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