--- title: "Income Tax Planner Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Income Tax Planner Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more." source_url: "https://www.capterra.com/p/230877/Income-Tax-Planner/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Income Tax Planner Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 28, 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)[Integrations](#integrations)[Support](#support) Income Tax Planner ## What is Income Tax Planner? Income Tax Planner is a cloud-based tax planning software that allows practitioners to help individuals and small business owners manage income tax compliance and planning. Income Tax Planner can calculate multiyear federal, state, and nonresident income tax projections for up to 20 years in the future. It enables what-if scenario planning to compare different tax strategies, and also provides expert analysis and updates for the latest tax laws. Users can also import their tax data from multiple sources for additional convenience. ## What is Income Tax Planner used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/) Contact vendor for pricing Free trial not 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 Income Tax Planner?[Manage this product listing](https://www.g2.com/products/bloomberg-industry-group-income-tax-planner/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. ### Income Tax Planner 0.0 VS. [### TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,631)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (3,631) Value For Money 0.0 (0) Value For Money 4.6 (3,040) Customer Service 0.0 (0) Customer Service 4.6 (2,937) ## Income Tax Planner alternatives [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.6 (242)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $895.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (116)](https://www.capterra.com/p/176133/Drake-Tax/reviews/) Starting price $349.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 66% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176133/Drake-Tax/) Highest Rated [Spectrum Cloud](https://www.capterra.com/p/10031291/Spectrum-Cloud/) [5.0 (2)](https://www.capterra.com/p/10031291/Spectrum-Cloud/#reviews) Starting price $8000.00 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/10031291/Spectrum-Cloud/) [CCH iFirm](https://www.capterra.com/p/185242/CCH-iFirm/) [4.0 (9)](https://www.capterra.com/p/185242/CCH-iFirm/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 78% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/185242/CCH-iFirm/) ## FAQs about Income Tax Planner Overview ### What company size and specific industries is Income Tax Planner built for? Income Tax Planner is designed for accountants, tax accountants, controllers, and assistant controllers across organizations of all sizes, especially companies that need support for income tax planning and related financial oversight. It is aimed at finance and accounting teams rather than a specific industry sector. Features and Usability ### What are the key features of Income Tax Planner? Income Tax Planner offers tax calculation, tax filing, and tax forms for tax practices, along with accounting and compliance management. It also includes client management, a client portal, document management, workflow management, and approval process control. Additional features include reporting and statistics, audit management, alerts and notifications, and data import/export. Integrations ### Which third-party tools and platforms does Income Tax Planner integrate with? Income Tax Planner connects natively to Microsoft Excel. Getting Started and Support ### What training and onboarding options does Income Tax Planner offer? Income Tax Planner provides live online training sessions to help teams get started. This format supports guided instruction and real-time questions during setup and early use. No other training formats are listed in the catalog data for this product. Getting Started and Support ### What customer support options does Income Tax Planner offer? Income Tax Planner provides email/help desk and phone support. Support experience cannot be judged from reviewer feedback because no support-related reviews are available, so no claims can be made about response times, helpfulness, or common issues. The listed channels are the only confirmed options. ## Features AI summary Based on 1,580 Tax Preparation reviews Capterra data shows that buyers of tax practice management software rank the following features as their top priorities: - **Client Portal** (**67%** of reviewers rated this feature as critical) - **Document Management** (**62%**) - **Workflow Management** (**56%**) Income Tax Planner includes all three of the features reviewers consider most important: **Client Portal**, **Document Management**, and **Workflow Management**. Together, these capabilities help firms share information securely with clients, keep tax documents organized, and manage recurring processes more efficiently, allowing teams to improve coordination, reduce manual follow-up, and keep work moving on schedule. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Income Tax Planner 24 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - For Tax Practices: Designed for tax practices - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/) ## Support, customer service and training options 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 ## 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.