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Best Hazel AI Tax Planning Alternatives in 2026

Updated

20 tools from tax planning software ranked against Hazel AI Tax Planning on the same published basis.

  1. 1
    Catalyst Tax Insights Free plan Web $4.08/mo7.3
    Hazel AI Tax Planning vs Catalyst Tax Insights
  2. 2
    Taxottic Free plan AndroidiOSWeb $4.08/mo7.3
    Hazel AI Tax Planning vs Taxottic
  3. 3
    TaxCalc Free trial LinuxMacWin £3.50/mo7.2
    Hazel AI Tax Planning vs TaxCalc
  4. 4
    Instead Free plan Web Free7.1
    Hazel AI Tax Planning vs Instead
  5. 5
    CFS TaxTools Free trial Win $19.92/mo7.0
    Hazel AI Tax Planning vs CFS TaxTools
  6. 6
    Optiml Free trial Web C$8.25/mo7.0
    Hazel AI Tax Planning vs Optiml
  7. 7
    TaxMoov Free plan Web Free7.0
    Hazel AI Tax Planning vs TaxMoov
  8. 8
    Dhanlytics Free plan Web Free6.9
    Hazel AI Tax Planning vs Dhanlytics
  9. 9
    Tallyfor TaxCalc Free trial Web $1.67/mo6.9
    Hazel AI Tax Planning vs Tallyfor TaxCalc
  10. 10
    Holistiplan Free trial apiWeb $62.42/mo6.8
    Hazel AI Tax Planning vs Holistiplan
  11. 11
    BNA Income Tax Planner WebWin 6.7
    Hazel AI Tax Planning vs BNA Income Tax Planner
  12. 12
    Covisum Income InSight Free trial Web $116.67/mo6.7
    Hazel AI Tax Planning vs Covisum Income InSight
  13. 14
    PORTAX Free trial Win $74.92/mo6.7
    Hazel AI Tax Planning vs PORTAX
  14. 15
    Corvee Tax Planner Web 6.6
    Hazel AI Tax Planning vs Corvee Tax Planner
  15. 16
    ONESOURCE Certificate Manager apiself-hostedWebWin 6.6
    Hazel AI Tax Planning vs ONESOURCE Certificate Manager
  16. 17
    Practice CS WebWin 6.6
    Hazel AI Tax Planning vs Practice CS
  17. 18
    Tax Alpha Free trial Web $208.33/mo6.6
    Hazel AI Tax Planning vs Tax Alpha
  18. 19
    FP Alpha apiWeb $166.25/mo6.5
    Hazel AI Tax Planning vs FP Alpha
  19. 20
    LifeYield Tax-Smart Withdrawals api 6.5
    Hazel AI Tax Planning vs LifeYield Tax-Smart Withdrawals
  20. 21
    Do-io extensionWeb $4.92/mo6.4
    Hazel AI Tax Planning vs Do-io

Hazel AI Tax Planning alternatives compared

#ToolScoreFree planFromRuns on
1Catalyst Tax Insights7.3Free plan$4.08/moWeb
2Taxottic7.3Free plan$4.08/moAndroid, iOS, Web
3TaxCalc7.2No£3.50/moLinux, Mac, Windows
4Instead7.1Free planFreeWeb
5CFS TaxTools7.0$19.92/moWindows
6Optiml7.0C$8.25/moWeb
7TaxMoov7.0Free planFreeWeb
8Dhanlytics6.9Free planFreeWeb
9Tallyfor TaxCalc6.9No$1.67/moWeb
10Holistiplan6.8No$62.42/moAPI, Web
11BNA Income Tax Planner6.7Web, Windows
12Covisum Income InSight6.7No$116.67/moWeb
14PORTAX6.7No$74.92/moWindows
15Corvee Tax Planner6.6Web
16ONESOURCE Certificate Manager6.6API, self-hosted, Web, Windows
17Practice CS6.6Web, Windows
18Tax Alpha6.6No$208.33/moWeb
19FP Alpha6.5No$166.25/moAPI, Web
20LifeYield Tax-Smart Withdrawals6.5API
21Do-io6.4No$4.92/moBrowser, Web
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Questions about Hazel AI Tax Planning alternatives

What is the best alternative to Hazel AI Tax Planning?

Catalyst Tax Insights, number 1 in tax planning software with a score of 7.3 out of 10. The others here: Taxottic, TaxCalc, Instead and 16 more.

What is the best free alternative to Hazel AI Tax Planning?

Catalyst Tax Insights is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.