# Tax Clarity Pricing 2026 | Capterra > Learn more about Tax Clarity pricing plans including starting price, free versions and trials. Source: https://www.capterra.com/p/203728/Tax-Clarity/pricing --- # Pricing for Tax Clarity [4.4 (63)](https://www.capterra.com/p/203728/Tax-Clarity/reviews/) Write a Review! ## [Tax Clarity](https://www.capterra.com/p/203728/Tax-Clarity/) has **1** pricing plan - Yes, has free trial - No free version **Credit Card Required:** Not provided by vendor **Discount:** Information not available ### Tax Clarity $79.99 **Pricing Model:** Per User **Payment Frequency:** Per Month Tax Clarity plan includes: - Access to Expert Support & Customer Success - CPA Referral Letter - Create Multiple Scenarios - Deep Integration With Income Insight - Marketing Materials ## Popular alternatives to [Tax Clarity](https://www.capterra.com/p/203728/Tax-Clarity/) Looking to learn more about Financial Services software similar to Tax Clarity? 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Pricing Rating $ $ $ $ $ Value For Money[4.4(63)](https://www.capterra.com/p/203728/Tax-Clarity/reviews/) Pros Cons [Read All 63 Reviews](https://www.capterra.com/p/203728/Tax-Clarity/reviews/) Read Full Reviews Below Mike K. Financial Advisor Financial Services, 1-10 employees Used the software for: 6-12 months ** Overall Rating 5.0 ** Ease of Use 5.0 Customer Service 5.0 Features 4.0 Value for Money 5.0 Likelihood to Recommend 100% 10/10 Reviewer Source Source: Capterra July 15, 2020 "Outstanding Value-Add for Clients" **Overall:** 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. Vendor Response By Covisum on 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 Reid M. COO Financial Services, 11-50 employees Used the software for: 1-2 years ** Overall Rating 5.0 ** Ease of Use 5.0 Customer Service 5.0 Features 5.0 Value for Money 5.0 Likelihood to Recommend 100% 10/10 Reviewer Source Source: Capterra July 10, 2020 "Great Product" **Overall:** It was been awesome and I definitely recommend it for anyone who is interested in doing tax planning. **Pros:** The software makes taxes easy to understand and fun to talk about for us and for the clients! **Cons:** It was difficult to learn at first and was confusing to look at the numbers and graphs. Vendor Response By Covisum on August 19, 2020 Hi Reid, Thank you for leaving a review of Tax Clarity. We're glad you've found it helpful and easy to use. We appreciate your feedback. If you have any friends looking for financial planning software, send them our waywe will take great care of them. -Lauren [Read All 63 Reviews](https://www.capterra.com/p/203728/Tax-Clarity/reviews/) ## How should I be thinking about software pricing? [ Be an Informed Buyer: Understanding the True Cost of Business Software It's not just you-budgeting for business software is complicated. We're here to break it down. ](https://www.capterra.com/resources/business-software-cost/)