Covisum Income InSight

6.7easy start · #11of 28
in Tax Planning Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $116.67/mo.

Covisum Income InSight is ranked #11 of 28 in tax planning software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $116.67/mo.

Covisum Income InSight plans and pricing

All plans

Income InSight monthly subscription $119.99/mo Monthly Intended for one user · enterprise options available covisum.com · 8 Oct 2026

Income InSight annual subscription $1,400/yr Annually Intended for one user · enterprise options available covisum.com · 8 Oct 2026

Compared on tax planning software

Free plan: No
Paid from: $119.99/mo
Income projection: Yes
Savings growth projection: Yes
Withdrawal planning: Yes
Social Security modeling: Yes
Scenario analysis: Yes
Account synchronization: none

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The record

Purpose: Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition.
Planning areas: The platform combines retirement tax planning, income needs, and Social Security planning.
Roth conversions: It generates Roth conversion strategies with suggested dollar amounts.
Stress tests: Advisors can test retirement strategies against a down market, early death, Social Security benefit cuts, inflation, or long-term care needs.
Cash flow and reports: The platform provides annual cash flow analysis and printable PDF reports.
Insurance scenarios: Advisors can show the impact of SPIAs, deferred annuities, and other insurance products.
Integrations: Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools.
Support: The product page says subscriptions include unlimited free access to live support and customer success assistance.
Subscription terms: The product page says no contract is required and describes subscriptions as intended for one user; multiple users require an enterprise-level agreement.
Security: Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement.
Data handling: Covisum's terms say it uses commercially reasonable administrative, physical, and technical measures to protect the security and integrity of user content.
Platform: Covisum's terms describe its software applications as web-based.
Founded: 2019
Headquarters: Omaha, Nebraska, United States
Price from: $116.67/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#11 of 28
Best Retirement Planning Software in 2026#16 of 26

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Sources

covisum.com/solutions/income-insight· checked 8 Oct 2026
covisum.com/about· checked 8 Oct 2026
covisum.com/lp-data-security-statement· checked 8 Oct 2026
covisum.com/terms-of-use· checked 8 Oct 2026