--- title: "Tax Clarity Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Tax Clarity Software - reviews, pricing plans, popular comparisons to other Financial Services products and more." source_url: "https://www.capterra.com/p/203728/Tax-Clarity/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # Tax Clarity Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 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 Free version not included 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://www.g2.com/products/tax-clarity/claim_requests/new?auto=true) ## 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 (718)](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 (26,808) Value For Money 4.4 (56) Value For Money 4.0 (20,625) Customer Service 4.4 (57) Customer Service 4.0 (20,883) ## Tax Clarity alternatives [4.6 (8)](https://www.capterra.com/p/240758/Longview-Tax/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/203734/Auditoria/#reviews) Starting price $6000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars Highest Rated [PayPal Payments](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,830)](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/) [Loandisk](https://www.capterra.com/p/156079/Loandisk/) [4.6 (24)](https://www.capterra.com/p/156079/Loandisk/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/156079/Loandisk/) ## FAQs about Tax Clarity Overview ### What problems does Tax Clarity solve? Tax Clarity solves the challenge of modeling client tax decisions without relying on manual projections or hard-to-explain calculations. Financial advisors, retirement planners, and tax-focused practices use it to test Roth conversions, IRA withdrawals, Social Security, capital gains, tax brackets, and Medicare premium effects, then share clear visual reports with clients. Answer based on 35 reviews Overview ### Which roles and teams benefit most from Tax Clarity? Tax Clarity is most used by financial advisors, financial planners, wealth advisors, and investment advisors who assess clients’ tax situations and identify planning opportunities. Firm owners, presidents, CEOs, partners, and principals use it to standardize tax-focused client conversations, support advisory teams, and incorporate tax insights into practice management and growth planning. 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 firms serving client tax needs, including solo practices, small businesses, and larger advisory organizations focused on advisor business growth. Its audience is the financial services sector, especially professionals who need better answers for clients and support for practice development. Features and Usability ### What are the key features of Tax Clarity? Tax Clarity includes core reporting/analytics, customer engagement, risk management, and performance management features for tax planning. Its most-used capabilities include tax calculations, what-if scenarios for Roth conversions and retirement income, Tax Map visualizations of marginal tax rates, tax-saving analysis, and client-ready reports and presentations. 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, with an annual option priced at $899 per year for each advisor. A free trial is available. The plan includes expert support, CPA referral letters, multiple scenarios, printable PDF reports, and side-by-side comparisons. 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 training, while documentation offers written reference material for self-paced review of features, setup steps, and common tasks. Answer based on 7 reviews Getting Started and Support ### What customer support options does Tax Clarity offer? Tax Clarity provides 24/7 live rep support and chat. Users often describe support as timely and helpful, with staff answering calls directly, though some report busy periods, confusing implementation discussions, and occasional unanswered questions during more complex issues. Answer based on 9 reviews Features and Usability ### How well does Tax Clarity work for client presentations? Tax Clarity makes tax planning conversations easier with visual reports that explain the impact of financial decisions. Financial advisors use its client-facing materials to discuss Roth conversions, retirement income, and tax strategies with prospects and existing clients. Some users note occasional software or branding issues and prefer preparing presentations before meetings. Answer based on 18 reviews Tax calculations ### How accurate are Tax Clarity's tax calculations? Tax Clarity calculates effective and marginal tax impacts for common planning scenarios, including IRA distributions, Roth conversions, and Medicare-related income thresholds. Financial advisors value its quick projections and tax-bracket visuals, but some report limitations with business-owner returns, specialized deductions, certain filing situations, tax-year updates, and explaining unexpected rate spikes. Answer based on 24 reviews ## Features AI summary Based on 1,520 Financial Services reviews Capterra reviewers highlight the following as the features buyers value most when evaluating financial services software: - **Transaction Monitoring** (**50%** of reviewers rated this feature as critical) - **Electronic Payments** (**50%**) - **Transaction History** (**40%**) Tax Clarity is positioned around other financial services capabilities in its current feature set. Based on the available coverage data, the product delivers functions outside these top reviewer priorities, with a focus on its own set of financial workflows and operational tools. This approach can help businesses manage core processes within the platform, giving teams a way to handle day-to-day financial tasks in a structured system. 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 ### All Features - 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 --- 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 Counts reflect reviews available in this feed. 5(34) 4(23) 3(4) 2(2) 1(0) Mentioned topic Recent reviews first, then most helpful AD Advisor Advisor Used the software for: 1-3 years ### "Awesome tool for planning" 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 8/10 July 14, 2020 This has been a great addition to our process. We use it for every client. Pros ease of use, simplicity of output, easy for clients to understand Cons changing over from the legacy version to the new versions, clients did not link. We had to reenter the data CE CEO CEO Used the software for: 1-3 years ### "Tax Clarity Review" 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 13, 2020 I've helped clients convert traditional IRAs to Roth IRAs at a zero tax rate. I've guided clients on how much to take in distributions to avoid going into the next marginal tax bracket. Pros The tax clarity software helps me determine my client's effective tax rate. Both the overall rate and the marginal rate. The marginal rate is useful as you help clients convert traditional IRAs into Roth IRAs. Without a tool like tax clarity you would be fumbling around in the dark. Client's CPAs are surprised that the financial advisor is accurately assisting the client understand their taxes. Cons I don't have any cons to speak of honestly. There are several fields in which you can input the various types of income. The fields align with the tax return, so that if you have the tax return it becomes plug and play. If you don't have the tax return, you can still use the program to have a good general idea of the tax rate. PR President President Used the software for: 3-5 years ### "Newer isn't better" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 July 3, 2020 When you switched to your new format you screwed the ease of navigation and simplicity. Change it back! Pros It USED TO BE powerful tool to allow us as advisors to make available to our clients powerful tax implications with ease Cons Now it's not as user friendly and harder to implement, especially when changing scenarios. MO Marketing Operations Director Marketing Operations Director Used the software for: 3-5 years ### "Great Product for Financial Advisors " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 8, 2020 My overall experience with Tax Clarity has been great. The customer service has also always been on point. Pros This product has been extremely helpful for tax planning with our prospective and existing clients. We also use it during tax planning events as a tool to show prospective clients how we can assist them. Its easy to use and implement! Highly recommend! Cons sometimes the tool can be clunky to use and visually it could use a facelift OW Owner Owner Used the software for: Less than 1 year ### "A Real Time Saver" 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 13, 2020 Our overall experience has been very positive. Pros The ease of use. We over tax preparation to our clients as an added service. Before using Tax Clarity, we used our tax preparation software for tax planning purposes. Tax Clarity enables us to save time and present analyses in graphic formats. This presentation style enables concepts to be shared visually, which is the preferred learning style for most of our clients. Cons We have no real detriments in using the software. An enhancement may be integration with our tax prep software. FP Financial Planner Financial Planner Used the software for: 3-5 years ### "The best and easiest tool for calculating Roth conversions" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 10/10 July 6, 2020 Pros This tool helps you do quick tax projections and calculates what it actually costs to pull a dollar out of an IRA. The formula for calculating how much Social Security is taxable is too complicated to do without a program. This software is easy to use and is invaluable to our practice when we are determining which account to pull from for a retiree and how much we should convert to Roth IRAs each year. Cons The only improvement that I would make is to break out the entry of IRA distribution and pension distributions. I have been using this for years and it would be nice to keep different entries saved in the software from prior years so you don't have to keep track of what someone's pension is elsewhere. A similar improvement would be to allow you to save the 2018 plan and the 2019 plan, etc. so that you would be able to easily go back and show the client what you had calculated for them. OW Owner Owner Used the software for: 3-5 years ### "Tax Clarity- Financial Planning" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 9, 2020 The program is invaluable to my business and is a major part of my Financial Planning discussions with clients. It has opened doors for me and made me a better Financial Planner in better understanding the tax code and how it intertwines a client's investments. Pros Being able to graphically see you tax map is huge when it comes to tax planning for ROTH conversions and drawing income in retirement. I could not do this planning without it. Cons I am having trouble matching a clients tax return whenever they have a business. The recent rules on businesses has complicated how to load a particular business and I am not sure if the software is handling it correctly or not or if I just don't know how to load the data. When I make several different scenarios it would be nice to select which one's to print. Currently it prints them all and you have no control on that. FA Financial Advisor Financial Advisor Used the software for: Less than 1 year ### "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 16, 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. AS Adam S. Financial Planner Used the software for: 1-3 years ### "Great for tax planning!" 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 9, 2020 I'm a big fan of this software. I took the time to look at all the other options available, and this seemed the easiest to use and has become essential to my practice. Pros I use this software primarily for Tax Planning. It's easy to use and I really like how they show a graph of the marginal tax brackets. It allows me to see the effect of IRA withdrawals on the client's tax return, and I can see how much income I can take for a client before pushing them into the next higher tax bracket. It also will calculate their IRMMA so I know it their Medicare premiums will be affected. Cons I'm not a big fan of the recent software update. I'm given a choice to use the new version or the legacy version, and I stay with the old version every time. I prefer more control over the inputs so I can manipulate the data. Jeffrey B. President Used the software for: 1-3 years ### "Helps clients visualize tax scenarios" 5.0 July 8, 2020 It's been a fantastic tool to win new business and help existing clients understand abstract concepts. Pros Explaining taxes to someone without a tax background can be difficult. Tax Clarity helps by allowing clients to visualize the tax impact of financial strategies we present. It can also help them understand how these changes will affect future tax years. Cons I wish the software offered integrations into various CRM and tax packages, but the data input process isn't too bad. [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 Payments vs Tax Clarity](https://www.capterra.com/compare/203728-207944/Tax-Clarity-vs-PayPal)