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The web-based version of the system includes online document management that allows users to link client documents to tax planning engagements, as well as search utilities for finding data. File sharing options are also available.
Import/Export/Integration: 4.75 Stars
In addition to the email integration and the ability to save files to PDF, Word and Excel formats, data bridges are available to GoSystem Tax, Lacerte, ProSystem fx, Crosslink and UltraTax. For users of the web version, mobile apps are available for iPhone and iPad.
Help/Support: 5 Stars
The program provides a help index with right-click menu options and task-specific lookups, as well as program tutorials built-into the program. Online resources include FAQs, implementation guides, user manuals, tax reference manuals, tax help for each field, white papers and training options. Program updates (for the installed version) can be set to automatically occur.
The web-based version is designed for Internet Explorer, Firefox, Chrome and Safari. Live technical support is included with program pricing.
Summary & Pricing
BNA Income Tax Planner and the web version of the program, offer a very easy to use and learn system, with very strong and comprehensive planning, calculation and scenario testing utilities.
With support for all income tax states, and tools for managing complex clients, the system is ideal for firms serving the needs of high net worth individuals, and those with challenging taxation needs. Pricing varies based on specific firm state needs, with the base federal system starting at about $600.