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Average Ratings 0 Ratings

Total
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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.

Description

Assist students in achieving their degrees through the uAchieve® Planner, an innovative academic planning tool that utilizes existing audit data to generate tailored term recommendations for a smoother path to graduation. With the uAchieve Planner, guiding students to complete their degrees becomes more efficient and streamlined, as it offers personalized planning based on their declared programs. These structured term plans not only facilitate student progress but also equip institutions with vital aggregate data for analyzing course demand and optimizing classroom scheduling. CollegeSource is significantly advancing the field of academic course planning with the release of uAchieve Planner version 5.0, which features a new algorithm capable of automatically generating degree pathway plans based on audit requirements. This functionality addresses common student inquiries, such as maximum credit loads per term and anticipated graduation dates, ensuring they have clear navigation along their educational journey. Furthermore, the automated creation of term-by-term pathways, complete with intuitive course suggestions, enhances the overall student experience and supports academic success.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Ellucian Colleague Student No 
Oracle PeopleSoft No 
QuickBooks Online Yes 
Xero Yes 

Integrations

Ellucian Colleague Student Yes 
Oracle PeopleSoft Yes 
QuickBooks Online No 
Xero No 

Pricing Details

$499 per year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Vendor Details

Company Name

CollegeSource

Country

United States

Website

collegesource.com/degree-planning-tools/uachieve-planner/

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 

Product Features

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