alert-icon
Only limited material is available in the selected language. All content is available on the global site.
Wolters Kluwer Navigation
  • Solutions Directory
  • Careers
  • Investors

About Wolters Kluwer

Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

About Us
  • About Wolters Kluwer
  • Strategy
  • Our Organization
  • Management
  • Supervisory Board
  • Value Creation
  • Events
Expert Insights
  • All Expert Insights
  • Health
  • Tax & Accounting
  • ESG
  • Finance
  • Compliance
  • Legal
Get Help
  • Contact Us
  • Login
  • View Solution List
  • eShop & Bookstores
  • Media Center
  • News & Press Releases
  • Solutions Directory
  • Careers
  • Investors
PrimaryNav Button
Wolters Kluwer Logo
Search Wolters Kluwer
    No Suggestion
    WK logo

    Visit our global site, or select a location

    • Americas
    • Europe
    • Asia & Pacific
    Brazil
    Home page:
    • Portuguese
    Canada
    Home page:
    • English
    • French
    Latin America
    Home page:
    • Spanish
    United States
    Home page:
    • English
    Current Page:
    • English
    Belgium
    Home page:
    • Dutch
    • French
    Czech Republic
    Home page:
    • Czech
    Denmark
    Home page:
    • Denmark
    France
    Home page:
    • French
    Germany
    Home page:
    • German
    Hungary
    Home page:
    • Hungarian
    Italy
    Home page:
    • Italian
    Netherlands
    Home page:
    • Dutch
    Norway
    Home page:
    • Norwegian
    Poland
    Home page:
    • Polish
    Portugal
    Home page:
    • Portuguese
    Romania
    Home page:
    • Romanian
    Slovakia
    Home page:
    • Slovak
    Spain
    Home page:
    • Spanish
    Sweden
    Home page:
    • Swedish
    United Kingdom
    Home page:
    • English
    Australia
    Home page:
    • English
    China
    Home page:
    • Simplified Chinese
    Hong Kong
    Home page:
    • English
    India
    Home page:
    • English
    Japan
    Home page:
    • Japanese
    Korea
    Home page:
    • English
    Malaysia
    Home page:
    • English
    New Zealand
    Home page:
    • English
    Philippines
    Home page:
    • English
    Singapore
    Home page:
    • English
    Taiwan
    Home page:
    • English
    Thailand
    Home page:
    • English
    Vietnam
    Home page:
    • English
    Primary Navigation
    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • UpToDateIndustry-leading clinical decision support
      • OvidThe world’s most trusted medical research platform
      • LexicompEvidence-based drug referential solutions
      • Sentri7 Clinical SurveillanceTargeting infection prevention, pharmacy and sepsis management
      View All Solutions
      Challenges
      • Optimizing Clinical Workflows
      • Improving Patient Safety
      • Leveraging Clinical Decision Support
      • Reducing Clinical Variation
      View All Challenges
      Expert Insights
      • New UpToDate for Anki add-on creates path from medical school to clinical practice
      • A dual role nurse initiative to combat burnout raises retention
      • Value-Based Purchasing (VBP) and SEP-1: What you should know
      • Reduce the impact of pharmacy staff shortages on patient care
      View All Expert Insights
    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • Tax & Accounting U.S. HubCentral hub for all U.S. solutions
      • CCH Axcess™ SuiteCloud-based tax preparation and compliance, workflow management and audit solution
      • CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow software tools
      • TaxWise®Tax Preparation Software for Tax Preparers
      View All Solutions
      Expert Insights
      • PCAOB issues proposal to increase auditor vigilance against fraud and other noncompliance
      • Tax relief for victims of Typhoon Mawar: IRA and HSA deadlines postponed
      • Health Savings Accounts: 2024 cost-of-living adjustments
      • SECURE 2.0: Retirement savings plan changes, drafting error, tax and administrative implications
      • Tax professionals and taxpayers: Beware of ERC scams
      • IRS still has millions of tax unprocessed returns; timeline, what to do, where to check
      • Global Minimum Taxation 101: Exploring the ins, outs, and material impacts of BEPS Pillar Two
      • Disaster tax relief and effects on Individual Retirement Accounts
      View All Expert Insights
    • ESG

      Offering comprehensive tools and expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.

      ESG Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumXDiscover our solution for ESG climate risk and regulatory requirements
      • TeamMateSolutions for auditors
      • EnablonSoftware solutions for risk & compliance, engineering & operations, and EHSQ & sustainability
      View All Solutions
      Expert Insights
      • How to ensure a smooth transition from BowTieXP to BowTieXP Enterprise
      • Strategic focus: the future of ESG and GRC
      • What the new European CSRD rules mean for U.S. companies
      • The ultimate buyer’s guide to audit management software
      • Buyer’s guide: Readiness questionnaire
      • A crucial crossroad at railway & transportation risk management – A closer look at identifying hazards
      • The ESG landscape and the challenges facing Internal Audit
      • ESG, public sector, and the role of Internal Audit
      View All Expert Insights
    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • Lien SolutionsMarket leader in UCC filing, searches, and management
      • eOriginaleOriginal securely digitizes the lending process from the close to the secondary market
      View All Solutions
      Expert Insights
      • 3 reasons why auto lenders need a purpose-built digital lending solution
      • Enhance your spreadsheets with power & automation
      • Gartner® Peer Insights™ Voice of the Customer for Financial Planning Software
      • Global Minimum Taxation 101: Exploring the ins, outs, and material impacts of BEPS Pillar Two
      • Predictive forecasting within xP&A: Unleash the potential of enterprise plans
      • Communication is the key to change management in the financial industry
      • The hidden costs of financial consolidation
      • 5 Paybacks of automated Financial Close and Consolidation
      View All Expert Insights
    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TeamMateSolutions suite for auditors
      • EnablonSoftware solutions for risk & compliance, engineering & operations, and EHSQ & sustainability
      • CT CorporationRegistered agent & business license solutions
      View All Solutions
      Expert Insights
      • On-demand webinar: Bankruptcies in 2023 – A due diligence framework for transactional attorneys
      • 3 reasons why auto lenders need a purpose-built digital lending solution
      • Tax relief for victims of Typhoon Mawar: IRA and HSA deadlines postponed
      • Health Savings Accounts: 2024 cost-of-living adjustments
      • How to ensure a smooth transition from BowTieXP to BowTieXP Enterprise
      • Five things you need to know about Control of Work
      • Strategic focus: the future of ESG and GRC
      • Money transmitter license compliance: Webinar Q&A
      View All Expert Insights
    • Legal

      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

      Legal Overview
      Solutions
      • Kluwer ArbitrationOnline resource for international arbitration research
      • Enterprise Legal ManagementLegal spend and matter management, AI legal bill review, and analytics solutions
      • LegiswayAll-in-one legal management software for legal departments
      • BizFilings Incorporation services for entrepreneurs
      View All Solutions
      Expert Insights
      • Harnessing API Integration for Streamlined Corporate Legal Operations
      • CLOC Global Institute: Achieving strong outside counsel relationships
      • CLOC Global institute: The law department of the future
      • How to cut through the hype around artificial intelligence
      • CLOC Global Institute: Controlling legal spend with legal operations
      • The key questions for measuring your legal team’s technological maturity
      • Buying a small business franchise? Pros and cons of franchising vs. starting a business
      • Common Market Law Review – A journal for all seasons
      View All Expert Insights
    1. Back to Home >
    2. Back to Solutions >
    3. Back to BizFilings >
    4. Back to Business Owner's Toolkit® >
    5. Business Plan Software

    Business Plan Software

    Business planning made easy.

    Secondary Navigation
    BizFilings
    • What We Do

      Discover how to successfully manage your business with BizFilings' tips & resources on compliance, business expansion, obtaining a registered agent, & much more.

      What We Do
      Compliance Services
      • Registered Agent Services
      • Business License Research
      • Managed Annual Report Service
      • Compliance Kit and Seal
      • Ownership Certificates
      Filing Services
      • Incorporation
      • Foreign Qualification
      • Dissolution
      • Name Amendment
      • Other Amendment
      • Reinstatement
      Other Services
      • Federal Tax ID (EIN) Obtainment
      • Sales Tax Registration
      • Payroll Tax Registration
      • Certificate of Good Standing
      • Apostille
      • Certified Copy
      • Conversion
    • Who We Serve

      Start a new business with BizFilings' interactive guides to help you select the right type of business, incorporate, and plan & prepare for business success.

      Who We Serve
      • C Corporation (C Corp)
      • Limited Liability Company (LLC)
      • S Corporation - S Corp
      • Sole Proprietorship
      • International
      • Limited Partnership (LP)
      • Professional Corporation (PLLC)
      • Doing Business As (DBA)
      • Incorporation Options
      • Complete Incorporation Guide
      • State Guides
      • Packages & Pricing
      • Business Owner's Toolkit
      • 10 steps to starting a business
      • LLC Vs Inc
      • S Corp vs C Corp
      • S Corp vs LLC
      • How to Build Business Credit
      • LLC Electing S Corp Tax Status
      • How to Form an LLC
    • Business Owners Toolkit
      • Business Ideas
      • Launching Your Business
      • Incorporating Your Business
      • Running Your Business
      • Managing Your Taxes
      • Staying Compliant
      • Financing & Capital
      • Marketing
      • Office & HR
      Interactive Tools
      • Business License Wizard
      • Incorporation Wizard
      • Business Plan Software
      • Business Templates
      Resources and Guides
      • Articles
      • Industry Guides
      • Podcasts
    • BizFilings
      • Partners
      • Our Process
      • Who We Are
      Why BizFilings
      • BizFilings Guarantee
      • Special Offers
      • Partner With Us
    • FAQ
    • Cart
    • Log In
    Contact Us
    • Overview
    • FAQs

    From the makers of BusinessPlanPro, this interactive tool includes step-by-step guidance for creating a comprehensive pitch and business plan for your own use, to secure investment, or to share with others. LivePlan is easy to use and includes:

    • Easily go from idea to business: Quickly document different business ideas in
      a beautiful visual format with the LivePlan One-Page Pitch.
    • Collaborate with your team: Work securely with your team to come up with
      ideas and easily share them with advisors, board members, and investors —
      regardless of geography or system.
    • Test the numbers: Easily create and manage forecasts and budgets to find out
      if your business can make money, and to find out how much money you need to
      get started.
    • Build your plan and pitch for funding: Impress bankers and investors with a
      proven, strategic SBA format that impresses every time. Get expert advice and
      effective examples along the way.
    • Track your progress: Compare your performance to your peers and to your
      financial forecasts using easy-to-understand dashboards. Make quick
      adjustments to your business to stay on track and grow faster.
    • Financials made easy: LivePlan’s simplified financials guide you through the
      process of creating your financial forecasts. Enter your assumptions and the
      software does the calculations. Great for visual learners.
    • Built-in research data: Use industry benchmarks to hone your forecast and see
      how you stack up against your competition.
    • 500+ sample business plans: More than 500 sample business plans are
      included. You can compare your work to other successful plans. You can also
      edit a sample plan to help you get past writer’s block.
    • Easy export: Simply export your plan to Microsoft Word and your pitch to
      PowerPoint. You can also export you plan to Adobe PDF, making it easy to share
      your plan or include it in presentations.
    • Scoreboard dashboard: Manually update your results or sync with your
      accounting software so that you can easily compare actual results to plan and
      identify key trends.
    • Live support: You can reach the LivePlan support team directly in the app to
      help with questions you have while using the software. 
    • Why do I need a business plan?
      Business plans provide a blueprint of how a business will succeed and are often required for outside investment. Banks and investors want to ensure that business owners have a solid plan in place for a new venture before financing it. While the business planning process doesn't guarantee success of a new business, it decreases the odds of failure and reduces risk. Before putting life savings on the line, responsible business owners prepare a business plan to ensure their investment will not be lost.
    • Do I need a financial or accounting background to use Palo Alto's LivePlan?
      No. You don't need any special expertise to use LivePlan. The software guides you through every step, helping create your plan using your own financial data.
    • Will I be able to import/export business plan information into/from my accounting system?
      You can import your financials and company data from your spreadsheets. LivePlan guides you through every step, helping create your business plan using your financial data. You can also export your plan to Microsoft Word, PowerPoint or to Adobe PDF.
    • What financial reports/statements are created by LivePlan?

      LivePlan helps you build a comprehensive set of financial projections, complete with reports and charts. You'll not only know whether your idea will make money, but when it will. Unlike spreadsheets, there are no complicated calculations, formulas you need to create or reports or graphs to build.

      LivePlan also allows for simplified forecasting. The drag and drop graphic forecaster allows you to easily and visually change your forecasts. Simply click to move a line on your forecast chart or apply a growth rate to a whole year. The graphic forecaster makes creating and altering your projections easy.

    • Should individuals reading my business plan sign a non-disclosure agreement (NDA)?

      Non-disclosure agreements typically aren't required for viewing business plans. Venture capital investors and bankers know that information provided within a business plan is confidential. A "confidentiality clause" added to the beginning of the plan is often sufficient. Consult a lawyer if you believe an NDA is required.

    • How far out can I plan?

      LivePlan allows for long-term financial forecasting. Detailed forecasting is available through the first five years, while a long-term summary plan can be created for up to 10 years in the future.

    • Is Palo Alto’s LivePlan available for all business types?
      Yes. The software can be used by sole proprietorships, partnerships, C corporations, S corporations, limited liability companies (LLCs), limited partnerships (LPs), limited liability partnerships (LLPs) or nonprofit corporations.
    Business Plan Software

    $120


    12 months of LivePlan access. List price is $140, but BizFilings’ customers receive a special rate.
    Order Now

    Tools to Help You Choose

    We have resources to help you understand your options

    Compare business types
    Incorporation wizard
    Guide to Incorporation
    Learn what to expect when you're incorporating.
    Free Download
    Footer Navigation
    • About Wolters Kluwer
    • Strategy
    • Our Organization
    • Management
    • Supervisory Board
    • Value Creation
    • News & Press Releases
    • Events
    • Solutions Directory
    • Health
    • Tax & Accounting
    • ESG
    • Finance
    • Compliance
    • Legal
    • Expert Insights
    • Careers
    • Investors
    • Sitemap
    • Site Owner

    My Account

    • Customer Service
    • Update Email Subscriptions
    • Partner With Us
    • Sign In
    Follow Wolters Kluwer
    • Facebook
    • Twitter
    • LinkedIn
    • YouTube
    Follow BizFilings
    • Facebook
    • Twitter
    • LinkedIn
    • YouTube
    Wolters Kluwer Logo

    When you have to be right

    • Terms of Use
    • Privacy & Cookies

    BizFilings

    • BizFilings Terms and Conditions
    • BizFilings Service Descriptions
    • BizFilings Terms of Service
    • BizFilings Insights Sitemap

    © 2023 Wolters Kluwer N.V. and/or its subsidiaries. All rights reserved.

    Back To Top