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Description

Corporate Planner Sales empowers users to swiftly address any sales-related inquiries while maintaining a focused approach on sales opportunities and product offerings. This powerful software solution facilitates multidimensional analysis, accompanied by planning and simulation capabilities. With Corporate Planner Sales, sales management personnel have the flexibility to strategize across various factors such as employees, regions, countries, products, and product categories, allowing for the comparison of different scenarios and trends, as well as the examination of top-down distributions. The software simplifies the intricacies associated with multidimensional data. The pivotal question, “Who’s selling what to whom?” is tackled daily by the sales team from numerous angles. Given the intricate frameworks and vast number of dimensions that sales departments navigate, Corporate Planner Sales clarifies the connections within multidimensional datasets, enhancing staff members’ ability to evaluate the consequences of their choices. As a result, they become more adept at adapting to shifts in market dynamics, ensuring their strategies remain relevant and effective.

Description

Tax planning has long been a daunting task for small business owners due to intricate IRS regulations, challenging forecasting models, and a lack of accessible professional guidance. However, Tax Planner Pro revolutionizes this process with its user-friendly interface, straightforward instructional materials, and dedicated experts ready to assist you in every aspect of tax strategy and savings. By linking your financial data to Tax Planner Pro, our innovative tax strategy engine, IVAN, will assess your current financial situation and create a tailored tax plan specifically for your business. We promise to help you minimize your tax liability to just one dollar, guaranteed—whether that requires five strategies or thirty, we are committed to achieving your goal. Additionally, Tax Planner Pro ensures that your information is always current with automatic weekly updates synced to QuickBooks Online and Xero, making it a hassle-free experience. The setup process is quick and only takes a few minutes, allowing you to focus more on your business while we handle the complexities of tax planning. With Tax Planner Pro, small business owners can finally approach tax season with confidence and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
Xero No 

Integrations

QuickBooks Online Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$499 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CP Corporate Planning

Founded

1989

Country

Germany

Website

www.corporate-planning.com/en/

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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 

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