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Description

Simplify your planning process without the complexities of traditional project management tools. You can create plans, monitor progress, and achieve results effortlessly through your browser, smartphone, or tablet. Join the ranks of countless organizations that have unlocked the benefits of Milestone Planner, a straightforward and effective way to create and manage plans. Whether it’s for long-term strategic planning or the day-to-day tasks that require attention, you can establish timelines, set milestones, and even invite your team to collaborate, enabling you to start making strides today. With Milestone Planner's innovative visual design, everyone on your team can quickly grasp the overall project status. You can effortlessly zoom in and out to focus on specific dates or details, allowing you to view as much or as little information as necessary. The user-friendly web interface ensures that updating your plans takes mere seconds instead of hours, making project management more efficient. Simply drag and drop elements to modify your plans, and with just one click, export professional-grade documents for presentations and reports. Experience how uncomplicated planning can be with Milestone Planner. Take control of your projects today and witness the transformation in your planning efficiency.

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

$3.21 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
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 No 
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

SocialOptic

Country

United Kingdom

Website

socialoptic.com

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Product Features

Project Planning

Agile Methodologies No 
Budget Management No 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management No 
Traditional Methodologies 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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