17.0
TaxCalc is a UK accounting platform for tax compliance, client management and practice operations.
LinuxmacOSWindows
Alternatives to Instead
Instead combines tax research, planning, preparation, filing, and defense in one AI agent for CPA firms, preparers, corporate teams, family offices, businesses, and high-net-worth individuals. Users select workflows, see an estimated credit cost before running them, and review the work before filing. Its free Platform plan includes unlimited users, entities, collaborators, viewers, and e-file and print files. Instead supports 1040, 1120, 1120-S, 1065, and 1041 returns,…
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Taxottic is a service for Android, iOS, and web, with plans sized around companies, institutions, CSV imports, team invitations, and monthly AI credits.
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TaxMoov helps internationally mobile people compare likely tax outcomes, flag residency and compliance risks, and create personalised relocation tax-planning reports.
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Catalyst Tax Insights
Catalyst Tax Insights helps individuals, families, and financial professionals model the tax impact of major financial decisions.
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Bloomberg Tax
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Holistiplan
Holistiplan provides tax, estate, and insurance planning tools in one platform for financial advisors and their clients.
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Hazel AI Tax Planning
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Optiml
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Tax Alpha
Tax Alpha is web-based tax-planning software for licensed professionals serving high-net-worth individuals, business owners, and complex returns.
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CFS TaxTools
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Dhanlytics
Dhanlytics is a web-based financial simulator built for India, covering income, taxes, investments, expenses and life events over a multi-decade timeline.
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FP Alpha
FP Alpha helps financial professionals deliver holistic planning advice using AI and subject matter experts.
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PORTAX
PORTAX is paid Windows software for after-tax portfolio analysis, optimization, and asset allocation.
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Tax Planner Pro
Tax Planner Pro is paid, advisor-only tax planning software for turning tax returns into scenarios, proposals, and planning decisions.
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Do-io
Do-io is a CPA-designed tax calculator for tax professionals preparing federal tax estimates.
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TaxPlanIQ
TaxPlanIQ is web-based tax planning software for accounting firms, financial advisors, RIAs, and CFPs.
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TaxStatus
TaxStatus is a paid web and API platform for financial advisors and tax professionals.
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YBL TaxPilot
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LifeYield Tax-Smart Withdrawals
LifeYield Tax-Smart Withdrawals helps financial advisors plan how to raise cash from a client household’s investment accounts.
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BNA Income Tax Planner
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