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What is PlanMaker?

PlanMaker 2021 utilizes the XLSX format as its default, which simplifies the process of file management by removing the need for conversion when working with Microsoft Excel. This ensures that users can effortlessly open and edit workbooks created in either program. Moreover, PlanMaker 2021 allows users to modify XLS files and produce high-quality PDF documents directly from their spreadsheets. Among its new features is the capability to create archival PDFs in PDF/A format, which is ideal for long-term document preservation. Users transitioning from Excel will appreciate the familiar interface and the lack of necessity to learn new calculation functions, guaranteeing complete compatibility. With support for up to one million rows per worksheet, this software is well-equipped to handle substantial datasets. To effectively manage these large data collections, tools like pivot tables, data consolidation, scenarios, grouping, autofilter, and specialized filters are available. Additionally, real-time calculations are conveniently displayed in the status bar, keeping users updated on any changes and thereby improving workflow efficiency. Consequently, PlanMaker 2021 is not only a powerful tool for advanced users but also highly accessible for beginners. As a result, it caters to a wide range of user needs and enhances productivity across various tasks.

What is Corvee Tax Planning?

Corvee empowers tax, accounting, and financial advisory firms to enhance their tax decision-making processes for clients while also improving their overall business efficiency. The standout product of Corvee is its Tax Planning software, which serves as a powerful yet user-friendly tool that enables firms to swiftly assess potential tax savings, devise proactive tax strategies, and facilitate smoother collaboration with clients. Over the past year, Corvee has garnered several prestigious accolades, including being recognized as Accounting Today's Top New Product of 2021, shortlisted for the 2021 CPA Practice Advisors Technology Innovation Awards, and more recently, earning a spot on the 2021 Inc. 5000 List of the fastest-growing companies in the United States. This recognition highlights the growing impact Corvee is making in the financial industry.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Excel
Zotero

Integrations Supported

Stripe Billing
Zapier

API Availability

API Availability

Pricing Information

$16.50 per year
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

SoftMaker

Company Location

Germany

Company Website

www.softmaker.de/softmaker-office-planmaker

Company Facts

Organization Name

Corvee

Date Founded

2016

Company Location

United States

Company Website

corvee.com

Categories and Features

Spreadsheet

Not specified

Categories and Features

Accounting

Not specified

Bookkeeping

Not specified

Corporate Tax

Compliance Management
Data Verification
For Partnerships
Status Tracking
Tax Planning

Crypto Tax

Tax Loss Harvesting

Sales Tax

Not specified

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

Tax Practice Management

Billing & Invoicing
Client Management
Client Portal
Document Management
Scenario Planning
Workflow Management

Tax Preparation

Not specified

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