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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 Microsoft Planner?

Enhance team collaboration with Microsoft Planner, turning chaotic teamwork into streamlined efficiency! This innovative tool facilitates the planning process for teams, enabling them to assign and organize tasks, share essential documents, discuss ongoing projects, and track updates on progress. Accessing Planner is a breeze via the Office 365 app launcher, requiring just a single click. From that point, you can quickly create a new plan, build a team, assign tasks, and change statuses in just a few simple steps. Each plan comes with its own customized board, allowing you to categorize tasks effectively. Tasks can be organized either by their status or by the team member responsible for them. Modifying task statuses or reassigning them is effortless, thanks to the drag-and-drop functionality between columns. The My Tasks feature provides a comprehensive view of all your responsibilities and their statuses across various plans you are part of. In collaborative efforts, every team member can easily see who is in charge of specific tasks, ensuring transparency and accountability. Designed specifically for Office 365, Planner makes it easy to attach important files to tasks, collaborate on those documents, and engage in discussions related to individual assignments, ultimately nurturing a connected and productive team atmosphere. Furthermore, its user-friendly interface motivates all users to remain actively involved and informed as projects advance, making teamwork even more effective.

Media

Media

Integrations Supported

Ace Cloud Hosting
Businessmap
CRES
Datameer
FluentPro Backup
FluentPro Project Migrator
Microsoft Excel
Microsoft Graph
Microsoft Loop
My ConneX
PPM Express
Peaka
Quickwork
Shift
Storyals
Sunrise HR Case Management
Sunrise IT Service Management
Synigo Pulse
TrackingTime
airfocus

Integrations Supported

Ace Cloud Hosting
Businessmap
CRES
Datameer
FluentPro Backup
FluentPro Project Migrator
Microsoft Excel
Microsoft Graph
Microsoft Loop
My ConneX
PPM Express
Peaka
Quickwork
Shift
Storyals
Sunrise HR Case Management
Sunrise IT Service Management
Synigo Pulse
TrackingTime
airfocus

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per month
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

Microsoft

Date Founded

1975

Company Location

United States

Company Website

products.office.com/en-us/business/task-management-software

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

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Popular Alternatives

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Thomson Reuters