New document storage capabilities enable user to store and link relevant client doc, .xls and .pdf document files to clients' tax planning cases. Files can be shared with colleagues based upon predefined access rights. Administrators can centrally manage access to plans and client information ba sed on individual or group access policies.  An Activities History tracks income tax planning activities, plans/cases, documents, and history of client interactions via notes and on-demand queries.There is also roles-based permission and usage history tracking.

Security is supported by ISO 27001 certified facilities, SSL v.3.0 encryption, and independently tested and validated controls on data and application access.

 

Price: Starts at $800 (single-user subscription). Bloomberg BNA: (800) 372-1033, http://www.bnasoftware.com/Products/BNA_Income_Tax_Planner/BNA_Income_Tax_Planner_Web.asp.