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Tax Planning Software

Alternatives to FP Alpha

The tools Specifiction weighs against FP Alpha, from its list of tax planning software, each with its plans, platforms and spec score.

  1. 01 Instead

    Instead is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals.

    Free plan Web
    8.7 Visit Specs
  2. 02 Bloomberg Tax

    The suite is intended for tax professionals and organizations including corporate teams, accounting firms, government, and advisory firms.

    Web · Windows · API
    8.3 Visit Specs
  3. 03 Catalyst Tax Insights

    Personal and Plus suit individuals and families comparing tax outcomes for major decisions.

    From $4.08/mo Free plan Web
    8.1 Visit Specs
  4. 04 TaxCalc

    TaxCalc serves UK accountancy practices, in-house finance teams, sole traders, and individuals.

    From £3.50/mo Free trial Windows · macOS · Linux
    8.1 Visit Specs
  5. 05 CFS TaxTools

    TaxTools suits tax preparers who need multi-year or multi-scenario projections, client forms, and imported client data.

    From $19.92/mo Free trial Windows
    8.0 Visit Specs
  6. 06 Holistiplan

    Holistiplan suits financial advisors who want tax, insurance, and estate planning tools for themselves and their clients.

    From $62.42/mo Free trial Web · API
    8.0 Visit Specs
  7. 07 Optiml

    Optiml is for people planning Canadian retirement income, benefits, and estate outcomes.

    From C$8.25/mo Free trial Web
    7.9 Visit Specs
  8. 08 Dhanlytics

    It suits people in India who want to model taxes, investments, and long-term financial scenarios.

    Free plan Web
    7.8 Visit Specs
  9. 09 Hazel AI Tax Planning
    From $160/mo Free trial Web
    7.8 Visit Specs
  10. 10 Do-io
    From $4.92/mo Web · Browser extension
    7.6 Visit Specs
  11. 11 LifeYield Tax-Smart Withdrawals
    API
    7.6 Visit Specs
  12. 12 Tallyfor TaxCalc

    It suits CPA firms that provide tax planning advice and need scenario modeling, estimated-payment tracking and state calculations.

    From $1.67/mo Free trial Web
    7.6 Visit Specs
  13. 13 Tax Alpha
    From $208.33/mo Free trial Web
    7.6 Visit Specs
  14. 14 TaxMoov

    TaxMoov is aimed at internationally mobile individuals, including remote workers, digital nomads, freelancers, founders, high-income employees, investors, and property owners.

    Free plan Web
    7.6 Visit Specs
  15. 15 Corvee Tax Planner

    It is built for accounting firms planning taxes across clients, entities, federal forms, and state or local jurisdictions.

    Web
    7.5 Visit Specs
  16. 16 BNA Income Tax Planner

    It suits accountants, financial advisors, and other professionals preparing tax-planning projections and client presentations.

    Web · Windows
    7.4 Visit Specs
  17. 17 PORTAX
    From $74.92/mo Free trial Windows
    7.4 Visit Specs
  18. 18 Tax Planner Pro
    From $49/mo Web · API
    7.3 Visit Specs
  19. 19 TaxStatus
    From $75/mo Web · API
    7.2 Visit Specs
  20. 20 TaxPlanIQ
    From $397/mo Web
    7.1 Visit Specs
  21. 21 Taxottic

    Taxottic suits individuals and teams handling tax-related company information who need data import or client collaboration.

    From $4.08/mo Free plan Web · iOS · Android
    6.8 Visit Specs
  22. 22 YBL TaxPilot
    Web
    6.8 Visit Specs
  23. 23 Covisum Tax Clarity
    Web
    5.9 Visit Specs
  24. 24 Thomson Reuters Ready to Advise
    5.9 Visit Specs
  25. 25 Corporate Tax Analyzer
    5.8 Visit Specs
  26. 26 Planner CS
    5.4 Visit Specs

FP Alpha, head to head