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Product & Service Guide

RedGear Technologies — TaxWorks Tax Planner




2011 Overall Rating 4


Best Fit

Firms using TaxWorks who want to expand into tax planning as a client service offering, or want a simple add-on tool for performing quick projections.


  • Easy to use
  • Adjustable inflation projection
  • Inexpensive
  • Integration with TaxWorks

Potential Limitations

  • Generally basic planning capabilities
  • Limited report customization
  • Little external integration

Summary & Pricing

The TaxWorks Tax Planner is a simple tool for quickly creating client scenarios for a few years, and is best suited to users of the TaxWorks preparation system. The Tax Planner system costs $295 for a site license that allows use by all staff in the same office.


Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor


Basic System Functions 4

Core Tax Planning Features 3.75

Reporting 3.75

Import/Export/Integration 3.75

Help/Support 4.5

See inside November 2011

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