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Average Ratings 1 Rating
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
Integrations
QuickBooks Online
No
Xero
No
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