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About

Ivans Exchange lets you manage all of your agency download requests in one spot. Plus, use the application’s data-driven insights to evaluate current agency adoption and develop a game plan for optimizing future download connection opportunities. In addition to immediate time savings, Ivans Exchange helps you strengthen relationships with your agency partners and make better business decisions to drive growth. Give the timely, exceptional service that your agency partners are looking for. Ivans Exchange is a quick way to save time for both you and your industry partners, removing friction from your relationships and making the industry better along the way. Let data help you make the best decisions for your business. Ivans Exchange provides you with data insights on agency feedback and download quality that will help you build a roadmap to better connect with the lines that agents are demanding the most.

About

Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurers wanting a tool to stay up to date on their current agency download connections and requests

Audience

Accountants seeking a tax planning software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$499 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • Really great price, love the lifetime package. Integrates with QuickBooks and Xero. Runs full business and personal projection. Suggests strategies.

Cons

  • Not enough strategies (only about 20). Chat only support.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ivans
Founded: 1983
United States
www.ivans.com/for-carriers/products/ivans-exchange/

Company Information

Tax Planner Pro
Founded: 2015
www.taxplannerpro.com

Alternatives

Alternatives

OIC Tax Planner

OIC Tax Planner

iConcepts
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero
Claim Ivans Exchange and update features and information
Claim Ivans Exchange and update features and information
Claim Tax Planner Pro and update features and information
Claim Tax Planner Pro and update features and information