Bloomberg Tax vs Tax Planner Pro
Bloomberg Tax
pro.bloombergtax.comTax Planner Pro
taxplannerpro.comSide by side
| Figure | Bloomberg Tax | Tax Planner Pro |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| API | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Tax Planning Software | 8.3 (#2) | 7.3 (#19) |
| Headquarters | Arlington, Virginia, United States | 3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United States |
| Integrations | Workpapers integrates with Bloomberg Tax Provision, Fixed Assets, and Research, and supports exporting to Excel. | The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections. |
| Support | Software support is offered Monday through Friday by phone and product-specific email, while Research support includes regional phone numbers and [email protected]. | The site lists Nova AI as an in-app support agent. |
Plans
Bloomberg Tax
- Bloomberg Tax productsPriced on request
- Bloomberg Tax suitePriced on request
Tax Planner Pro
- Tax Planner Pro Full Access$49 a month
- 10 OCR Credits$100, paid once
- 25 OCR Credits$200, paid once
- 40 OCR Credits$300, paid once
In their own words
Bloomberg Tax
Bloomberg Tax is a web-based suite of tax research and software tools for tax professionals, corporate teams, accounting firms, government, and advisory firms. Its products include Provision, Workpapers, Fixed Assets, Research, and other tax tools. Bloomberg Tax Research brings together tax news, expert analysis, and primary-source links, with updates across federal, state, and international tax topics. Bloomberg Tax Answers generates AI responses from Bloomberg Tax content and links to referenced material. Workpapers can automate roll forwards, transform data, track cell-level changes, and support sign-off through multilevel approvals. It integrates with Provision, Fixed Assets, and Research, supports Excel exports, and can pull and transform ERP and general ledger data through secure file transfer protocols. Fixed Assets is a cloud-based subledger that calculates depreciation using current tax laws. Bloomberg Tax advertises 24/7 help desk support and implementation and integration help through certified partners and its professional services team. Pricing is on request: prospective customers are directed to contact sales for selected products.
Tax Planner Pro
Tax Planner Pro has no write-up on Specifiction yet; its figures are above.