BNA Income Tax Planner Web Product Features from Bloomberg BNA

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.

1. Now you can make the most of
your resources, remove geographical
barriers, and reduce IT costs while
further improving the efficiency of tax
planning. BNA Income Tax Planner
Web provides all the leading features
of BNA Income Tax Planner with even
more power, speed, and functionality.
BNA Income Tax Planner Web lets
you conveniently access and update
files and data online — whether
you’re working remotely, on-site with
clients, or on the road. Just log on
and go right to work. You’ll always
have peace of mind, knowing you’re
securely accessing the most accurate,
up-to-date calculations and analysis.
With BNA Income Tax Planner Web,
you gain ease of access, continuous
protection of client information, and
automatic regulatory and program
updates to save you time and money.
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
Income Tax
™
Planner Web
The most trusted name in tax planning is now available with
secure, anywhere, anytime web access
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 - New
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.
Take advantage of BNA
Income Tax Planner Web
for:
• Easy online access, extra
power, and increased
savings
• Always accessible,
accurate, up-to-date
calculations and analysis
• Powerful search, storage,
and sharing capabilities
• Secure data management
with multi-user access
controls and reports
Easy-to-use dashboard streamlines
client and plan management

2. (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
SSAE16 facilities, using industry-
leading security for the utmost
protection.
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.
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
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 9.0
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. Now, BNA
Income Tax Planner Web takes this
trusted standard online with anytime,
anywhere access; significant IT cost
savings; and greater productivity in
tax planning.
Call 1.800.424.2938 (option 3)
or contact your local sales representative

56-8317
0412rc
1801 S. Bell Street | Arlington, VA 22202 | www.bnasoftware.com
Administrators can confidently track usage by user or group