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Best Hazel AI Tax Planning Alternatives in 2026

Updated

20 platforms from tax planning software ranked against Hazel AI Tax Planning on the same published basis.

  1. 1
    Catalyst Tax Insights Free plan Web $4.08/mo7.6
    Hazel AI Tax Planning vs Catalyst Tax Insights
  2. 2
    Instead Free plan Web Free7.5
    Hazel AI Tax Planning vs Instead
  3. 3
    Taxottic Free plan AndroidiOSWeb $4.08/mo7.3
    Hazel AI Tax Planning vs Taxottic
  4. 4
    CFS TaxTools Free trial Win $19.92/mo7.1
    Hazel AI Tax Planning vs CFS TaxTools
  5. 5
    TaxMoov Free plan Web Free7.1
    Hazel AI Tax Planning vs TaxMoov
  6. 6
    Dhanlytics Free plan Web Free7.0
    Hazel AI Tax Planning vs Dhanlytics
  7. 7
    Optiml Free trial Web C$8.25/mo7.0
    Hazel AI Tax Planning vs Optiml
  8. 8
    TaxCalc Free trial LinuxMacWin £3.50/mo7.0
    Hazel AI Tax Planning vs TaxCalc
  9. 9
    Holistiplan Free trial apiWeb $62.42/mo6.8
    Hazel AI Tax Planning vs Holistiplan
  10. 10
    Tallyfor TaxCalc Free trial Web $1.67/mo6.8
    Hazel AI Tax Planning vs Tallyfor TaxCalc
  11. 11
    Covisum Income InSight Free trial Web $116.67/mo6.7
    Hazel AI Tax Planning vs Covisum Income InSight
  12. 13
    PORTAX Free trial Win $74.92/mo6.7
    Hazel AI Tax Planning vs PORTAX
  13. 14
    Tax Alpha Free trial Web $208.33/mo6.6
    Hazel AI Tax Planning vs Tax Alpha
  14. 15
    BNA Income Tax Planner WebWin 6.5
    Hazel AI Tax Planning vs BNA Income Tax Planner
  15. 16
    Corvee Tax Planner Web 6.5
    Hazel AI Tax Planning vs Corvee Tax Planner
  16. 17
    LifeYield Tax-Smart Withdrawals api 6.4
    Hazel AI Tax Planning vs LifeYield Tax-Smart Withdrawals
  17. 18
    ONESOURCE Certificate Manager apiself-hostedWebWin 6.3
    Hazel AI Tax Planning vs ONESOURCE Certificate Manager
  18. 19
    Practice CS WebWin 6.3
    Hazel AI Tax Planning vs Practice CS
  19. 20
    Bloomberg Tax Web 6.2
    Hazel AI Tax Planning vs Bloomberg Tax
  20. 21
    FP Alpha apiWeb $166.25/mo6.2
    Hazel AI Tax Planning vs FP Alpha

Hazel AI Tax Planning alternatives compared

#PlatformScoreFree planFromRuns on
1Catalyst Tax Insights7.6Free plan$4.08/moWeb
2Instead7.5Free planFreeWeb
3Taxottic7.3Free plan$4.08/moAndroid, iOS, Web
4CFS TaxTools7.1$19.92/moWindows
5TaxMoov7.1Free planFreeWeb
6Dhanlytics7.0Free planFreeWeb
7Optiml7.0C$8.25/moWeb
8TaxCalc7.0No£3.50/moLinux, Mac, Windows
9Holistiplan6.8No$62.42/moAPI, Web
10Tallyfor TaxCalc6.8No$1.67/moWeb
11Covisum Income InSight6.7No$116.67/moWeb
13PORTAX6.7No$74.92/moWindows
14Tax Alpha6.6No$208.33/moWeb
15BNA Income Tax Planner6.5Web, Windows
16Corvee Tax Planner6.5Web
17LifeYield Tax-Smart Withdrawals6.4API
18ONESOURCE Certificate Manager6.3API, self-hosted, Web, Windows
19Practice CS6.3Web, Windows
20Bloomberg Tax6.2Web
21FP Alpha6.2No$166.25/moAPI, Web
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Questions about Hazel AI Tax Planning alternatives

What is the best alternative to Hazel AI Tax Planning?

Catalyst Tax Insights, number 1 in tax planning software with a score of 7.6 out of 10. The others here: Instead, Taxottic, CFS TaxTools and 16 more.

What is the best free alternative to Hazel AI Tax Planning?

Catalyst Tax Insights is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.