# Page 3 | Tax Clarity Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Tax Clarity the right Financial Services solution for you? Explore 63 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/203728/Tax-Clarity/reviews

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Tax Clarity

4.4 (63)

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Last updated March 13th, 2026

# Page 3 - Reviews of Tax Clarity

## Showing most helpful reviews

Showing 51-63 of 63 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VB

Victor B.  
IAR  
Financial Services  
Used the software for: 2+ years

### "Tax Thresholds"

July 8, 2020

4.0

Helps me provide extra services to clients

Pros

I use the Tax Clarity software as a guide to discuss with my clients the tax implications of IRA withdrawals and their effect on provisional taxes.

Cons

No ease in comparing different income changes and their tax effects. Usually have to print out individual pages.

Review Source

Response from Covisum

August 19, 2020

Hi Victor, Thank you for taking the time to review Tax Clarity. We're glad to hear that the software makes discussions with clients about IRA withdrawals easier. We appreciate your feedback. -Lauren

AG

Adam G.  
Financial Advisor  
Financial Services  
Used the software for: 2+ years

### "Tax Clarity Review"

August 5, 2021

4.0

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

Response from Covisum

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

BH

Ben H.  
Financial Planner  
Financial Services  
Used the software for: 1-2 years

### "Happy, but could be better"

July 2, 2020

4.0

Pros

It gives a decent snapshot. It's not the end all be all of our tax analysis that we do for clients, but it gives us a good start.

Cons

I'd like to be able to go out further into the future with the software and make additional assumptions. Updates to tax years are too infrequent.

Review Source

Response from Covisum

December 4, 2020

Hi Ben, Thanks for leaving a review of Tax Clarity. We're glad to hear that you've found the software helpful for starting the conversation about taxes in retirement. I'll pass along your suggestion about additional assumptions to our software development team. Thanks for your feedback. -Lauren

TD

Tommy D.  
Wealth Advisor  
Financial Services  
Used the software for: 6-12 months

### "Review"

July 7, 2020

4.0

It really helps people understand their current tax situation.

Pros

The ease of use. It's very easy to navigate with complex information.

Cons

I wished it had more hypotheticals or "what if" scenarios.

Reason for choosing Tax Clarity

The ease of use.

Review Source

Response from Covisum

September 2, 2020

Hi Tommy, Thanks for taking the time to review Tax Clarity. I'm glad you've found the software valuable and easy to use. We really appreciate your feedback. Lauren

ST

Steven T.  
IAR  
Financial Services  
Used the software for: 2+ years

### "Tax Software for Roth Conversion"

July 3, 2020

5.0

Clients who come to a tax seminar are impressed w reports and ease of demonstration.

Pros

We utilize reports for bracket Mngt. And Roth conversions recommendations.

Cons

Does not handle all types of tax returns.

Reason for choosing Tax Clarity

Na

Review Source

Response from Covisum

December 2, 2020

Hi Steven, Thanks for reviewing Tax Clarity. We're glad the software has been helpful for finding opportunities for Roth conversions. We appreciate your feedback. -Lauren

KS

Kurt S.  
President  
Financial Services  
Used the software for: 6-12 months

### "Financial Advisor "

July 3, 2020

5.0

Great product!

Pros

Easy to use and helpful in tax planning for clients.

Cons

I wasn't crazy about the change of format and still use the legacy version.

Review Source

Response from Covisum

December 2, 2020

Hi Kurt, Thanks for leaving a review of Tax Clarity. We're glad you've found the software helpful and easy to use. We appreciate your feedback. -Lauren

GB

Greg B.  
Managing Principal  
Financial Services  
Used the software for: 2+ years

### "Helpful product for ROTH Conversion planning"

July 5, 2020

4.0

Pros

Robust product for the cost for tax planning and ROTH Conversions.

Cons

It could have a simpler interface however for the want if scenarios

Review Source

Response from Covisum

December 1, 2020

Hi Greg, Thanks for leaving a review of Tax Clarity. I'm glad to hear that the software has been helpful for finding opportunities to do Roth conversions. We really appreciate your feedback. -Lauren

kL

kurt L.  
Advisor  
Financial Services  
Used the software for: 1-2 years

### "Tax Clarity Review"

July 11, 2020

5.0

Helping clients with Conversion to ROTH IRA strategy

Pros

Ease of use to quickly determine the clients tax gaps.

Cons

None that need to be changed, works as promised.

Review Source

Response from Covisum

August 3, 2020

Hi Kurt, Thanks for the positive feedback! I'm glad that you've found Tax Clarity helpful for identifying opportunities for Roth conversions. 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. -Lauren

ME

Myron E.  
Financial Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Tax Clarity "

July 10, 2020

5.0

I have been using primarily as a tool to determine Roth conversions, as well as when additional income can be taken.

Pros

Very easy to use, once properly trained. Client facing data has been very helpful in translating the information to the client.

Cons

I really did not find anything that was an issue or difficult to use. It is quite simple, again, once properly trained. Getting up to speed on the usage was not hard either.

Review Source

Response from Covisum

August 14, 2020

Hi Myron, Thanks for taking the time to review Tax Clarity. We're glad you've found the software helpful and easy to use. We always appreciate the feedback. -Lauren

SP

Scott P.  
owner  
Financial Services  
Used the software for: 1-2 years

### "services"

July 8, 2020

4.0

Roth conversations and tax estimates

Pros

not much integration with other income software

Cons

question numbers and solutions and effectiveness in my current business model

Review Source

Response from Covisum

August 25, 2020

Hi Scott, We are thrilled to have you as part of the Covisum community! Thank you for sharing your review with us. We look forward to serving you again soon!

MS

Morris S.  
Financial Advisor  
Financial Services  
Used the software for: 6-12 months

### "Tax Clarity review"

July 7, 2020

4.0

It has been a good experience working with the software and the people behind the software.

Pros

East of use; Customer service experience of the back office.

Cons

Still figuring out the viability of it for our client service experience compared to other tools we use.

Reason for choosing Tax Clarity

Have not chosen it over anything. Evaluating everything,

Review Source

Response from Covisum

November 6, 2020

Hi Morris, Thanks for leaving a review of Tax Clarity. We pride ourselves on our great customer support, and we're happy to hear that you've had a positive experience. We appreciate your feedback. -Lauren

GW

Gary W.  
VP  
Financial Services  
Used the software for: 6-12 months

### "Tax Clarity Review"

July 20, 2020

4.0

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

Response from Covisum

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

DA

David A.  
Wealth Advisor  
Financial Services  
Used the software for: 6-12 months

### "Good bang for your buck"

July 14, 2020

5.0

Helps visually display tax opportunities.

Pros

Tax map helps tell story to clients. Data input is simple.

Cons

Integration to eMoney would have been useful.

Review Source

Response from Covisum

July 31, 2020

Hi David, Thank you so much for your review. I'm glad you've found the Tax Map helpful for communicating with clients. We really appreciate your feedback. -Lauren

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