CFS TaxTools

7.1easy start · #4 of 28
in Tax Planning Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Windows. Paid plans from $19.92/mo.

CFS TaxTools is ranked #4 of 28 in tax planning software on The Geeks Club. It runs on Windows. A free trial is offered. Paid plans start at $19.92/mo.

CFS TaxTools plans and pricing

All plans

TaxTools (Pro) $19.92/mo Subscription paid up front; typically 12 months 300+ tax utility worksheets, forms & tax planner; 2 free concurrent users taxtoolsworkshop.com · 4 Oct 2026

TaxTools Renewal $229 once Annual release; single-user version taxtools.com · 4 Oct 2026

TaxTools TT Network Upgrade Only $234 once For customers who already own TaxTools Single User version taxtools.com · 4 Oct 2026

TaxTools TT First-Time Purchase $239 once Single-user version taxtools.com · 4 Oct 2026

TaxTools Renewal plus Network Upgrade $463 once Renewal; network upgrade taxtools.com · 4 Oct 2026

TaxTools TT plus Network Upgrade $473 once First-time purchase; network upgrade taxtools.com · 4 Oct 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes
Retirement income modeling: Yes
Data import: Yes

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The record

Purpose: TaxTools provides tax planning, retirement and financial utilities, tax forms, and flowcharts.
Tax planning: Its Federal/State Tax Planner supports five-year or five-scenario calculations and projections.
Calculators: The product includes financial calculators such as Mutual Fund Average Cost Basis and loan and investment modules.
Forms: Client information can be mapped to forms, multiple versions can be saved for a client, and most forms can be emailed as PDFs.
Client capacity: The client and preparer database supports an unlimited number of clients, employees, and preparers.
Import integrations: TaxTools imports client data from Lacerte, TaxWorks, ProSystem fx, CFS programs, and ASCII files.
Backup: The software includes data backup and restore and can save client data to any type of storage device.
Desktop platform: The listed system requirements include Windows 11, 10, 8.1, 7 SP1, and specified Windows Server versions.
Demo: CFS says users can enter the license code DEMO during installation to run the software in demo mode.
Free tools: TaxTools WorkShop offers unlimited clients and preparers, optional client password protection, technical support, and unlimited use of select tools at no extra charge.
Support: Technical support is available by phone Monday through Friday, with hours listed as 8:00 AM–4:30 PM and 8:00 AM–5:00 PM in December and January, PDT.
Privacy guidance: CFS warns users not to input private information into its AI Tax Research service.
Headquarters: Simi Valley, California, United States
Price from: $19.92/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#4 of 28

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Sources

taxtools.com/products_tt.aspx· checked 4 Oct 2026
taxtools.com/installations.aspx· checked 4 Oct 2026
taxtoolsworkshop.com/pricing/· checked 4 Oct 2026
taxtools.com/techsupport.aspx· checked 4 Oct 2026
taxtools.com· checked 28 Sept 2026