Planium ProLevant Software Technology
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
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 InformationLevant Software Technology
Founded: 2017
Australia
www.planiumpro.com
|
Company InformationTaxaroo
Founded: 2014
United States
taxaroo.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
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
|
|||||
|
|
|