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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 Practical Law?

Instantly tap into a vast resource of knowledge from over 300 legal experts. With Practical Law, navigating unfamiliar legal fields becomes a breeze, enabling you to locate answers swiftly and implement them with confidence. Discover invaluable resources tailored for contemporary legal professionals that optimize daily workflows. Quickly get up to speed with new practice areas while staying informed on the ever-evolving legal environment. Save significant amounts of time in research with clear, current guidance on various legal issues. Access the latest legal document templates and adapt them easily within Microsoft® Word. Improve your operational efficiency with intuitive checklists, flowcharts, and timelines. Everything necessary—summaries, templates, articles, and in-depth analyses of diverse legal topics—can be accessed from a single, convenient source. Instead of wasting time searching, you can concentrate on growing your practice. Enhance your accuracy and productivity levels significantly. Leverage Contract Express to automate the creation of legal documents, simplifying the comprehension of project stages and key responsibilities for both clients and colleagues. Equip your team with essential tools and extensive knowledge provided by Thomson Reuters, ensuring you maintain a competitive edge in today's rapidly changing legal landscape. This strategy not only boosts individual effectiveness but also fosters a culture of teamwork and shared success within your organization, paving the way for collective achievements.

Media

Media

Integrations Supported

Ace Cloud Hosting
Contract Express
Microsoft Word
Octane11

Integrations Supported

Ace Cloud Hosting
Contract Express
Microsoft Word
Octane11

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$150 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

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

legal.thomsonreuters.com/en/products/practical-law

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

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

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