Tax Planner Pro

Bonita Springs, United States Founded: 2015 • Age: 11 yrs
Offers tax projection tools and strategies for accountants to manage client taxes.

About Tax Planner Pro

Tax Planner Pro is a company based in Bonita Springs (United States) founded in 2015. It operates as a SaaS. Tax Planner Pro offers products and services including Tax Planner Pro Software and IVAN AI Engine. Tax Planner Pro operates in a competitive market with competitors including TaxAct, TaxDown, OnlinePajak, Blue dot and Anrok, among others.

  • Headquarter Bonita Springs, United States
  • Sectors
    Technology
  • Website taxplannerpro.com
  • Social X

Products & Services of Tax Planner Pro

Tax Planner Pro offers a comprehensive portfolio of products and services, including Tax Planner Pro Software and IVAN AI Engine.

Tax Planner Pro Software
Tax Planning Tool

Enables automated tax projections and strategy recommendations for accountants.

IVAN AI Engine
AI Analysis Tool

Analyzes financial data to suggest tax-saving strategies and plans.

Competitors of Tax Planner Pro

Tax Planner Pro operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as TaxAct, TaxDown, OnlinePajak, Blue dot and Anrok, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
taxact.com1998Dallas, United States$85M133
Tax filing software is offered for individuals and businesses.
taxdown.es2018Madrid, Spain$26.08M–
Cloud and app-based tax management solutions for individuals and businesses
online-pajak.com2014Jakarta, Indonesia$37M–
Tax reporting SaaS platform is provided for SMEs.
bluedotcorp.com2013Amstelveen, Netherlands$76M–
Tax compliance solutions are delivered for employees and businesses.
anrok.com2020San Francisco, United States$113.6M–
Cloud-based sales tax compliance solution that automates tax calculation and filing for software-as-a-service companies, enabling them to focus on growth while ensuring compliance with global tax regulations
drakesoftware.com1976Knoxville, United States––
Professional tax preparation software is developed for tax professionals.
taxscouts.com2017London, United Kingdom$8.22M24
Tax planning is delivered via chatbots and human advisors.
exactera.com2001Tarrytown, United States$73M–
Tax compliance software solutions are provided for business operations.
taxbuddy.com2018Mumbai, India$3.68M68
Assisted and DIY online tax filing services are provided.
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Detailed competitors of Tax Planner Pro

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

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Web traffic of Tax Planner Pro

Websites that share an audience with Tax Planner Pro (taxplannerpro.com).

Similar websites

Websites whose visitors overlap most with Tax Planner Pro. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
corvee.com
92%
21.1K#1,458,384View details

Similar companies to Tax Planner Pro

10 companies that operate in the same segment as Tax Planner Pro (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
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Frequently Asked Questions about Tax Planner Pro

Tax Planner Pro was founded in 2015.

Tax Planner Pro is headquartered in Bonita Springs, United States. It is registered at Bonita Springs, Florida, United States.

Tax Planner Pro is a software platform that automates tax projections and recommends strategies to reduce liabilities for accountants and bookkeepers. It integrates with tools like QuickBooks for weekly updates and generates customizable reports. Based in Bonita Springs, Florida, it serves professionals by using AI to analyze financial data and suggest tax-saving ideas. Users can simulate scenarios to optimize plans and improve client services.

Tax Planner Pro's top competitors include TaxDown, TaxBuddy and Anrok.

Tax Planner Pro offers Tax Planner Pro Software and IVAN AI Engine.

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