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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 TaxPlanIQ?

Feeling overwhelmed and underappreciated can create a sense of entrapment, especially when clients are in search of a reliable financial ally. TaxPlanIQ is dedicated to alleviating your burdens while highlighting the significant value you can provide. Jackie Meyer, our founder, faced numerous hurdles that many firm owners encounter, and she emerged victorious, building a successful business that generated substantial returns for her clients. This success has enabled her to develop effective business strategies that have helped thousands of accountants revitalize their practices. We will guide you through your initial tax plan, allowing both you and your clients to recognize the substantial return on investment. This platform is crafted to enhance your value and empower you with greater control over your business operations. It is essential for every accounting firm owner to possess the right tools that simplify their work and effectively convey their true worth to clients. Ultimately, embracing this opportunity can profoundly transform the way you manage your firm and serve your clientele.

Media

Media

Integrations Supported

Ace Cloud Hosting
Knolli
Octane11

Integrations Supported

Ace Cloud Hosting
Knolli
Octane11

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$300 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

TaxPlanIQ

Date Founded

2020

Company Location

United States

Company Website

www.taxplaniq.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

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

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