17.4
Instead is a web-based AI agent for tax research, planning, preparation, filing, and defense.
Free planWeb
Alternatives to Planner CS
27.0
TaxCalc is a UK accounting platform for tax compliance, client management and practice operations.
LinuxmacOSWindows
36.7
Taxottic is a service for Android, iOS, and web, with plans sized around companies, institutions, CSV imports, team invitations, and monthly AI credits.
Free planAndroidiOSWeb
- 4
TaxMoov
TaxMoov helps internationally mobile people compare likely tax outcomes, flag residency and compliance risks, and create personalised relocation tax-planning reports.
Free planWeb6.6$29 one-time - 5
Catalyst Tax Insights
Catalyst Tax Insights helps individuals, families, and financial professionals model the tax impact of major financial decisions.
Free planWeb6.5From $49 a year - 6
Bloomberg Tax
Bloomberg Tax is a web-based suite of tax research and software tools for tax professionals and organizations.
WebAPIWindows6.3 - 7
Holistiplan
Holistiplan provides tax, estate, and insurance planning tools in one platform for financial advisors and their clients.
WebAPI6.3From $749 a year - 86.3From $20 a year
- 9
Hazel AI Tax Planning
Hazel AI Tax Planning is a web-based tax planning agent for financial advisors and advisory firms.
Web6.2From $160 a month - 10
Optiml
Optiml is web-based Canadian retirement planning software for stress-testing financial what-ifs and building a tax-efficient retirement plan.
Web6.2From C$99 a year - 11
Tax Alpha
Tax Alpha is web-based tax-planning software for licensed professionals serving high-net-worth individuals, business owners, and complex returns.
Web6.2From $2,500 a year - 12
CFS TaxTools
CFS TaxTools is Windows software for tax planning, retirement and financial utilities, tax forms, and flowcharts.
Windows6.1From $19.92 a month - 13
Dhanlytics
Dhanlytics is a web-based financial simulator built for India, covering income, taxes, investments, expenses and life events over a multi-decade timeline.
Free planWeb6.0Free plan - 14
FP Alpha
FP Alpha helps financial professionals deliver holistic planning advice using AI and subject matter experts.
WebAPI6.0From $1,995 a year - 15
PORTAX
PORTAX is paid Windows software for after-tax portfolio analysis, optimization, and asset allocation.
Windows6.0From $899 a year - 16
Tax Planner Pro
Tax Planner Pro is paid, advisor-only tax planning software for turning tax returns into scenarios, proposals, and planning decisions.
WebAPI6.0From $49 a month - 17
Do-io
Do-io is a CPA-designed tax calculator for tax professionals preparing federal tax estimates.
WebExtension5.9From $59 a year - 18
TaxPlanIQ
TaxPlanIQ is web-based tax planning software for accounting firms, financial advisors, RIAs, and CFPs.
Web5.9From $397 a month - 19
TaxStatus
TaxStatus is a paid web and API platform for financial advisors and tax professionals.
WebAPI5.9From $75 a month - 20
YBL TaxPilot
Web5.8C$299 one-time - 21
5.6 - 22
LifeYield Tax-Smart Withdrawals
LifeYield Tax-Smart Withdrawals helps financial advisors plan how to raise cash from a client household’s investment accounts.
API5.5 - 23
BNA Income Tax Planner
BNA Income Tax Planner is tax projection software for professionals who help clients consider tax-planning strategies.
WebWindows5.3 - 24
4.8 - 254.7
- 264.3