Average Ratings 22 Ratings
Average Ratings 1 Rating
Description
Streamline collaboration with Microsoft Planner, transforming disorganized teamwork into efficient productivity! This tool simplifies the process for teams to initiate plans, allocate and organize tasks, share documents, engage in discussions about ongoing projects, and monitor progress updates. You can easily access Planner via the Office 365 app launcher with just one click. From there, you can swiftly set up a new plan, form a team, designate tasks, and adjust statuses—all in a few straightforward steps. Each plan features its own dedicated board, enabling you to arrange tasks into various categories. You can sort tasks by their current status or by the team member assigned to them. Adjusting task statuses or changing assignments is as simple as dragging and dropping items between columns. The My Tasks view offers a detailed overview of all your assignments and their current statuses across every plan you are involved in. When collaborating on a project, each team member has clear visibility into who is handling which tasks. Tailored for Office 365, Planner allows you to attach relevant files to specific tasks, collaborate on those documents, and hold discussions centered around particular assignments, fostering a more connected and efficient team environment. Additionally, the intuitive interface encourages all users to stay engaged and informed as projects progress.
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
Integrations
Businessmap
Yes
CRES
Yes
Cloud Migrator
Yes
Datameer
Yes
FluentPro Backup
Yes
FluentPro Project Migrator
Yes
Lyftrondata
Yes
Meisterplan
Yes
Microsoft 365 Copilot Workflows
Yes
Microsoft Excel
Yes
Integrations
Businessmap
No
CRES
No
Cloud Migrator
No
Datameer
No
FluentPro Backup
No
FluentPro Project Migrator
No
Lyftrondata
No
Meisterplan
No
Microsoft 365 Copilot Workflows
No
Microsoft Excel
No
Pricing Details
$5 per month
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Microsoft
Founded
1975
Country
United States
Website
products.office.com/en-us/business/task-management-software
Vendor Details
Company Name
Tax Planner Pro
Founded
2015
Website
www.taxplannerpro.com
Product Features
Agile Project Management Tools
Backlog Management
No
Feedback Management
No
Gantt/Timeline View
No
Kanban Board
No
Prioritization
No
Request Management
No
Resource Management
No
Retrospectives Management
No
Status Tracking
No
Supports Scrum
No
Team Management
No
Template Management
No
Workflow Management
No
Collaboration
Brainstorming
No
Calendar Management
No
Chat / Messaging
No
Contact Management
No
Content Management
No
Document Management
No
Project Management
No
Real Time Editing
No
Task Management
No
Version Control
No
Video Conferencing
No
IT Project Management
Bug Tracking
No
Issue Management
No
Milestone Tracking
No
Percent-Complete Tracking
No
Portfolio Management
No
Prioritization
No
Product Roadmapping
No
Requirements Management
No
Resource Management
No
Status Tracking
No
Supports Agile
No
Supports Scrum
No
Task Management
No
Testing / QA Management
No
Time & Expense Tracking
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Task Management
Collaboration
No
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
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