Tax Planner Pro vs Taxottic

Tax Planner Pro plans

• Tax Planner Pro Full Access$49 a month
• 10 OCR Credits$100, paid once
• 25 OCR Credits$200, paid once
• 40 OCR Credits$300, paid once

Taxottic plans

• FreeFree
• Filer$4.99 a month
• Filer$49 a year
• Solo$19.99 a month
• Solo$199 a year
• Studio$49 a month

Pick Tax Planner Pro if…

Tax Planner Pro is intended for solo CPAs or EAs, RIAs and wealth-management firms, and CPA–financial advisor partnerships. It suits advisors who need multi-year tax scenarios, Roth analysis, and client-ready reports.

Pick Taxottic if…

Taxottic may suit users that need a service with data import and client collaboration. Its plan tiers accommodate different company counts and monthly AI-credit allowances, from one company on Free to unlimited companies on Practice.