Why SoftwareWorld Chooses OIC Tax Planner:

“SoftwareWorld selected OIC Tax Planner based on its user-friendly interface, comprehensive tax planning features, and exceptional customer support. Users praised its ability to simplify complex tax calculations and provide accurate projections, making it a valuable tool for both individuals and professionals. The software's regular updates and seamless integration with other financial tools further enhanced its appeal among users.”

Highly Recommended

OIC Tax Planner Overview

OIC Tax Planner is a comprehensive Tax Practice Management Software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers an integrated platform for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with tax regulations, ensuring efficient and organized tax practice management. OIC Tax Planner features intuitive tools for organizing and storing client data, automating tax calculations, and generating accurate tax forms, reducing the risk of errors and saving valuable time. The software includes robust workflow management capabilities, allowing firms to assign tasks, monitor progress, and manage deadlines effectively, ensuring timely submission of tax documents. Additionally, OIC Tax Planner provides detailed reporting and analytics, offering insights into firm performance, client satisfaction, and financial metrics, enabling informed decision-making and strategic planning. The platform also supports seamless integration with popular accounting software, CRM systems, and other business applications, ensuring smooth data synchronization and operational coherence. With its user-friendly interface and powerful functionality, OIC Tax Planner empowers tax professionals to optimize their practice management, improve client service, and achieve greater operational efficiency effectively.

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Contact Details

  • Vendor Name iConcepts
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Financial Services

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OIC Tax Planner Features

  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices

OIC Tax Planner Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$45 Per Month

OIC Tax Planner FAQs

OIC Tax Planner is a comprehensive Tax Practice Management Software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers an integrated platform for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with tax regulations, ensuring efficient and organized tax practice management. OIC Tax Planner features intuitive tools for organizing and storing client data, automating tax calculations, and generating accurate tax forms, reducing the risk of errors and saving valuable time. The software includes robust workflow management capabilities, allowing firms to assign tasks, monitor progress, and manage deadlines effectively, ensuring timely submission of tax documents. Additionally, OIC Tax Planner provides detailed reporting and analytics, offering insights into firm performance, client satisfaction, and financial metrics, enabling informed decision-making and strategic planning. The platform also supports seamless integration with popular accounting software, CRM systems, and other business applications, ensuring smooth data synchronization and operational coherence. With its user-friendly interface and powerful functionality, OIC Tax Planner empowers tax professionals to optimize their practice management, improve client service, and achieve greater operational efficiency effectively.

  • No, OIC Tax Planner does not offer a free version.

  • Yes, OIC Tax Planner offers a free trial.

  • No, Credit Card details are not required for the OIC Tax Planner trial.

  • OIC Tax Planner offers the following pricing plans & packages:

    Basic

    $45 Per Month

  • OIC Tax Planner supports the following payment frequencies:

    • Monthly Subscription

  • No, OIC Tax Planner does not offer an API.

  • OIC Tax Planner supports the following languages:
    • English

  • Following are the typical users of the OIC Tax Planner:
    • Self-Employed , Small-Business , Midsize-Business

  • OIC Tax Planner supports the following deployment:
    • Cloud Hosted

  • OIC Tax Planner supports the following devices and operating systems:
    • Web-Based