Average Ratings 22 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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 

Screenshots View All

Screenshots View All

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 
Microsoft Outlook Yes 
Microsoft Power Apps Yes 
Microsoft PowerPoint Yes 
My ConneX Yes 
Quickwork Yes 
Strety Yes 
Synigo Pulse Yes 
Vindaris Yes 
Xero No 
iCoPlan 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 
Microsoft Outlook No 
Microsoft Power Apps No 
Microsoft PowerPoint No 
My ConneX No 
Quickwork No 
Strety No 
Synigo Pulse No 
Vindaris No 
Xero Yes 
iCoPlan 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 

Alternatives

Alternatives

Tempo Portfolio Manager Reviews

Tempo Portfolio Manager

Tempo Software
Bloomberg Income Tax Planner Reviews

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Smartsheet Reviews

Smartsheet

Smartsheet.com
OIC Tax Planner Reviews

OIC Tax Planner

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