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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

TAXX SAVAGE offers an affordable start-up investment with a user-friendly software platform hosted in the cloud, complemented by a comprehensive suite of training videos that simplify the tax preparation process. Don't underestimate the power of our competitively priced software; it comes packed with all the essential features you need! Additionally, there’s no revenue sharing involved, and you won’t need an EFIN to access our software. Our dedicated team is here to motivate and support you as you work towards achieving the financial independence you desire. We equip you with the necessary tools to launch and expand your tax business, including guidance on effective marketing strategies. You will have access to everything required to operate and grow your business, akin to major franchises. Even if you opt out of our optional marketing package, our video training program includes valuable insights into marketing essentials, ensuring you’re well-prepared for success. With our resources at your fingertips, you’ll be well on your way to building a thriving tax preparation business.

Description

Tax laws evolve swiftly, making it challenging for clients to keep up with their obligations. It is essential to create effective strategies that position them favorably for the upcoming tax seasons. Thomson Reuters Planner CS tax planning software is updated throughout the year to incorporate new regulatory changes, enabling you to deliver comprehensive insights to your clients with ease. You can conduct analyses that evaluate various scenarios, such as joint versus married filing separately, and present your findings in polished, user-friendly formats. Discover how Planner CS equips you with robust tools that not only save time but also guarantee precision, allowing you to deliver a professional tax analysis that guides your clients in making informed tax planning decisions. Additionally, you can formulate tactics to minimize your clients' tax liabilities, monitor carry-forward items for subsequent years, and compute necessary payments, among other functionalities. With its intuitive navigation and efficient templates, you can swiftly tackle intricate tax planning challenges your clients may face. Ultimately, this software empowers you to enhance your service offerings, reinforcing your role as a vital resource in their financial journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ace Cloud Hosting No 
Octane11 No 

Integrations

Ace Cloud Hosting Yes 
Octane11 Yes 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Taxx Savage

Country

United States

Website

taxxsavage.com

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs

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

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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UltraTax CS

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