Catalyst Tax Insights vs Planner CS
Catalyst Tax Insights
taxcatalyst.usPlanner CS
tax.thomsonreuters.comSide by side
| Figure | Catalyst Tax Insights | Planner CS |
|---|---|---|
| Price from | $4.08/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | — |
| Plans published | 4 | 0 |
| Spec score · Tax Planning Software | 8.1 (#3) | 5.4 (#27) |
Plans
Catalyst Tax Insights
- PersonalFree
- Plus$49 a year
- Enterprise$199 a year
- Pro$499 a year
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.
Planner CS
Planner CS has no write-up on Specifiction yet; its figures are above.