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"BNA Income Tax Planner Web not only helps clients ascertain their tax status via analysis and comparison for federal and resident states, but its Web-based platform helps reduce IT and tech infrastructure costs."

Accounting Today

BNA Income Tax Planner Web

The Most Trusted Name in Tax Planning Available
With Secure, Anywhere, Anytime Web Access

In today’s highly mobile workplace, CPAs and other accounting professionals need the ability to access client data whether they are working from home, on-site with a client, or traveling for business. With BNA Income Tax™ Planner Web, gain secure access to the most up-to-date data, calculations, and analysis anytime, from virtually any location.

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Gain Productivity When You Need It Most

In addition to the existing features and functionality available through the Desktop version, BNA Income Tax Planner Web offers several additional productivity-boosting features, including:

  • QuickStarts – Pre-populated, scenario-based worksheet templates with detailed instructions expedite use and provide a jumpstart for new planners.
  • 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.
  • Personal Plans - Create your own personal plan that only you can access using your uniquely created security pin.
  • Export Plans - Export client plans and save them to your computer or network drive.
  • Enhanced Email Plan Capability - Email client plans in a .pdf format directly from the program to you client.

Ensure Data Security and Audit Compliance

BNA Income Tax Planner Web provides roles-based permissioning, usage history tracking, and is SSAE 16 compliant to further safeguard 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 within your firm.
  • 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 SSAE16 facilities, using industry-leading security for the utmost protection.

Lower Capital and Operational Costs

Our web-based version 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.

Enhanced 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.
  • Administrators can also export all client data from the web based system for backup on their internal systems if desired.

Customer Success Stories

Read how our customers use BNA Income Tax Planner to help save time, ensure accuracy, streamline the tax planning process, and minimize their clients’ tax burden.

Read Our Customer Success Stories »

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