Tax Planning Software
Alternatives to TaxStatus
The tools Specifiction weighs against TaxStatus, from its list of tax planning software, each with its plans, platforms and spec score.
- 01
Instead Instead is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals.
Free plan Web8.7 Visit Specs - 02
Bloomberg Tax The suite is intended for tax professionals and organizations including corporate teams, accounting firms, government, and advisory firms.
Web · Windows · API8.3 Visit Specs - 03 Catalyst Tax Insights
Personal and Plus suit individuals and families comparing tax outcomes for major decisions.
From $4.08/mo Free plan Web8.1 Visit Specs - 04 TaxCalc
TaxCalc serves UK accountancy practices, in-house finance teams, sole traders, and individuals.
From £3.50/mo Free trial Windows · macOS · Linux8.1 Visit Specs - 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 Windows8.0 Visit Specs - 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 · API8.0 Visit Specs - 07 Optiml
Optiml is for people planning Canadian retirement income, benefits, and estate outcomes.
From C$8.25/mo Free trial Web7.9 Visit Specs - 08
Dhanlytics It suits people in India who want to model taxes, investments, and long-term financial scenarios.
Free plan Web7.8 Visit Specs - 09 Hazel AI Tax Planning From $160/mo Free trial Web7.8 Visit Specs
- 10 FP Alpha From $166.25/mo Web · API7.7 Visit Specs
- 11
Do-io From $4.92/mo Web · Browser extension7.6 Visit Specs - 12 LifeYield Tax-Smart Withdrawals API7.6 Visit Specs
- 13 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 Web7.6 Visit Specs - 14 Tax Alpha From $208.33/mo Free trial Web7.6 Visit Specs
- 15 TaxMoov
TaxMoov is aimed at internationally mobile individuals, including remote workers, digital nomads, freelancers, founders, high-income employees, investors, and property owners.
Free plan Web7.6 Visit Specs - 16
Corvee Tax Planner It is built for accounting firms planning taxes across clients, entities, federal forms, and state or local jurisdictions.
Web7.5 Visit Specs - 17
BNA Income Tax Planner It suits accountants, financial advisors, and other professionals preparing tax-planning projections and client presentations.
Web · Windows7.4 Visit Specs - 18 PORTAX From $74.92/mo Free trial Windows7.4 Visit Specs
- 19 Tax Planner Pro From $49/mo Web · API7.3 Visit Specs
- 20
TaxPlanIQ From $397/mo Web7.1 Visit Specs - 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 · Android6.8 Visit Specs - 22 YBL TaxPilot Web6.8 Visit Specs
- 23 Covisum Tax Clarity Web5.9 Visit Specs
- 24
Thomson Reuters Ready to Advise 5.9 Visit Specs - 25 Corporate Tax Analyzer 5.8 Visit Specs
- 26 Planner CS 5.4 Visit Specs
TaxStatus, head to head
- TaxStatus vs Instead
- TaxStatus vs Bloomberg Tax
- TaxStatus vs Catalyst Tax Insights
- TaxStatus vs TaxCalc
- TaxStatus vs CFS TaxTools
- TaxStatus vs Holistiplan
- TaxStatus vs Optiml
- TaxStatus vs Dhanlytics
- TaxStatus vs Hazel AI Tax Planning
- TaxStatus vs FP Alpha
- TaxStatus vs Do-io
- TaxStatus vs LifeYield Tax-Smart Withdrawals