Tax Planning Software Development Services For Financial Advisors

We will design and develop applications for your organization’s website. These applications are well-optimized for performance without sacrificing security.

The APIs developed at Orases provide businesses with the ability to run testing automations to check app performance, are able to integrate with multiple apps & systems and can be adapted to new processes & software.

If your product is using legacy software and needs to be updated, Orases will perform a complete refactor of the code. This will allow it to be faster and more customizable when attempting to use or update the program.

Our custom software developers are committed to eliminating bugs and issues with all types of software solutions and applications. We will work to keep your organization’s software up and running without problems.

Businesses that acquire custom audit software are able to improve efficiencies by automating audit-related processes. All custom audit software we develop adheres to all industry compliance regulations.

Organizations in fields that involve case work can benefit from case management software. Our case management software improves internal communication, information sharing between departments & report generation.

Our custom software development team develops cloud applications that use remote servers for processing logic, can be accessed through internet browsers and offers the same functionality of a native app with additional key advantages.

With CRM software, businesses are not only able to improve customer relationships but can also increase productivity, improve lead generation and strengthen their security.

We will develop an e-commerce application for organizations looking to sell their products online. These applications will enable companies to accept payments and handle every portion of commerce online.

Enterprise applications allow companies to conduct important business operations. We will assist your organization in the development of a custom enterprise application.

The custom ERP software solutions we develop have been proven to effectively consolidate data and streamline processes with advanced automations and integrations.

The grant management software solutions developed at Orases are designed to simplify the grant application process, provide advanced reporting capabilities and can integrate with existing CRM, BPM or ERP software systems.

Businesses and organizations which operate within HIPAA compliant industries are required to have secure applications which adhere to HIPAA compliance guidelines. We have years of experience developing secure and innovative HIPAA compliant applications.

By integrating inventory management software with a custom warehouse management system, organizations are able to view precise inventory levels, improve order management efficiency, and increase the accuracy of sales forecasting.

Regardless of the system your organization works with, our team will develop legacy software for you to use. We have extensive experience with a range of technologies & will work to create your application using the legacy software.

Software as a service (SaaS) allows companies to purchase your software on a subscription basis. Our team will develop a SaaS application to maximize your organization’s profitability.

We are able to integrate systems & applications that handle accounting, customer relationship management, content management, enterprise resource planning and reporting to provide businesses with seamless communications.

Through the implementation of a custom warehouse management system, supply chain organizations are able to optimize workflows, streamline processes, and view real-time data across all locations and points of the supply chain lifecycle.

The development team here at Orases has years of experience building highly custom web portals which focus on improving process efficiencies and enterprise-wide collaboration through user-centric features, advanced automations, and seamless third-party software integration capabilities.

Tax planning software for advisors simplifies the client information-gathering process with user-friendly questionnaires. This ensures all essential data is collected accurately and comprehensively, forming a reliable foundation for tax planning.

The software allows advisors to evaluate the effects of both existing and proposed tax laws on a client’s financial situation. This proactive approach ensures that advisors can adjust strategies in a timely manner, providing pertinent and up-to-date advice.

Create polished, detailed tax planning strategies and recommendations with ease, and present them to clients in a professional PDF format. This not only saves time but also enhances client understanding and trust in the services provided.

The software comes with a variety of educational tools and resources, helping advisors to continually enhance their knowledge and skills in tax planning. This commitment to professional development ensures a high standard of advice and service is maintained.

Navigate through a variety of tax scenarios, including deductions, legal entity structures, and up-to-date tax legislations such as the Tax Cuts and Jobs Act and CARES Act.

Enhance your service offering with advanced tax planning, attracting clients seeking substantial tax savings.

No need to be a tax expert—our software provides educational resources to help you apply key tax strategies confidently.

Gain insight into how each tax strategy affects your client’s financial standing, with the ability to adjust inputs and select the most suitable strategies.

Quickly generate comprehensive tax analyses and proposals, allowing more time for strategic planning.

Developing smaller general software solutions with some complex features.

Developing specialized software programs that can be designed for customer use.

Developing massive software projects designed fully automate large business operations.

“Orases successfully built efficiencies into our prototype and delivered a high-quality platform.”

“They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.”

“Orases built a platform that’s boosted productivity by about 30%…”

“Not only do they want to succeed, they strive to produce functionally and visually unique software.”

Yes, many tax planning software solutions are designed to handle both personal and business taxes. They often provide tailored features for different types of users, including individuals, small businesses, and larger enterprises.

Very secure, Orases prioritizes security and uses advanced encryption technologies to protect users’ financial information.

Yes, many tax planning software solutions offer integration with other financial tools, such as accounting software, payroll systems, and financial management apps. This integration helps streamline the tax planning process by consolidating data from various sources.

Some tax planning software includes audit support features, such as audit risk assessment tools and guidance on how to respond to an audit.

Leveraging advanced tax planning software for financial advisors means that professionals can manage the intricacies of tax filing procedures.

Using custom software development is key for any business looking to get ahead when it comes to ROI and technology.