17.4
Instead is a web-based AI agent for tax research, planning, preparation, filing, and defense.
Free planWeb
Best Tax Planning Software in 2026
Planning tax outcomes often involves weighing assumptions across years, income sources, and possible decisions. Compare capital gains modeling and retirement income modeling with multi-year projection and scenario modeling to see which planning needs the software addresses. Data import and client collaboration can also be important when inputs and review are part of your workflow. Taxottic, Catalyst Tax Insights,…
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