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Bloomberg Income Tax Planner

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Average Ratings 1 Rating

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Description

AlsoThere: A Real-World Governance Plug-In for Global Expansion. We built AlsoThere to solve a massive headache for SaaS founders and tech builders: cross-border bureaucracy. Selling internationally forces you into two terrible legacy options: blow 6-12 months and massive capital (CAPEX) setting up a traditional subsidiary, or hand your product to IT resellers who hijack customer relationships. Our innovation unbundles commercial capability (selling, invoicing, collections) from the legal burden of incorporation. Think of AlsoThere as an "Infrastructure-as-a-Service" for global expansion. We built a unified operational platform with active nodes across 43 countries in the US, EU, and LATAM. Instead of managing fragmented entities, you plug into our centralized backbone. Within 48 hours, your company can legally sell, sign contracts, and issue tax-compliant local invoices in local currencies. We integrate into your commercial flow via a Representation Agreement, an Operational Governance "Plug-In". If you land an enterprise client in Colombia or Spain, you don't need a legal team for local tax rules. We act as your authorized agent, ensuring compliance with all tax, legal, and regulatory frameworks. You convert high-risk expansion into a predictable operational expense (OPEX) while retaining 100% ownership of your sales cycle. We advocate the "Tech Partner 3.0" framework, allowing you to sell directly anywhere. An international B2B transaction has four components: contract, invoicing, payment collection, and compliance. We act as your specialized transactional layer and handle these 4 steps completely. Backed by eSource Capital Group’s 20-year track record, we’ve processed over US$250M for third parties. You focus on selling; we'll handle the borders.

Description

Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.

API Access

Has API No

API Access

Has API No

Screenshots View All

Screenshots View All

Bloomberg Income Tax Planner Screenshot 1

Integrations

Google Sheets Yes

Google Workspace Yes

Microsoft 365 Yes

Rightworks No

Explore All 3 Integrations

Integrations

Google Sheets No

Google Workspace No

Microsoft 365 No

Rightworks Yes

Explore All 1 Integration

Pricing Details

Depending on specific business needs; considering transaction amount, frequency, country, among others. We adapt to each business

Free Trial No

Free Version Yes

Pricing Details

No price information available.

Free Trial No

Free Version No

Deployment

Web-Based Yes

On-Premises No

iPhone App No

iPad App No

Android App No

Windows No

Mac No

Linux No

Chromebook No

Deployment

Web-Based Yes

On-Premises No

iPhone App No

iPad App No

Android App No

Windows No

Mac No

Linux No

Chromebook No

Customer Support

Business Hours No

Live Rep (24/7) No

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Types of Training

Training Docs Yes

Webinars No

Live Training (Online) Yes

In Person No

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person No

Vendor Details

Company Name

AlsoThere

Country

United States

Website

www.alsothere.com

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

pro.bloombergtax.com/income-tax-planner/

Product Features

Billing and Invoicing

Introducing the premier localized invoicing solution tailored for enterprise-level cross-border transactions. AlsoThere offers a comprehensive transactional framework that transcends conventional billing applications, allowing you to generate tax-compliant local invoices in as many as 14 currencies. This exceptional invoicing platform is designed specifically for mid-market and enterprise technology firms looking to eliminate global procurement challenges and streamline multi-national billing without the necessity of setting up foreign subsidiaries.

Billing Portal Yes

Contact Database No

Contingency Billing No

Customer Portal Yes

Customizable Invoices Yes

Dunning Management No

Hourly Billing No

Invoice History Yes

Mobile Payments No

Multi-Currency Yes

Online Invoicing No

Online Payments No

Payment Processing Yes

Project Billing No

Recurring/Subscription Billing Yes

Service Ticket Billing No

Tax Calculator Yes

Business Filing

Introducing a Game-Changing Option for International Business Establishment. If you're seeking to broaden your business horizons globally, AlsoThere presents an innovative solution: Subsidiary On-Demand. Unlike conventional foreign incorporation, which can take anywhere from 5 to 10 months and requires an initial investment ranging from $7,500 to $38,000 USD for legal setup, AlsoThere revolutionizes the process. With our service, you can achieve immediate commercial and legal presence in 43 countries, including the United States, European Union, and Latin America, all within 48 hours and without any setup expenses.

Annual Reports No

Business Licenses No

Copyright No

Corporate Dissolution No

Corporation (C Corp) No

Doing Business As (DBA) No

Limited liability company (LLC) No

Nonprofit No

Operating Agreements No

Patents No

Registered Agent Services No

S Corp No

Sole Proprietorship No

Trademark Registration No

Contract Management

AlsoThere provides a comprehensive solution for secure cross-border contracting and operational governance. It serves as a powerful governance tool that connects your sales team with international business partners. Utilizing its well-defined "Representation Agreement" structure, AlsoThere functions as your official local representative, enabling you to effortlessly negotiate and finalize legally binding contracts in the local jurisdiction without the requirement for foreign legal advisors.

Buy Side (Suppliers) No

Completion Tracking No

Compliance Tracking No

Contract Lifecycle Management No

Electronic Signature Yes

Full Text Search No

Government Contracts No

Pre-built Templates No

Sell Side (Customers) No

Specialty Contracts No

Version Control No

Workflow Management No

Proposal Management

Accelerate your global sales with our Compliant Proforma Quoting solution. AlsoThere enhances your lead response time and boosts conversion rates through a robust proposal and quotation framework. Our system streamlines the creation of international proposals, enabling your sales team to effortlessly generate and dispatch quotes that are pre-filled with essential legal terms, conditions, and region-specific pricing needed for successful cross-border transactions.

Automatic Formatting Yes

Calendar Management No

Collaboration No

Contact Management Yes

Content Repository Yes

Document Management Yes

Electronic Signature Yes

Knowledge Library No

Pipeline Management No

RFP Management No

Requirements Management No

Revision Management No

Task Management No

Templates Yes

Version Control No

Tax Planning

Introducing the ultimate solution for tax compliance tailored for businesses aiming for global expansion in the B2B sector. AlsoThere stands out as the leading Compliance-as-a-Service platform that simplifies the often complicated world of international tax strategy. Specifically crafted for B2B SaaS providers and professional service firms, it serves as your "On-Demand Subsidiary," seamlessly managing tax compliance across 43 countries. With AlsoThere, you can bypass the hassle of employing global tax consultants, as it expertly navigates the complexities of international tax regulations, allowing you to prioritize your revenue growth.

Detailed Savings Calculations No

Export Branded Proposal No

Export Branded Tax Plan No

Multi-Entity Planning No

Multi-Year Planning No

Proposed Legislation Planning No

State & Local Planning No

Strategy & Scenario Comparison No

Tax Return Diagnostics No

Tax Return Scanning No