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Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

Description

Quickly and confidently prepare tax returns using software renowned for its user-friendly interface and advanced error-detection features. Discover why ProSeries has maintained its status as the top professional tax software for an extended period, with over 60,000 professionals consistently opting for it each year. Enjoy increased efficiency on every return thanks to built-in timesaving tools that enhance your workflow. By simply articulating your needs, you can swiftly locate the necessary forms or data entry sections. Save an impressive 23 minutes on each return by easily identifying fields that require data input, and promptly send email requests to clients with just a click. Have peace of mind that your returns are accurate, as the extensive diagnostic tools immediately highlight errors and guide you to the necessary corrections. Tailor a solution that aligns perfectly with your practice's needs and pay solely for the features you require. Additionally, consider our packaged bundles for substantial savings on each return you process. Take advantage of this opportunity to streamline your tax preparation process and improve your overall productivity.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cloudwalks No 
Doc.It by IRIS No 
Fullintel No 
MoneyGuide Yes 
Nitrogen Yes 
Orion Yes 
PreciseFP Yes 
ProvenExpert.com No 
Redtail CRM Yes 
Sagenext No 
Salesforce Yes 
SmartVault No 
StanfordTax No 
TaxDome No 
Teamstack No 
Truss No 
UltimateTax No 
Verito No 
Wealthbox Yes 
Workpapers CS No 

Integrations

Cloudwalks Yes 
Doc.It by IRIS Yes 
Fullintel Yes 
MoneyGuide No 
Nitrogen No 
Orion No 
PreciseFP No 
ProvenExpert.com Yes 
Redtail CRM No 
Sagenext Yes 
Salesforce No 
SmartVault Yes 
StanfordTax Yes 
TaxDome Yes 
Teamstack Yes 
Truss Yes 
UltimateTax Yes 
Verito Yes 
Wealthbox No 
Workpapers CS Yes 

Pricing Details

$1,125 per month
Free Trial No 
Free Version No 

Pricing Details

$340 per year
Free Trial Yes 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
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

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/proseries/

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

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Sales Tax

Address Validation No 
Audit Trail Yes 
Consumer Use Tax Yes 
Exemption Management Yes 
Tax Calculator Yes 
Tax Filing Yes 
Taxability Verification Yes 
Transaction Tracking Yes 
Value Added Tax (VAT) No 

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

Wealth Docx Reviews

Wealth Docx

WealthCounsel
UltraTax CS Reviews

UltraTax CS

Thomson Reuters