Planium ProLevant Software Technology
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Related Products
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About
Premium Strategic Business Planning Software for professional users and individuals.
As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff.
Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.
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About
Taxaroo is the ultimate cloud-based practice management software designed specifically for tax businesses and CPA firms. Our platform revolutionizes the way you manage your practice by offering a suite of advanced features including "Roo, The AI Tax Advisor," which automates client interactions, and a secure client portal for seamless document exchange. With workflow automation, you can streamline your processes, from client onboarding to tax filing.
Taxaroo is incredibly user-friendly, requiring no upfront investment in high-priced consultants or long onboarding processes. It's also the most affordable solution in the market, making it ideal for small to medium-sized practices.
Our software is continuously updated to meet industry standards and client needs. With Taxaroo, you get an all-in-one solution that elevates your tax practice to new heights of efficiency and client satisfaction.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accountants, business advisors, SMEs and startups
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Audience
Practice Management Solution for Tax Businesses and CPA firms
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$ 10 per user per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLevant Software Technology
Founded: 2017
Australia
www.planiumpro.com
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Company InformationTaxaroo
Founded: 2014
United States
taxaroo.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Business Plan Features
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Business Process Management Features
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Dashboard Features
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Reporting Features
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
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Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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Integrations
Google Calendar
MYOB
MYOB AccountRight
Microsoft 365
QuickBooks Online
Stripe
Xero
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Integrations
Google Calendar
MYOB
MYOB AccountRight
Microsoft 365
QuickBooks Online
Stripe
Xero
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