Skip to main content

RedGear Technologies — TaxWorks Tax Planner

Isaac M. O'Bannon

Oct. 05, 2011

RedGear

800-230-2322

www.taxworks.com

 

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

See inside November 2011

CCH, a Wolters Kluwer business — ProSystem fx Planning

800-739-9998 www.cchgroup.com    2011 Overall Rating 4.25   Best Fit  Full-service accounting professionals using the integrated ProSystem fx Suite to serve broad client bases.   Strengths Excellent integration with ProSystem fx Tax & Engagement Up to 30 side-by-side cases Ease-of-use   Potential Limitations Plans limited to four years of projections Aside from exporting into other […]

Previous

Tax Planner Included with All-Inclusive Drake Tax Suite

800-230-2322 www.DrakeSoftware.com While most other tax software developers offer tax planning for an additional annual fee, Drake Software has gone with an all-inclusive approach to its entire professional tax compliance suite. The suite provides 1040, 1040NR, 1041, 1065, 1120, 1120S, 706, 709, 990 and 990PF preparation, support for all states with income taxes, and unlimited […]

Next