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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 PlanningWiz?

PlanningWiz is an adaptable software designed for floor planning that caters to a wide range of projects, from simple layouts to complex designs. Furniture retailers worldwide leverage this tool to enable customers to visualize and organize their spaces with various furniture selections prior to making a purchase, all while creating a comprehensive database of potential clients. Likewise, real estate developers benefit from PlanningWiz, as it significantly boosts buyer interaction with their properties. By embedding a tailor-made floor planner into their websites, developers can track how clients arrange furniture within property layouts, which ultimately enhances the purchasing experience. This cutting-edge method not only simplifies the planning process but also strengthens the bond between buyers and their prospective homes, ensuring a more engaged clientele. Overall, PlanningWiz represents a powerful asset for both retailers and developers seeking to elevate customer satisfaction.

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 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

Tax Planner Pro

Date Founded

2015

Company Website

www.taxplannerpro.com

Company Facts

Organization Name

PlanningWiz

Company Location

Romania

Company Website

planningwiz.com

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

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Floor Plan

2D Floor Plans
3D Floor Plans
Annotation
Diagram Templates
Document Management
Drafting
Drag & Drop
Lighting Control
Object Library
Rendering

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