Planner CS

A budgeting, planning & forecasting application designed by Thomson Reuters for accounting/legal/professional companies.

About Planner CS

Planner CS is your ultimate tax planning tool. If you’re planning on adding financial planning services to your firm this is your ultimate solution. Analyzing numerous tax strategies gives you the ability to provide personalized service to your clients. The user friendliness of Planner CS allows you to analyze incredibly complex scenarios in minutes, rather than the hours it takes to process the same scenarios manually.

Planner CS gives you many features, allowing you to provide dynamic and flexible tax-planning capabilities for your clients. Planner CS will give you the flexibility to apply percent or dollar changes across a plan; and carry plans far into the future. This professional tool will give you the capability to:

  • Analyze an unlimited number of alternatives for an unlimited number of future years.
  • Use instantaneous updating allows you to view the implications of different tax alternatives as you change them.
  • Utilize built in state specific laws and regulations allow you to ensure tax compliance in whatever state your clients reside.
  • Integrate data from UltraTax CS and GoSystem Tax.
  • Print off numerous reports, both from templates or customized by you.
  • Produce professional client communications with Planner CS’ processing capabilities.
  • Utilize built-in graphing capabilities to clearly communicate your recommendations to your clients.

Product Overview

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