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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Bloomberg stands as the premier authority in global business and financial information, delivering news and insights that shape the industry. By leveraging cutting-edge technology, we link decision-makers to precise financial market data, enabling them to make informed and swift choices. While many corporations seek a clear mission, Bloomberg was established with a definitive purpose: to positively impact the world. This commitment is evident in our innovative products that have sparked a lasting transformation in the financial landscape. Our dedication extends to our employees, as we prioritize their development throughout their professional journeys. Furthermore, our initiatives demonstrate how we utilize our resources, expertise, and profits to bring about meaningful change globally through the influence of data. We firmly believe that profit and ethical principles coexist harmoniously; they complement each other effectively. Ultimately, prioritizing integrity for our team, clients, communities, and the environment not only aligns with our values but also serves as the foundation for our business success. Our vision continues to inspire and challenge us to aim higher.

Description

Tax laws evolve swiftly, making it challenging for clients to keep up with their obligations. It is essential to create effective strategies that position them favorably for the upcoming tax seasons. Thomson Reuters Planner CS tax planning software is updated throughout the year to incorporate new regulatory changes, enabling you to deliver comprehensive insights to your clients with ease. You can conduct analyses that evaluate various scenarios, such as joint versus married filing separately, and present your findings in polished, user-friendly formats. Discover how Planner CS equips you with robust tools that not only save time but also guarantee precision, allowing you to deliver a professional tax analysis that guides your clients in making informed tax planning decisions. Additionally, you can formulate tactics to minimize your clients' tax liabilities, monitor carry-forward items for subsequent years, and compute necessary payments, among other functionalities. With its intuitive navigation and efficient templates, you can swiftly tackle intricate tax planning challenges your clients may face. Ultimately, this software empowers you to enhance your service offerings, reinforcing your role as a vital resource in their financial journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Octane11 Yes 
ANALEC Resonate Yes 
AlternativeMarketData.com Yes 
AlternativeSoft Yes 
Archive Intel Yes 
Caliber Yes 
Comma Compliance Yes 
Datalog TMS Yes 
Dynamo Software Yes 
GovCon Suite Yes 
HERE Enterprise Browser Yes 
Index One Yes 
Macrobond Yes 
PQShield Yes 
PackHedge™ Yes 
QuantConnect Yes 
Seasonax Yes 
SiMa Yes 
StreetLight Data Yes 
Wyden Yes 

Integrations

Octane11 Yes 
ANALEC Resonate No 
AlternativeMarketData.com No 
AlternativeSoft No 
Archive Intel No 
Caliber No 
Comma Compliance No 
Datalog TMS No 
Dynamo Software No 
GovCon Suite No 
HERE Enterprise Browser No 
Index One No 
Macrobond No 
PQShield No 
PackHedge™ No 
QuantConnect No 
Seasonax No 
SiMa No 
StreetLight Data No 
Wyden No 

Pricing Details

$0.99 per month
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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Bloomberg

Country

United States

Website

www.bloomberg.com

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

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

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 

Alternatives

Alternatives

Bloomberg Income Tax Planner Reviews

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
UltraTax CS Reviews

UltraTax CS

Thomson Reuters