Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • Ganttic Reviews & Ratings
    240 Ratings
    Company Website
  • Bordio Reviews & Ratings
    282 Ratings
    Company Website
  • FAMCare Human Services Reviews & Ratings
    22 Ratings
    Company Website
  • Procare Reviews & Ratings
    3,199 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • one.com Reviews & Ratings
    26 Ratings
    Company Website
  • Air Reviews & Ratings
    576 Ratings
    Company Website
  • EventsAir Reviews & Ratings
    59 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    207 Ratings
    Company Website

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 Social Security Timing?

The Social Security Timing® Software is specifically crafted to help you fine-tune your clients' approaches to claiming Social Security, ultimately boosting their retirement wealth. This innovative tool simplifies the complex world of Social Security, enabling you to pinpoint the exact month and year your clients should file for benefits, as well as the amount they will receive following the earnings test, which could lead to an increase in retirement income by up to $100,000. A crucial component of the software, known as What’s at Stake, emphasizes the significant differences between just satisfactory and truly optimal choices for accessing Social Security. In addition, the Break-even Chart provides valuable insights into which strategy performs best under varying life expectancy situations. The software also automatically produces the four most common options specifically designed for married couples, streamlining the process of presenting complete alternatives to your clients. By leveraging this powerful tool, financial advisors are empowered to make educated decisions that can dramatically influence their clients' financial destinies, ensuring a more secure retirement. This comprehensive approach not only enhances client satisfaction but also strengthens the advisor-client relationship through informed financial planning.

Media

Media

Integrations Supported

Ace Cloud Hosting
Octane11

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

$49.99 per user 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

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.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

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives

TRAK Reviews & Ratings

TRAK

RetireReady
Bloomberg Income Tax Planner Reviews & Ratings

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters