to back-office workflow solution, allowing firms to scale and adjust with ease and agility. Keep up-to-date with market developments so that you can quickly assess any impact an unexpected event may have on your book of clients. LSEG's content is unmatched in its depth and breadth, allowing you to create simple talking points and discover patterns. Use the wealth tools to develop winning investment proposals or the book management and customer reporting tools to find insights and strengthen existing relations. Thomson ONE Anywhere allows you to stay connected on the move and on top of market trends. Thomson ONE allows firms to combine client data, market information and their own applications in order to unify workflow.