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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 TaxWise?

TaxWise streamlines the complete E-filing and fee collection workflow, making it easy to manage client documents digitally while offering a variety of cost-effective banking options. The platform allows for quick and seamless processing of tax returns, catering to both beginners and experienced tax professionals alike. With integrated error diagnostic tools, TaxWise helps users save precious time by identifying potential mistakes before submission. Moreover, it provides support for correcting e-filing errors through direct links to the necessary forms, ensuring a smoother experience. Users can take advantage of the "What if?" feature to analyze various tax scenarios for their clients, along with the ability to save these hypothetical situations for future reference. The inclusion of planning and advisory tools empowers tax advisors to guide clients on possible deductions or capital expenses effectively. Additionally, TaxWise fosters inclusivity by offering a robust selection of Spanish-language features, including access to over 60 forms and schedules in Spanish, both digitally and in print. The program also ensures that bilingual product support is readily available, providing your team with the essential help they need at any time. This combination of extensive features and support makes TaxWise an essential tool for tax professionals aiming to improve their services and better serve a diverse clientele. Furthermore, the platform's user-friendly interface enhances efficiency, making it easier for professionals to focus on delivering quality service to their clients.

Media

Media

Integrations Supported

Ace Cloud Hosting
Octane11
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito

Integrations Supported

Ace Cloud Hosting
Octane11
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

taxna.wolterskluwer.com/professional-tax-software/taxwise

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

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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