800-230-2322
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.
Strengths
- 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
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