Planium Pro

Planium Pro

Levant Software Technology
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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.

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.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accountants, business advisors, SMEs and startups

Audience

Practice Management Solution for Tax Businesses and CPA firms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month

60-day risk free money-back guarantee

https://www.planiumpro.com/pricing-professional/
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

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

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:

Review this Software

Pros & Cons from Real Users

Pros

  • Ease of use, and comes with all features I need to output a business plan. The software is cloud-based, so i can login and use with any of my device. After sale Customer service is also very helpful.

Cons

  • Its good if could provide more template themes to let customer choose.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Levant Software Technology
Founded: 2017
Australia
www.planiumpro.com

Company Information

Taxaroo
Founded: 2014
United States
taxaroo.com

Alternatives

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
Align

Align

Align Technologies
STRATWs ONE

STRATWs ONE

Siteware
Jira

Jira

Atlassian
Practice CS

Practice CS

Thomson Reuters
ESM+Strategy

ESM+Strategy

ESM Software Group

Categories

Business Plan Supported
Dashboard Supported
Reporting Supported

Categories

Business Management Features

Billing & Invoicing Not Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Business Plan Features

Business Plan Templates Supported
Collaboration Supported
Dashboard Supported
Financial Projections Supported
Financial Templates Supported
Fundraising Management Not Supported
Investor Management Not Supported
Pitch Presentation Supported
Social Sharing Not Supported
Step-by-Step Wizard Supported

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Not Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Supported
Visual Workflow Management Not Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Not Supported
Functions / Calculations Supported
Interactive Not Supported
KPIs Not Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Not Supported
Scorecards Not Supported
Themes Not Supported
Visual Analytics Not Supported
Widgets Not Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Not Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Integrations

Google Calendar Not Supported
MYOB Supported
MYOB AccountRight Supported
Microsoft 365 Not Supported
QuickBooks Online Supported
Stripe Not Supported
Xero Supported

Integrations

Google Calendar Supported
MYOB Not Supported
MYOB AccountRight Not Supported
Microsoft 365 Supported
QuickBooks Online Not Supported
Stripe Supported
Xero Not Supported
Claim Planium Pro and update features and information
Claim Planium Pro and update features and information
Claim Taxaroo and update features and information
Claim Taxaroo and update features and information