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Wolters Kluwer is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG.

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    • 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
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      • Ovid SynthesisWorkflow solution for clinical practice improvements
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      • 투약 오류를 줄이고 임상 의사결정 지원의 가치를 극대화하기 위해 개선된 처방
      • 정보가 최고의 의학입니다. 임상 및 약물치료 결정 조정하기
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      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.

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      • 2024년 글로벌 조세 개혁에 대비하여 세무 프로세스를 선제적으로 준비하는 5가지 방법 
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    • 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
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      • CCH TagetikUnified performance management software
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      Expert Insights
      • 2024년 기업을 위한 경영계획의 5가지 핵심 요소
      • ESG의 기본 요소와 내부­감사의 영향
      • 높은 성과를 내는 내부 감사 팀: 리더십 강화
      • 제3자 ESG 리스크를 성공적으로 관리하기 위한        6단계
      • ESG 부정행위 리스크: 내부 감사 역할에 대한 이해
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    • 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
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      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • CCH TagetikUnified performance management software
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      Expert Insights
      • 웨비나: 전사 기업성과관리(CPM) 플랫폼을 통한 수익성 분석 방법
      • 웨비나: 전사적인 기업성과관리를 위한 데이터 중심 의사결정의 중요성
      • 2024년 글로벌 조세 개혁에 대비하여 세무 프로세스를 선제적으로 준비하는 5가지 방법 
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      • 월터스클루어의 CCH® Tagetik은 2023년 Gartner® Magic Quadrant™ 재무계획 소프트웨어 부문에서 리더로 선정되었습니다.
      • 2023년 가트너® 매직 쿼드런트™ 재무 결산 및 연결 솔루션 부문
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      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

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      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
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      • 감사를 위한 인공 지능: 감사 수명 주기 향상
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      • 내부감사 활동을 위한 생성형 AI 활용
      • 쾰른 본 공항과 팀메이트+ 감사
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    5. Business Plan Software

    Business Plan Software

    Business planning made easy.

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    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.

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    • 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.

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      • C Corporation (C Corp)
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    • 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.
    Learn More
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