Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Microsoft 365 Reviews & Ratings
    20,024 Ratings
  • MobiOffice Reviews & Ratings
    14,758 Ratings
    Company Website
  • Google Workspace Reviews & Ratings
    68,909 Ratings
    Company Website
  • Papirfly Reviews & Ratings
    161 Ratings
    Company Website
  • Proton VPN Reviews & Ratings
    41,009 Ratings
    Company Website
  • Jotform Reviews & Ratings
    8,469 Ratings
    Company Website
  • Stonebranch Reviews & Ratings
    183 Ratings
    Company Website
  • Sogolytics Reviews & Ratings
    867 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Stratosphere Reviews & Ratings
    7 Ratings
    Company Website

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
Stripe Billing
Zapier
Zotero

Integrations Supported

Microsoft 365
Microsoft Excel
Stripe Billing
Zapier
Zotero

API Availability

Has API

API Availability

Has API

Pricing Information

$16.50 per year
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

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

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Crypto Tax

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

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

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Popular Alternatives

TextMaker Reviews & Ratings

TextMaker

SoftMaker

Popular Alternatives

Vertex Reviews & Ratings

Vertex

Vertex Inc.
xlCompare Reviews & Ratings

xlCompare

Spreadsheet Tools
Lacerte Reviews & Ratings

Lacerte

Intuit