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What is Thomson Reuters Planner CS?

Tax regulations change rapidly, creating difficulties for clients in meeting their responsibilities. It's crucial to develop strategic plans that set them up for success in future tax seasons. The Thomson Reuters Planner CS tax planning software is consistently refreshed throughout the year to reflect new legal updates, allowing you to provide thorough insights to your clients effortlessly. You can perform analyses that compare various filing options, like joint versus separate filings, and showcase your results in well-organized, accessible formats. Uncover how Planner CS provides you with powerful tools that not only streamline your workflow but also ensure accuracy, enabling you to present a professional tax analysis that helps your clients make informed decisions regarding their tax strategies. Furthermore, you can devise strategies to reduce your clients' tax obligations, track carry-forward items for future years, and calculate necessary payments, among numerous other features. With its user-friendly interface and efficient templates, tackling complex tax planning issues becomes a quicker process. In the end, this software enhances your service capabilities, solidifying your position as an essential partner in their financial planning journey. Additionally, by leveraging these tools, you can foster stronger client relationships and build trust through reliable and insightful tax guidance.

What is FlowVision ION?

Inventory management cannot be treated as a task that can be ignored once established, as the preferences of customers and the needs of the business are always in flux. Consequently, it is essential to have an adaptable system that can modify inventory levels in response to changing demand patterns. ION excels in this regard by analyzing real-time demand trends to establish the optimal inventory levels necessary for each day. Its intuitive workflow provides planners with actionable insights that are easy to understand, thereby significantly reducing their workload. The system effectively highlights items that need attention and presents them in a visual format, allowing planners to make quick decisions regarding reorder points. Additionally, the transition of purchasing needs from planners to buyers is executed smoothly, which enhances operational efficiency. ION also takes into account various critical factors such as minimum order quantities (MOQ), lead times, package sizes, and existing backlogs in the supply chain. By equipping buyers with all relevant data, it empowers them to make informed decisions effectively. This holistic methodology not only simplifies processes but also boosts the overall effectiveness of inventory management while ensuring that businesses can respond promptly to market changes. In an ever-evolving business landscape, having such a robust inventory management system is invaluable for maintaining a competitive edge.

Media

Media

Integrations Supported

Ace Cloud Hosting
Microsoft Dynamics GP
Octane11
Oracle Fusion Cloud ERP
SAP ERP
SYSPRO ERP
Visibility ERP

Integrations Supported

Ace Cloud Hosting
Microsoft Dynamics GP
Octane11
Oracle Fusion Cloud ERP
SAP ERP
SYSPRO ERP
Visibility ERP

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

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs

Company Facts

Organization Name

FlowVision

Date Founded

1998

Company Location

United States

Company Website

flowvision.com/what-we-do/software/ion-inventory-optimization-network/

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

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Supply Chain Management

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

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