An Easy Revenue-Enhancer for You, a High-Value Service for Your Clients
Planner CS is the ideal tool for adding high-value tax planning services to your
service portfolio. Making it easy to create an unlimited number of scenarios over
any number of years, Planner CS allows you to analyze countless tax strategies and
communicate results easily using a variety of presentation tools.
Planner CS offers:
- Incredible Ease of Use—Simple navigation and
timesaving templates allow you to quickly and easily analyze complex tax
implications for your clients. You can even view the implications of various tax
alternatives as you make changes using the unique Watch Window.
- Quality Client Communications—Built-in word
processing and graphing capabilities allow you to create a professional
presentation that will help you clearly communicate various tax alternatives to
your clients, so they can make informed financial decisions.
- Seamless Integration—Planner CS automatically
imports client data directly from UltraTax CS and
GoSystem Tax to minimize data entry.
- Stimulus Updates—Built-in processing for the
American Recovery and Reinvestment Act of 2009 to help you with your clients
that need assistance with future planning including a W-4 calculator to plan
for the new payroll changes, increased AMT planning, details for the
nonrefundable personal tax credits used to offset regular and AMT liability
for 2009, and more.
Planner CS Receives 5 Stars
The CPA Technology Advisor – August 2008
"With its unlimited scenarios, easily navigated user interface and
superb integration capabilities, Planner CS is an excellent product to use
either with the vendor's other CS Professional Suite applications or as a
stand-alone product."
Read the full review (external link)
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TAX & ACCOUNTING
THOMSON REUTERS
