# Tax Clarity Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Tax Clarity Software - reviews, pricing plans, popular comparisons to other Financial Services products and more. Source: https://www.capterra.com/p/203728/Tax-Clarity --- # Tax Clarity Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Tax Clarity ## What is Tax Clarity? Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients. ## What is Tax Clarity used for? [Financial Services](https://www.capterra.com/financial-services-software/) Top alternative Featured Overall rating Based on 63 user reviews Reviews sentiment Positive 90% Neutral 6% Negative 3% Starting price $79.99 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Tax Clarity?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.covisum.com&name=Tax Clarity) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Tax Clarity 4.4 (63) VS. [4.3 (705)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $79.99 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (63) Ease Of Use 4.2 (26,455) Value For Money 4.4 (56) Value For Money 4.0 (20,306) Customer Service 4.4 (57) Customer Service 4.0 (20,562) ## Tax Clarity alternatives Highest Rated [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,477)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Google Pay](https://www.capterra.com/p/212826/Google-Pay/) [4.6 (918)](https://www.capterra.com/p/212826/Google-Pay/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/212826/Google-Pay/) [MetaTrader 5](https://www.capterra.com/p/230413/MetaTrader-5/) [4.4 (48)](https://www.capterra.com/p/230413/MetaTrader-5/reviews/) Starting price $2000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230413/MetaTrader-5/) [View all alternatives](https://www.capterra.com/p/203728/Tax-Clarity/alternatives/) ## FAQs about Tax Clarity Overview ### What problems does Tax Clarity solve? Tax Clarity solves slow, opaque tax planning by quickly turning client tax-return data into clear projections, what-if scenarios, and visual reports. Financial advisors, retirement planners, and tax-focused firms use it to spot Roth conversion opportunities, avoid bracket creep, estimate Social Security and IRMAA impacts, and explain complex tax tradeoffs to clients. Answer based on 35 reviews Overview ### Which roles and teams benefit most from Tax Clarity? Tax Clarity is most used by financial advisors, wealth planners, and investment professionals who need to model tax-efficient strategies, compare withdrawal scenarios, and communicate planning recommendations clearly to clients. Firm owners, presidents, principals, and executives benefit from using it to standardize advice workflows, support business growth, and improve client-facing planning consistency. Answer based on 63 reviews Overview ### What company size and specific industries is Tax Clarity built for? Tax Clarity is designed for financial advisors and advisor firms of any size that want better client tax answers and support for business growth. It is built for the financial services sector, especially advisory practices that need software and marketing support to serve clients more effectively. Features and Usability ### What are the key features of Tax Clarity? Tax Clarity includes core tax planning and reporting features such as client tax planning, tax calculations, and output analysis. Reviewers also highlight client presentations and tax savings illustrations, plus retirement income planning tools for Roth conversions, Social Security taxation, marginal tax brackets, and future planning scenarios. Answer based on 35 reviews Pricing ### How much does it cost and what fees or limitations are included? Tax Clarity starts at $79.99 per user per month for the advisor plan, or $899 per year billed annually. A free trial is available. The plan includes expert support, customer success, scenario planning, CPA referral letters, and printable PDF reports, with pricing set per advisor. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Tax Clarity offer? Tax Clarity provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction, while documentation gives written reference material for self-paced learning and step-by-step review of product features. Answer based on 7 reviews Getting Started and Support ### What customer support options does Tax Clarity offer? Tax Clarity provides 24/7 Live Rep and chat support. Users describe customer service as generally timely and helpful, with staff often answering calls directly, though some report busy periods, confusing implementation discussions, and occasional delays in getting thorough help. Answer based on 9 reviews Features and Usability ### How well does Tax Clarity handle tax calculations? Tax Clarity gives advisors a clear way to estimate effective and marginal tax rates, especially for Roth conversions, IRA withdrawals, and retirement income planning. Financial planners like the visual tax mapping, but some users report gaps with certain return types, limited comparisons, manual data entry, and occasional calculation issues. Answer based on 24 reviews Features and Usability ### Is Tax Clarity good for client presentations? Tax Clarity makes tax planning easier to explain with visual reports that help clients grasp complex decisions quickly. Financial advisors and wealth managers often use it in meetings to discuss Roth conversions, retirement income, and long-term tax strategy, though some teams note branding issues, glitches, or weaker fit for certain client cases. Answer based on 18 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Tax Clarity 4 features Initiate interactions with customers by proactively starting conversations or providing informational content Organize and manage the accomplishments and development of employees or performance of applications or systems View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Get Advice We can help you find the software with the features you need. Features 4.2 (63) 4.2 Based on 63 reviews ## Pricing Value for money 4.4 (56) Free Trial [View pricing plan details](https://www.capterra.com/p/203728/Tax-Clarity/pricing/) Tax Clarity $79.99 Per User,Per Month It includes: - Access to Expert Support & Customer Success - CPA Referral Letter - Create Multiple Scenarios - Deep Integration With Income Insight - Marketing Materials - Pass-Through Tax Feature - Printable PDF Report - Quick & Easy Data Entry - Saver’s Credit Feature - Self-Employment Tax Feature - Side-by-Side Comparison - Unique Tax Map Value for money 4.4 (56) 4.4 Based on 56 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (57) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (57) 4.4 Based on 57 reviews ## User reviews Overall rating 4.4 Based on 63 reviews Filter by rating 5(34) 4(23) 3(4) 2(2) 1(0) Mentioned topic Sorted by most recent TB Timothy B. Advisor Financial Services ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 5, 2021 I do a lot of ROTH conversions so I like to do the side by side with them. The clients like the reports and the system is relatively easy to use. Pros Easy to use. Works for most but not all clients. Clients understand it when I show them the report etc.. Cons IT doesn't work for many of my (IE) Business owner clients. It also doesn't let items like the $300.00 deduction be entered so the report is wrong for most people for 2021. Reasons for choosing Tax Clarity Ease of use Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 25, 2021 Hi Timothy, Thanks for leaving a review of Tax Clarity. It's great to hear that you're using the software to demonstrate the impact of Roth conversions. I'll pass long your note about business owner clients and the deduction to our software development team. We appreciate the feedback. -Lauren AG Adam G. Financial Advisor Financial Services ### "Tax Clarity Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 5, 2021 Clients expectations and understanding when making certain financial decisions and the tax impact of those decisions. Pros The ability to see side by side the current situation and proposed situation and the difference between them. Cons Have found the original version easier to use than the current version. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2021 Hi Adam, Thanks for leaving a review of Tax Clarity. We're thrilled that you've found the side-by-side comparison feature helpful to for communicating tax impact to clients. We appreciate your feedback. Thanks, Lauren RL Ryan L. Investment advisor Financial Services ### "things to consider" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 August 4, 2021 It is an easier software to use and it can be beneficial for client facing information Pros It is pretty easy to use and convey the results to clients Cons It would be nice to be able to just upload the tax return and the software would input the information. I would also like it to give suggestions on how to reduce taxes or consider Roth Conversions, etc. Reasons for choosing Tax Clarity I bought both because they offer different things Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2021 Hi Ryan, Thanks for taking the time to leave a review of Tax Clarity. We're thrilled you've found the software helpful and easy to use. I've passed along your suggestion about a tax return upload feature and tax technique suggestion feature to our software development team. Your feedback helps us determine what to include in our software upgrades. We appreciate it. Thanks, Lauren GW Gary W. VP Financial Services ### "Tax Clarity Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 20, 2020 Pros graphic illustration of where the client is currently is and the effective marginal tax rate. Cons Loading client tax return data into software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hey Gary, We're thrilled you found our unique Tax Map feature valuable! We like making our customers happy at Covisum. Thanks for taking the time to leave the review. -Lauren JE James E. President Financial Services ### "Simple use and Easy to Learn" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 July 16, 2020 Has been very valuable too for tax planning Pros Software is very easy to use and the graph is simple to demonstrate with clients. Report is useful. Cons Manuel data entry. Some of the data fields are not consistent with 1040 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hi James, Thank you for the review. I'm glad you've found the software easy to use, and the report helpful. Covisum appreciates when our customers take the time to leave us a note. Thanks again! -Lauren MK Mike K. Financial Advisor Financial Services ### "Outstanding Value-Add for Clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 15, 2020 Tax Clarity has added tremendous value for my clients. It gives me one more valuable thing to do in a quarterly meeting rather than just discussing investments. Helping clients save money on taxes makes sense, and it's good planning. Pros If you do true wealth management or comprehensive financial planning, tax planning is critical. Too many advisors shy away from it or resort to the "check with your CPA" hokum. Most CPAs are trying to help clients minimize taxes today. This software enables you to find ways to help clients minimize taxes over their lifetime - something most CPAs don't do. It helps identify optimal strategies to realize capital gains, do Roth conversions, and more. More importantly, it produces client-friendly reports that help clients visualize the concepts. They also have a great client-facing presentation. Cons There is a bit of a learning curve understanding how to read the Tax Map. Also, when clients have certain income or expenses, in some cases the software doesn't recognize it. However, with the constant improvements, this may have changed already. Reasons for choosing Tax Clarity Pricing and simplicity. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hi Mike, At Covisum, we take great pride in developing quality software that can help financial advisors easily add value to their clients' retirement strategies. We are happy to hear that your experience was no exception, thanks for leaving the wonderful review! If you have any friends looking for financial planning software please send them our way - we'll take great care of them. -Lauren MG Michelle G. Investment Advisor Financial Services ### "It sells me to every client I meet. It is the one thing no one else is doing and makes sense." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 14, 2020 Support staff is awesome! They actually answer the phone. Pros Integration was easy. It helps break down the tax confusion and massively helps understand how a Roth conversion or distribution makes sense. Cons Nothing it is a great complement to other software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hi Michelle, Thanks for taking the time to mention how Tax Clarity has helped you show clients the value you add. It's for people like you that we do what we do! If you have any friends looking for financial planning software, please send them our way - we'll take great care of them. Thanks again for leaving this great feedback. -Lauren JR James R. OSJ Financial Services ### "Not Satisfied" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 July 14, 2020 Difficult Pros The premise is sound, but effective implimentation for my business is a headache Cons Not effective for my business. Long discussions with support were confusing for implimentation Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hi James, Thank you for your comments. I'm sorry to hear about your experience. My sincerest apologies for the experience you had. I assure you this isn't a typical situation. Most of our Tax Clarity customers implement the software within an hour and find our support team helpful. Please contact me, I would like to make things right. -Lauren EN Eric N. Partner/Advisor Financial Services ### "Great Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 14, 2020 Have enjoyed using tax clarity to help clients get expectations for what taxes in their retirement will look like. Pros Its great to use for both potential clients and new clients to help in other aspects of their retirement. Cons Not a big deal because most the revisions have been good but their have been a lot of revisions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hi Eric, Thanks for taking time to leave this great feedback! I'm glad you've found Tax Clarity helpful for showing clients what their taxes in retirement could look like. We like making our customers happy at Covisum. Thanks again! -Lauren AS Anthony S. Financial Advisor Financial Services ### "User Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 14, 2020 It is exactly what we've been looking for in analyzing client's tax situations. Should they do a conversion? How does it impact Social Security? How does it impact tax on qualified dividends or capital gains? Pros It is very user friendly, both for our advisors and clients. Data input is rather straight forward, and the program makes clear where to source the date from on the tax return. Once our advisors became more familiar with the software, it is very efficient to use. The output and analysis is clear and easy to understand. Our clients really appreciate our work and time revolving around tax planning. And our rationale around the advice is easy to understand with Tax Clarity's report. Cons The Tax Clarity software has went through a couple updates. The updates have been good improvements. Maybe I got an email and didn't pay attention, but when I went back on-line (we use TC program at year end mostly) the lay out changed and I was lost trying to find a specific client's profile and inputs from last year. The TC team coached me up on the updates and I was good to go. SO the only CON I can think of off hand was learning the updates, which was easy. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2020 Hi Anthony, Thank you so much for taking the time to review Tax Clarity. I'm so glad you've found the software user-friendly and helpful for explaining taxes in retirement to clients. Thanks again for leaving the positive review. We really appreciate customer feedback here at Covisum. -Lauren [View all Reviews](https://www.capterra.com/p/203728/Tax-Clarity/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [PayPal vs Tax Clarity](https://www.capterra.com/compare/203728-207944/Tax-Clarity-vs-PayPal)