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Financial Planning Tools uses the same interface as popular TaxTools program, offering the same powerful integration of planning modules and client database, but geared towards the financial planner/advisor. Financial Planning Tools includes a comprehensive Financial Planner module as well as over 100 Forms, Worksheets, Flowcharts, and Calculators.
-Bar charts, graphs and pie charts can be printed in color.
-Imports clients and preparers from other CFS programs.
-Inflation factor built into worksheets and calculators.
-Tutorial guides the user through the many features.
-Includes sample client with data.