Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Octane11
Yes
3forge
Yes
ANALEC Resonate
Yes
AlternativeSoft
Yes
Arbor Portfolio Manager
Yes
Archive360
Yes
Bloomberg Terminal
Yes
Caliber
Yes
Comma Compliance
Yes
Datalog TMS
Yes
Integrations
Octane11
Yes
3forge
No
ANALEC Resonate
No
AlternativeSoft
No
Arbor Portfolio Manager
No
Archive360
No
Bloomberg Terminal
No
Caliber
No
Comma Compliance
No
Datalog TMS
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
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