Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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.

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

Cloudwalks Yes 
Doc.It by IRIS Yes 
Fullintel Yes 
ProvenExpert.com Yes 
QuickBooks Online No 
Sagenext Yes 
SmartVault Yes 
StanfordTax Yes 
TaxDome Yes 
Teamstack Yes 
Truss Yes 
UltimateTax Yes 
Verito Yes 
Workpapers CS Yes 
Xero No 

Integrations

Cloudwalks No 
Doc.It by IRIS No 
Fullintel No 
ProvenExpert.com No 
QuickBooks Online Yes 
Sagenext No 
SmartVault No 
StanfordTax No 
TaxDome No 
Teamstack No 
Truss No 
UltimateTax No 
Verito No 
Workpapers CS No 
Xero Yes 

Pricing Details

$340 per year
Free Trial Yes 
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 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 No 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/proseries/

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

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 

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

UltraTax CS Reviews

UltraTax CS

Thomson Reuters
Bloomberg Income Tax Planner Reviews

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
OIC Tax Planner Reviews

OIC Tax Planner

iConcepts