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SPECIFICTION
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CFS TaxTools

taxtools.com

From $19.92/mo Free trial Windows
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Spec score 8.0 #5 of 27 in Tax Planning Software

What it is

CFS TaxTools is Windows software for tax planning, retirement and financial utilities, tax forms, and flowcharts. Its Federal/State Tax Planner supports calculations and projections over five years or five scenarios. Financial tools include mutual fund average cost basis, loan, and investment modules. Client information can be mapped to forms, multiple versions can be saved for a client, and most forms can be emailed as PDFs. The client and preparer database supports unlimited clients, employees, and preparers. TaxTools imports client data from Lacerte, TaxWorks, ProSystem fx, CFS programs, and ASCII files; backup and restore functions can save client data to storage devices. Listed system requirements include Windows 11, 10, 8.1, 7 SP1, and specified Windows Server versions. CFS says users can enter the license code DEMO during installation to run the software in demo mode. TaxTools WorkShop includes unlimited clients and preparers, optional client password protection, technical support, and unlimited use of select tools at no extra charge. Prices include a $229, paid once annual renewal, a $239, paid once first-time single-user purchase, and a subscription at $19.92 a month, paid upfront for a typical 12-month term.

Spec sheet

Purpose
TaxTools provides tax planning, retirement and financial utilities, tax forms, and flowcharts.Read 4 Oct 2026 · taxtools.com
Support
Technical support is available by phone Monday through Friday, with hours listed as 8:00 AM–4:30 PM and 8:00 AM–5:00 PM in December and January, PDT.Read 4 Oct 2026 · taxtools.com
Headquarters
Simi Valley, California, United StatesRead 28 Sep 2026 · taxtools.com
Backup
The software includes data backup and restore and can save client data to any type of storage device.Read 4 Oct 2026 · taxtools.com
Calculators
The product includes financial calculators such as Mutual Fund Average Cost Basis and loan and investment modules.Read 4 Oct 2026 · taxtools.com
Client capacity
The client and preparer database supports an unlimited number of clients, employees, and preparers.Read 4 Oct 2026 · taxtools.com
Demo
CFS says users can enter the license code DEMO during installation to run the software in demo mode.Read 4 Oct 2026 · taxtools.com
Desktop platform
The listed system requirements include Windows 11, 10, 8.1, 7 SP1, and specified Windows Server versions.Read 4 Oct 2026 · taxtools.com
Forms
Client information can be mapped to forms, multiple versions can be saved for a client, and most forms can be emailed as PDFs.Read 4 Oct 2026 · taxtools.com
Free tools
TaxTools WorkShop offers unlimited clients and preparers, optional client password protection, technical support, and unlimited use of select tools at no extra charge.Read 4 Oct 2026 · taxtoolsworkshop.com
Import integrations
TaxTools imports client data from Lacerte, TaxWorks, ProSystem fx, CFS programs, and ASCII files.Read 4 Oct 2026 · taxtools.com
Privacy guidance
CFS warns users not to input private information into its AI Tax Research service.Read 4 Oct 2026 · taxtools.com
Tax planning
Its Federal/State Tax Planner supports five-year or five-scenario calculations and projections.Read 4 Oct 2026 · taxtools.com

Plans and prices

TaxTools (Pro) $19.92 a month Subscription paid up front; typically 12 months 300+ tax utility worksheets, forms & tax planner; 2 free concurrent users Read 4 Oct 2026 · taxtoolsworkshop.com
TaxTools Renewal $229, paid once Annual release; single-user version Read 4 Oct 2026 · taxtools.com
TaxTools TT Network Upgrade Only $234, paid once For customers who already own TaxTools Single User version Read 4 Oct 2026 · taxtools.com
TaxTools TT First-Time Purchase $239, paid once Single-user version Read 4 Oct 2026 · taxtools.com
TaxTools Renewal plus Network Upgrade $463, paid once Renewal; network upgrade Read 4 Oct 2026 · taxtools.com
TaxTools TT plus Network Upgrade $473, paid once First-time purchase; network upgrade Read 4 Oct 2026 · taxtools.com

Every CFS TaxTools plan and price →

Strong points and limits

Strong points

  • Supports five-year or five-scenario projections
  • Stores unlimited clients, employees, and preparers
  • Imports data from named tax programs and ASCII files
  • Includes backup and restore
  • Demo mode is available during installation

Limits

  • Listed platform is Windows
  • Subscription is paid upfront
  • Annual renewal costs $229, paid once

Who it suits

TaxTools suits tax preparers who need multi-year or multi-scenario projections, client forms, and imported client data. It runs on listed Windows desktop and server versions.

Verdict

TaxTools combines planning worksheets, financial utilities, client records, and form handling for preparers. It lists both subscription and purchase options, plus demo mode and select free WorkShop tools.

Where Specifiction places it

Alternatives to CFS TaxToolsAll alternatives →