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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 PlanNext?
PlanNext offers a comprehensive view of each team member's assignments across multiple projects, which aids in resolving scheduling conflicts, maximizing resource distribution, and providing a clear vision of upcoming tasks. This platform is designed for various workgroups seeking a straightforward and economical substitute for software like Microsoft Project or Primavera. Any changes made to projects are promptly saved and synchronized on all devices, including desktop browsers, which keeps the entire team updated. Bid farewell to complex pricing structures—sign up now for a free 30-day trial and enhance your collaborative efforts! (Users who are invited do not incur any fees.) Your payment information is securely processed and confirmed through STRIPE, a leading online payment processor. For subscriptions made within the app, transactions are handled by Apple, ensuring a seamless experience. The application is easily accessible on both tablets and mobile devices, and using PlanNext on a desktop browser requires no prior installation. With each update, you gain access to the latest features at no additional expense. Furthermore, the intuitive interface empowers teams to start efficiently, making project management more straightforward than ever before, allowing for greater productivity and organization in your workflow. Additionally, the platform's flexibility means it can adapt to the evolving needs of any project or team.
Integrations Supported
Ace Cloud Hosting
Octane11
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$19.99 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
PlanNext
Company Location
United States
Company Website
www.plannext.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
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
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