BNA Income Tax Planner Web recognized as a Finalist for 2013 Innovation Awards

The company’s desktop tax planning system has long been recognized as the leader in tax planning. In April 2012, Bloomberg BNA launched a SaaS edition, BNA Income Tax Planner Web, that made a leading edge solution even more powerful.

BNA Income Tax Planner Web allows CPAs to efficiently show clients their tax situation with in-depth analysis and comparison of multiple, side-by-side scenarios for federal, all resident states, NYC, DC, and over 30 nonresident states. Always in compliance, it provides anytime, anywhere web access to the most accurate, up-to-date calculations and analysis.

Administrators centrally manage user privileges, controlling access to plans and securing sensitive client information based on individual or group access policies. The ability to track users and groups and the ability to monitor system usage with history reports reduces risk and increases control of valuable client data.

Since there is no software to install or maintain and no additional investment in server hardware, capital and operational costs are lowered. Data is hosted in audited SSAE 16 facilities using industry-leading security and vulnerability utilities for the utmost protection. Powerful search, document storage, and file sharing capabilities increase productivity, save time, and simplify client management. Tracking changes to client data and plans is easy with on-demand history queries and detailed audit trails of user activities. New product releases and updates are handled online and automatic data back-ups save countless hours of time and effort.

A CPA firm with offices in Folsom, Pleasanton, and Sunnyvale, California recently upgraded to BNA Income Tax Planner Web. The firm’s partners and staff travel frequently to meet with clients. With BNA Income Tax Planner Web, the team can access the program and client records and run updated tax projections from virtually any location.

Another long-time CPA customer in Rock Hill, South Carolina has been using BNA Income Tax Planner for nearly 30 years.

Last May, he was one of the first professionals to upgrade to BNA Income Tax Planner Web. The new Web-based version enables him and his team to provide a higher level of service, no matter where they happen to be. “BNA Income Tax Planner Web really makes us a lot more mobile, and because we no longer need to update software, all of our staff members always have the latest and greatest version,” he said.

“With BNA Income Tax Planner Web, we know our data is secure on Bloomberg BNA’s servers and that the information is being backed up regularly,” he continued. “Any CPA firm that’s not using Bloomberg BNA tax planning products is really missing out because it’s always ranked as the top-rated tax planning product out there?”