Best Tax Planning Software in 2026
Updated
In short: Catalyst Tax Insights is ranked #1 of 28 as of 7 October 2026, ahead of Instead and Taxottic. The best-ranked option with a free plan is Instead. The lowest first paid tier on this page is TaxCalc at £3.50/mo.
Tax planning software can help you explore how financial decisions may affect taxes across years and changing assumptions. Compare capital gains and retirement income modeling with multi-year projection and scenario modeling to see which questions each product can address. Data import and client collaboration matter if you need to bring information into a planning process or work through it with clients. Free-plan availability and paid-from pricing provide additional cost points to weigh. Catalyst Tax Insights, Instead, and Taxottic are among the entries, alongside Optiml and Dhanlytics. Consider which listed modeling and workflow capabilities fit the planning work you need to do.
28 tax planning software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Tax Planning Software, ranked on how quickly a newcomer can get going. 9 of the 25 on this page can be tried for free.
- 1 Catalyst Tax InsightsPaid from $4.08/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 2 InsteadFree plan
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 3 TaxotticPaid from $4.08/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 4 CFS TaxToolsPaid from $19.92/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 5 OptimlPaid from C$8.25/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 6 DhanlyticsFree plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 7 TaxCalcPaid from £3.50/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 8 HolistiplanPaid from $62.42/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 9 Hazel AI Tax PlanningPaid from $160/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 10 BNA Income Tax Planner
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 11 ONESOURCE Certificate Manager
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 12 Bloomberg Tax
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 13 Do-ioPaid from $4.92/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 14 FP AlphaPaid from $166.25/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 15 TaxPlanIQPaid from $397/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 16 TaxStatusPaid from $75/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 17 Thomson Reuters Ready to Advise
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 18 Tax Planner ProPaid from $49/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 19 CCH ProSystem fx Tax
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 20 Corvee Tax Planner
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 21 LifeYield Tax-Smart Withdrawals
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 22 Covisum Income InSight
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 23 Practice CS
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 24 Tallyfor TaxCalc
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 25 TaxMoov
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Scenario modeling | Multi-year projection |
|---|---|---|---|---|---|---|---|---|
| 1 | Catalyst Tax Insights | 7.6 | Free plan | $4.08/mo | Yes | — | Yes | — |
| 2 | Instead | 7.5 | Free plan | Free | Yes | — | — | — |
| 3 | Taxottic | 7.3 | Free plan | $4.08/mo | Yes | 4.99 /mo | — | — |
| 4 | CFS TaxTools | 7.1 | No | $19.92/mo | No | — | Yes | Yes |
| 5 | Optiml | 7.1 | No | C$8.25/mo | Yes | — | Yes | Yes |
| 6 | Dhanlytics | 7.0 | Free plan | Free | Yes | — | Yes | Yes |
| 7 | TaxCalc | 7.0 | No | £3.50/mo | No | — | — | — |
| 8 | Holistiplan | 6.8 | No | $62.42/mo | No | — | Yes | Yes |
| 9 | Hazel AI Tax Planning | 6.7 | No | $160/mo | No | — | Yes | Yes |
| 10 | BNA Income Tax Planner | 6.5 | No | — | No | — | Yes | Yes |
| 11 | ONESOURCE Certificate Manager | 6.3 | No | — | — | — | Yes | — |
| 12 | Bloomberg Tax | 6.2 | No | — | — | — | — | — |
| 13 | Do-io | 6.2 | No | $4.92/mo | No | — | No | — |
| 14 | FP Alpha | 6.2 | No | $166.25/mo | No | — | Yes | Yes |
| 15 | TaxPlanIQ | 6.2 | No | $397/mo | No | 397 /mo | Yes | Yes |
| 16 | TaxStatus | 6.2 | No | $75/mo | No | 75 /mo | Yes | — |
| 17 | Thomson Reuters Ready to Advise | 6.1 | No | — | — | — | Yes | — |
| 18 | Tax Planner Pro | 6.0 | No | $49/mo | No | — | Yes | Yes |
| 19 | CCH ProSystem fx Tax | 5.9 | No | — | — | — | Yes | Yes |
| 20 | Corvee Tax Planner | 5.7 | No | — | — | — | — | — |
| 21 | LifeYield Tax-Smart Withdrawals | 5.7 | No | — | — | — | Yes | — |
| 22 | Covisum Income InSight | 5.6 | No | — | No | — | Yes | — |
| 23 | Practice CS | 5.6 | No | — | — | — | Yes | Yes |
| 24 | Tallyfor TaxCalc | 5.6 | No | — | No | — | Yes | Yes |
| 25 | TaxMoov | 5.6 | No | — | Yes | — | Yes | — |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which tax planning software is ranked first on The Geeks Club?
Catalyst Tax Insights is ranked #1 of 28 with a score of 7.6. Instead is second and Taxottic third.
How many of these have a free plan?
4 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, TaxCalc has the lowest first paid tier we found: £3.50/mo.
How is this list ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.