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What is Tax Planner Pro?

Tax planning has traditionally posed significant challenges for small business owners due to the complex labyrinth of IRS regulations, intricate forecasting models, and a scarcity of easily obtainable professional advice. Fortunately, Tax Planner Pro transforms this often overwhelming experience with its intuitive interface, clear instructional resources, and a team of dedicated experts who are prepared to guide you through every facet of tax strategy and savings. By integrating your financial data into Tax Planner Pro, our cutting-edge tax strategy engine, IVAN, evaluates your current financial landscape and crafts a customized tax plan tailored specifically to your business needs. We guarantee assistance in minimizing your tax liability to as low as one dollar, whether that entails employing five strategies or thirty, as we are resolutely focused on helping you achieve that target. Moreover, Tax Planner Pro keeps your information consistently updated with automatic weekly syncs to QuickBooks Online and Xero, ensuring a seamless and efficient experience. The setup process is designed to be quick, taking only a few minutes, so you can devote more attention to growing your business while we manage the intricacies of tax planning. With the support of Tax Planner Pro, small business owners can confidently navigate tax season knowing they have a reliable partner to simplify the process and enhance their financial outcomes. Ultimately, this streamlined approach empowers business owners to focus on what they do best: running their businesses effectively.

What is Ivans Bookroll?

Ivans Bookroll makes it easier to request, receive, and evaluate both personal and commercial business data from various agencies, regardless of the management systems they employ. This innovative platform not only accelerates market entry and aids in business diversification but also enhances relationships with agents, creating a win-win situation. By adopting Ivans Bookroll, you can improve collaboration and stimulate growth in tandem with your agency partners. It significantly minimizes the hours spent on manual data processing and eliminates the necessity to physically visit agencies for business evaluations. The entire workflow—from submitting requests to reviewing, approving, and sharing data—can be efficiently handled through a unified, user-friendly interface. With the removal of redundant data entry, the likelihood of errors and omissions is considerably diminished. Additionally, you will benefit from quicker analyses and quotes, culminating in a more effective, secure, and accurate system for gathering and distributing book roll information. In essence, Ivans Bookroll not only boosts your operational efficiency in a competitive landscape but also upholds the integrity of your data, thereby fostering a more reliable business environment. This ultimately positions your company to adapt and thrive in the ever-evolving market.

Media

Media

Integrations Supported

QuickBooks Online
Xero

Integrations Supported

QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$499 per year
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Tax Planner Pro

Date Founded

2015

Company Website

www.taxplannerpro.com

Company Facts

Organization Name

Ivans

Date Founded

1983

Company Location

United States

Company Website

www.ivans.com/for-carriers/products/ivans-bookroll/

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

Categories and Features

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