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Catalyst Tax Insights vs Planner CS

Catalyst Tax Insights

taxcatalyst.us

Planner CS

tax.thomsonreuters.com

Side by side

FigureCatalyst Tax InsightsPlanner CS
Price from$4.08/mo—
Free planYes—
Free trialYes—
Open source——
WebYes—
Plans published40
Spec score · Tax Planning Software8.1 (#3)5.4 (#27)

Plans

Catalyst Tax Insights

  • PersonalFree
  • Plus$49 a year
  • Enterprise$199 a year
  • Pro$499 a year

Catalyst Tax Insights pricing →

Planner CS

No plans published.

Planner CS pricing →

In their own words

Catalyst Tax Insights

Catalyst Tax Insights helps individuals, families, and financial professionals model the tax impact of major financial decisions through projections and scenario comparisons. Users enter key information for a base projection, add scenarios to compare, and can usually produce a projection in a few minutes. The service generates tax insights that can be saved for later review. Listed calculators cover required minimum distributions, real estate sales and purchases, self-employment, IRA phase-outs, time value, and education costs. Personal and Plus editions are for individuals and families; Pro is for financial advisors, CPAs, and other financial professionals. Pro and Enterprise plans let users manage insights across a client base and share data with colleagues in their organization. The product runs on the web, and free and paid plans include email support. Personal is free; Plus costs $49 a year. Pro costs $499 a year for three users and includes a 30-day trial with no credit card required. Catalyst Pro is intended to accompany, not replace, comprehensive financial planning software.

Visit taxcatalyst.us

Planner CS

Planner CS has no write-up on Specifiction yet; its figures are above.

Visit tax.thomsonreuters.com