Financial Software & Services
Tax Planning Software For Advisors
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Connect intricate tax strategies with practical, client-focused solutions, ensuring every tax recommendation is clear and accurate.Why Choose Orases?
Orases understands that effective tax planning is an integral part of financial advising. Our tax planning software for advisors is designed to simplify complex tax strategies, making them easily accessible and understandable. With this tool, you are empowered to offer personalized and precise recommendations, helping your clients save money and reach their financial objectives.
The software boasts a user-friendly interface and a straightforward approach, enabling you to effortlessly navigate through tax laws and strategies. This transforms the challenging task of tax planning into a straightforward process, providing you with the assurance needed to expertly guide your clients along their financial path with precision and attention to detail.
Quickly generate comprehensive tax analyses and proposals, allowing more time for strategic planning.
Navigate through a variety of tax scenarios, including deductions, legal entity structures, and up-to-date tax legislations such as the Tax Cuts and Jobs Act and CARES Act.
Enhance your service offering with advanced tax planning, attracting clients seeking substantial tax savings.
Learn As You Go
No need to be a tax expert—our software provides educational resources to help you apply key tax strategies confidently.
Gain insight into how each tax strategy affects your client’s financial standing, with the ability to adjust inputs and select the most suitable strategies.
Features Of Tax Planning Software For Advisors
This software simplifies the complexity of tax laws and strategies, providing a user-friendly and clear platform.
Efficient Data Collection
Tax planning software for advisors simplifies the client information-gathering process with user-friendly questionnaires. This ensures all essential data is collected accurately and comprehensively, forming a reliable foundation for tax planning.
Analysis Of Tax Legislation
The software allows advisors to evaluate the effects of both existing and proposed tax laws on a client’s financial situation. This proactive approach ensures that advisors can adjust strategies in a timely manner, providing pertinent and up-to-date advice.
Automated Report Generation
Create polished, detailed tax planning strategies and recommendations with ease, and present them to clients in a professional PDF format. This not only saves time but also enhances client understanding and trust in the services provided.
The software comes with a variety of educational tools and resources, helping advisors to continually enhance their knowledge and skills in tax planning. This commitment to professional development ensures a high standard of advice and service is maintained.