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What is Plan-IT?

Plan-ITâ„¢ is an advanced project planning management system created by ATSER, designed to enhance the planning phase of both engineering and construction projects. This cutting-edge, technology-focused platform has proven effective for planning activities across a wide spectrum, from modest projects to those with funding in the billions. With extensive customization options available, Plan-ITâ„¢ can be tailored to fit the unique workflows and operational requirements of various organizations. The software allows for seamless adaptation of all forms and reports to integrate with existing documentation effortlessly. Furthermore, Plan-ITâ„¢ centralizes project data into a single, user-friendly repository that is consistently updated, ensuring that all stakeholders have access to the latest information. Being a fully web-based solution, it removes the necessity for client-side downloads, significantly improving user experience and accessibility. The system boasts features such as customizable account management, code tracking, funding source logs, and fund reallocation options. Additionally, users can efficiently oversee project logs, budgets, forecasts, and import estimates, making it an indispensable tool for effective project management. By harnessing the powerful capabilities of Plan-ITâ„¢, teams are better equipped to collaborate effectively and make well-informed choices throughout the entire project lifecycle. Ultimately, this system not only enhances productivity but also contributes to successful project outcomes.

What is Bloomberg Income Tax Planner?

Accurately predict tax obligations, capital gains, and taxes for both residents and nonresidents. Prepare strategically for the tax implications that arise from major life changes, such as marriage, Roth conversions, and stock sales, using the Income Tax Planner. Our proven track record of being first to introduce innovative solutions guarantees that you will have access to the latest tax regulations. Provide clients with a thorough analysis and comparison of different tax scenarios in a clear and effective manner. Formulate precise, professional strategies that empower clients to reduce their tax liabilities and make sound financial decisions. Navigate complex tax situations with ease and proficiency. Utilize the esteemed expertise of Bloomberg Tax & Accounting, along with current calculations and detailed projections, to expertly assist your clients in their tax planning, investment decisions, and retirement strategies, thereby improving their overall financial well-being. By incorporating these resources into your practice, you can significantly enhance your clients' confidence in achieving their financial goals. This comprehensive approach not only fosters trust but also positions clients for long-term success in their financial journeys.

Media

Media

Integrations Supported

Right Networks

Integrations Supported

Right Networks

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ATSER

Date Founded

1993

Company Location

United States

Company Website

www.atser.com/plan-it/

Company Facts

Organization Name

Bloomberg Tax & Accounting

Company Location

United States

Company Website

pro.bloombergtax.com/income-tax-planner/

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Categories and 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

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