FP Alpha

6.2easy start · #14 of 28
in Tax Planning Software

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

Runs on api, Web. Paid plans from $166.25/mo.

FP Alpha is ranked #14 of 28 in tax planning software on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $166.25/mo.

FP Alpha plans and pricing

All plans

All-In-One Planning Solution $1,995/yr $1,995/YEAR; prices are listed annually 55 Snapshots: 35 Tax · 10 Estate · 10 Insurance; larger bundles available; unlimited logins fpalpha.com · 7 Oct 2026

Tax Planning Not published Prices are listed annually; contact sales for pricing 75 Snapshots; one tax document per Snapshot fpalpha.com · 7 Oct 2026

Estate Planning Not published Prices are listed annually; contact sales for pricing 10 Snapshots; all household documents covered by one Snapshot fpalpha.com · 7 Oct 2026

Insurance Planning Not published Prices are listed annually; contact sales for pricing 30 Snapshots; home, umbrella, and auto documents covered by Snapshots fpalpha.com · 7 Oct 2026

Enterprise Not published Custom pricing based on usage needs Unlimited user logins fpalpha.com · 7 Oct 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Data import: Yes
Client collaboration: Yes

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The record

Purpose: FP Alpha uses AI and subject matter experts to help financial professionals deliver holistic planning advice.
Document analysis: Users upload client tax returns, estate plans, and insurance policies to receive summaries and guided insights within minutes.
Tax tools: Tax features include Tax Snapshot, Tax Projector, and a Roth Conversion Simulator for comparing tax strategies and scenarios.
Estate planning: The Estate Snapshot summarizes estate documents and visualizes how assets are set to pass, while the Estate Planning Lab models estate strategies and tax effects.
Insurance analysis: The Insurance Module reads personal insurance policies and identifies opportunities to reduce risk and cost, including potential home, umbrella, and auto coverage gaps.
Deliverables: FP Alpha offers white-labeled, customized, actionable client recommendation reports.
Integrations: Named integration partners include eMoney, Envestnet | MoneyGuidePro, Orion, PreciseFP, Redtail, Salesforce, Wealthbox, and Nitrogen.
Custom integrations: The pricing FAQ says FP Alpha offers an open API for custom integrations.
Security: FP Alpha says it is SOC 2 Type 2 certified and has technical and organizational security measures to protect personal information.
Authentication: All packages include two factor authentication.
Support: All packages include unlimited 1:1 customer support and onboarding and implementation support.
Credits: Annual credits expire and reload annually; tax document review uses one credit, while one estate household review with multiple documents uses one credit, and purchased credit packs never expire.
Intended users: FP Alpha offers annual licenses for sole practitioners, advisory teams, enterprise wealth management firms, CPA firms, and estate attorneys.
Company: FP Alpha Inc lists its address as 445 Park Avenue, 6th Floor, New York, NY 10022; its story says Andrew Altfest and Luis Quiroz created the company.
Price from: $166.25/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#14 of 28

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Sources

fpalpha.com/solutions/· checked 7 Oct 2026
fpalpha.com/partners/· checked 7 Oct 2026
fpalpha.com/pricing/· checked 7 Oct 2026
fpalpha.com/privacy-policy/· checked 7 Oct 2026
fpalpha.com/about/· checked 7 Oct 2026
fpalpha.com· checked 28 Sept 2026