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Average Ratings 0 Ratings

Total
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support

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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.

Description

Plan-IT™ is a sophisticated planning management system developed by ATSER, which streamlines the planning stage of engineering and construction projects. This innovative, technology-driven system has been effectively utilized for planning initiatives ranging from small-scale projects to those with budgets in the billions. Plan-IT™ offers extensive customization options to align with your specific workflow and functional needs. The software ensures that all forms and reports can be tailored to match your existing documentation seamlessly. Additionally, Plan-IT™ consolidates all project information into a centralized, easily accessible repository that remains up-to-date. As a fully web-based application, it eliminates the need for any downloads on the client side, enhancing user convenience. It includes features for customizable account management, code tracking, funding source logs, and fund reallocation. Users can easily manage project logs, budgets, forecasts, and import estimates, making it a comprehensive tool for efficient project management. With its robust capabilities, Plan-IT™ empowers teams to work more effectively and make informed decisions throughout the project lifecycle.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Rightworks Yes 

Integrations

Rightworks No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Bloomberg Tax & Accounting

Country

United States

Website

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

Vendor Details

Company Name

ATSER

Founded

1993

Country

United States

Website

www.atser.com/plan-it/

Product Features

Tax Planning

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 

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

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