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.
Planner CS Receives 5 Stars
The CPA Technology Advisor – September 2007
"This interface is outstanding, providing unparalleled intuitiveness and
ease-of-use that gives quick access to extreme detail, but also allows users to
produce quick, rough plans by entering simple or estimated data on top level
summaries."
