Ratings and Reviews 2 Ratings

Total
ease
features
design
support

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

  • Xero Reviews & Ratings
    4,660 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • SuiteMaster Reviews & Ratings
    1 Rating
    Company Website
  • WinMan ERP Reviews & Ratings
    26 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,554 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • Acumatica Cloud ERP Reviews & Ratings
    2,626 Ratings
    Company Website
  • Multiview ERP Reviews & Ratings
    318 Ratings
    Company Website
  • SAP S/4HANA Cloud Public Edition Reviews & Ratings
    2,881 Ratings
    Company Website
  • OmegaCube ERP Reviews & Ratings
    12 Ratings
    Company Website

What is Vertex?

Vertex software facilitates tax determination, compliance, and reporting, in addition to managing tax data and documents. Furthermore, it connects seamlessly with essential business applications to deliver robust integrations. By merging cutting-edge technology, extensive tax process knowledge, and strategic industry collaborations, Vertex offers a comprehensive solution for global indirect tax. This approach not only minimizes audit risks but also empowers tax departments to enhance their contributions to organizational success. Ultimately, such capabilities can lead to more efficient tax operations and improved overall business performance.

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.

Media

Media

Integrations Supported

Aptos Retail Cloud
BiznusSoft HR
Canopy
Coupa
Excede DMS
Infor CloudSuite Industrial Enterprise
Infor LN
Intershop
JD Edwards EnterpriseOne
Kenandy
Kibo eCommerce
Magento
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
Pinnacle Cart
SAP Business ByDesign
SAP Concur
Sage 100
Sage 300
Salesforce Commerce Cloud

Integrations Supported

Aptos Retail Cloud
BiznusSoft HR
Canopy
Coupa
Excede DMS
Infor CloudSuite Industrial Enterprise
Infor LN
Intershop
JD Edwards EnterpriseOne
Kenandy
Kibo eCommerce
Magento
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
Pinnacle Cart
SAP Business ByDesign
SAP Concur
Sage 100
Sage 300
Salesforce Commerce Cloud

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

Vertex Inc.

Date Founded

1978

Company Location

United States

Company Website

www.vertexinc.com

Company Facts

Organization Name

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

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

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

Popular Alternatives

Popular Alternatives

CCH SureTax Reviews & Ratings

CCH SureTax

Wolters Kluwer
EXEMPTAX Reviews & Ratings

EXEMPTAX

DACENSO
Bloomberg Income Tax Planner Reviews & Ratings

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters