BNA Income Tax Planner Web Product Features from Bloomberg BNA
2
BNA INCOME TAX PLANNER WEB /////////////////////////////////////////////////// The most trusted name in tax planning, available with secure, anywhere, anytime web access. :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: Maximize your resources, remove geographical barriers, and reduce IT costs while improving the efficiency of your tax planning with BNA Income Tax ™ Planner Web. With added power, speed, and functionality, BNA Income Tax Planner Web allows you to conveniently and securely access, update, and store data online. Whether working remotely, on-site with clients, or on the road, you’ll save time and money with automatic regulatory and program updates to assure you the most accurate, up-to-date calculations and analysis. Gain Productivity When You Need It Most BNA Income Tax Planner Web allows you to serve clients from virtually anywhere. Easy online access ensures that authorized users in your firm can make full use of all the productivity- boosting capabilities that simplify client management: • Data Accessibility – Client and plan search utilities let you quickly find the client information you need when you need it. • Document Management – Document storage capabilities allow you to store and link relevant client documents (.doc, .xls, .pdf) to your clients’ tax planning cases. • File Sharing – Quickly and securely share tax plans and documents with colleagues based upon predefined access rights. • Activities History – Track income tax planning activities, plans/cases, documents, and history of client interactions via notes and on- demand queries. Enhance User Administration BNA Income Tax Planner Web enables administrators to easily manage users’ privileges to prevent unauthorized access to system software and data. Administrators can centrally manage access to plans and valuable client information based on individual or group access policies. The ability to track users and groups — including access rights to client plans and data — and the ability to monitor system usage with history reports reduces risk and ensures administrative control. Ensure Data Security and Audit Compliance BNA Income Tax Planner Web provides roles-based permissioning and usage history tracking to further safeguard access to valuable client information. You can be confident that all your client data is safe and unaltered in secure, scalable, hosting facilities. • Access Management – Roles-based user and group privileges (e.g., edit, read only, blocked) help you efficiently manage access rights to sensitive client information. • Audit Trail – Tracking changes to client data and plans is made simple with on-demand history queries of user activities. • Data Storage Security – All client and user data is hosted in audited SSAE 16 facilities, using industry- leading security for the utmost protection. • Personal Plans – Password- protected personal tax plans prohibit access by all others, including system administrators.
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With BNA Income Tax Planner from Bloomberg BNA you can accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of multiple, side-by-side scenarios. Calculations, analytics, and regulatory compliance are all handled automatically, with greater peace of mind than using spreadsheets, tax preparation software or traditional financial planning packages. With BNA Income Tax™ Planner Web, it’s now possible to gain secure access to the most up-to-date data, calculations, and analysis anytime, from virtually any location.
Transcript of BNA Income Tax Planner Web Product Features from Bloomberg BNA
BNA INCOME TAX PLANNER WEB////////////////////////////////////////////////////The most trusted name in tax planning, available with secure, anywhere, anytime web access.
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Maximize your resources, remove geographical barriers, and reduce IT costs while improving the efficiency of your tax planning with BNA Income Tax™ Planner Web. With added power, speed, and functionality, BNA Income Tax Planner Web allows you to conveniently and securely access, update, and store data online. Whether working remotely, on-site with clients, or on the road, you’ll save time and money with automatic regulatory and program updates to assure you the most accurate, up-to-date calculations and analysis.
Gain Productivity When You Need It Most
BNA Income Tax Planner Web allows you to serve clients from virtually anywhere. Easy online access ensures that authorized users in your firm can make full use of all the productivity- boosting capabilities that simplify client management:
• Data Accessibility – Client and plan search utilities let you quickly find the client information you need when you need it.
• Document Management – Document storage capabilities allow you to store and link relevant client documents (.doc, .xls, .pdf) to your clients’ tax planning cases.
• File Sharing – Quickly and securely share tax plans and documents with colleagues based upon predefined access rights.
• Activities History – Track income tax planning activities, plans/cases, documents, and history of client interactions via notes and on-demand queries.
Enhance User Administration
BNA Income Tax Planner Web enables administrators to easily manage users’ privileges to prevent unauthorized access to system software and data. Administrators can centrally manage access to plans and valuable client information based on individual or group access policies. The ability to track users and groups — including access rights to client plans and data — and the ability to monitor system usage with history reports reduces risk and ensures administrative control.
Ensure Data Security and Audit Compliance
BNA Income Tax Planner Web provides roles-based permissioning and usage history tracking to further safeguard access to valuable client information. You can be confident that all your client data is safe and unaltered in secure, scalable, hosting facilities.
• Access Management – Roles-based user and group privileges (e.g., edit, read only, blocked) help you efficiently manage access rights to sensitive client information.
• Audit Trail – Tracking changes to client data and plans is made simple with on-demand history queries of user activities.
• Data Storage Security – All client and user data is hosted in audited SSAE 16 facilities, using industry-leading security for the utmost protection.
• Personal Plans – Password- protected personal tax plans prohibit access by all others, including system administrators.
1801 South Bell Street, Arlington, VA 22202© 2013 BNA Software, a division of Tax Management Inc. All rights reserved.
0513rc JO9031 56-8317
For more information call 800.424.2938 (select option 3), contact your local Bloomberg BNA Representative, or visit www.bnasoftware.com
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BNA INCOME TAX PLANNER WEB
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Always accessible, always in compliance, with anytime, anywhere access to the most accurate calculations and analysis.
Lower Capital and Operational Costs
BNA Income Tax Planner Web is a convenient, efficient way to manage your tax planning software needs, relieving you of IT infrastructure burdens and costs. There is no additional investment in server hardware required and no labor-intensive software to maintain. New product releases and updates are handled online by our technical team and data back-ups are performed automatically, saving you countless hours of time and effort.
Support
• Toll-free telephone technical support
• Quick Start Guide and extensive online documentation with context-sensitive searchable help messages
System Requirements and Support
• Internet Explorer® 7.0 through 10.0 supported
• Firefox® 4.0 or higher; Chrome™ 5.0 or higher; Safari® 4.0 or higher supported
• Extended mobile reach via iPhone® and iPad® allows users to access client/user administration and remotely view content of client plans
Step Up to Even Higher Efficiency in Tax Planning
For more than 20 years BNA Income Tax Planner has been the industry leader, setting the standard in accurate income tax projections and planning to minimize tax burdens. BNA Income Tax Planner Web takes this trusted standard online with anytime, anywhere access; significant IT cost savings; and greater productivity in tax planning.
Administrators can confidently track usage by user or group
Easy-to-use dashboard streamlines client and plan management
