Is Planner CS right for your business?

Planner CS is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Planner CS demo, technical support, product or pricing information or to simply to compare Planner CS with competitive options? Quickly get answers and the information you need.

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.