Best Tax Planning Software in 2026
Updated
In short: Taxottic is ranked #1 of 28 as of 8 October 2026, ahead of Catalyst Tax Insights and Dhanlytics. The best-ranked option with a free plan is Catalyst Tax Insights. The lowest first paid tier on this page is Tallyfor TaxCalc at $1.67/mo.
Tax planning software helps you examine potential outcomes under different assumptions. Compare multi-year projections and scenario modeling, and consider whether capital gains or retirement income modeling addresses the situations you work with. Data import and client collaboration are also worth weighing against your process, alongside free-plan availability and paid-from pricing. Taxottic, Catalyst Tax Insights, and Dhanlytics are among the entries. Use these capabilities to focus your comparison on the projections, inputs, and collaboration your planning work requires.
28 tax planning software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
5 of the 25 here have a free tier you can use, 0 have open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | TaxotticWeb · Android · iPhone | Three bars | — | 3 of 6 | $4.08/mo | 6.6 | |
| 2 | Catalyst Tax InsightsWeb | Two bars | — | 1 of 6 | $4.08/mo | 6.4 | |
| 3 | DhanlyticsWeb | Two bars | — | 1 of 6 | Free | 6.4 | |
| 4 | TaxMoovWeb | Two bars | — | 1 of 6 | Free | 6.4 | |
| 5 | InsteadWeb | Two bars | — | 1 of 6 | Free | 6.3 | |
| 6 | BNA Income Tax PlannerWeb · Windows | One bar | — | — | 2 of 6 | — | 5.5 |
| 7 | CFS TaxToolsWindows | One bar | — | — | 1 of 6 | $19.92/mo | 5.5 |
| 8 | Corvee Tax PlannerWeb | One bar | — | — | 1 of 6 | — | 5.4 |
| 9 | OptimlWeb | One bar | — | — | 1 of 6 | C$8.25/mo | 5.4 |
| 10 | Bloomberg TaxWeb | One bar | — | — | 1 of 6 | — | 5.3 |
| 11 | Thomson Reuters Ready to AdviseNo platforms listed | One bar | — | — | 0 of 6 | — | 5.3 |
| 12 | CCH ProSystem fx TaxWindows | No signal | — | — | 1 of 6 | — | 5.2 |
| 13 | TaxCalcWindows · Mac · Linux | Two bars | — | — | 3 of 6 | £3.50/mo | 5.2 |
| 14 | LifeYield Tax-Smart WithdrawalsNo platforms listed | No signal | — | — | 0 of 6 | — | 5.1 |
| 15 | ONESOURCE Certificate ManagerWeb · Windows · Self-hosted · API | One bar | — | — | 2 of 6 | — | 5.1 |
| 16 | Practice CSWindows | No signal | — | — | 1 of 6 | — | 5.1 |
| 17 | Tallyfor TaxCalcWeb | One bar | — | — | 1 of 6 | $1.67/mo | 5.1 |
| 18 | Do-ioWeb · Extension | One bar | — | — | 1 of 6 | $4.92/mo | 5.0 |
| 19 | FP AlphaWeb · API | One bar | — | — | 1 of 6 | $166.25/mo | 5.0 |
| 20 | Hazel AI Tax PlanningWeb | One bar | — | — | 1 of 6 | $160/mo | 5.0 |
| 21 | HolistiplanWeb · API | One bar | — | — | 1 of 6 | $62.42/mo | 5.0 |
| 22 | Tax Planner ProWeb · API | One bar | — | — | 1 of 6 | $49/mo | 5.0 |
| 23 | TaxPlanIQWeb | One bar | — | — | 1 of 6 | $397/mo | 5.0 |
| 24 | TaxStatusWeb · API | One bar | — | — | 1 of 6 | $75/mo | 5.0 |
| 25 | Covisum Income InSightWeb | No signal | — | — | 1 of 6 | $116.67/mo | 4.8 |
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Scenario modeling | Multi-year projection |
|---|---|---|---|---|---|---|---|---|
| 1 | Taxottic | 6.6 | Free plan | $4.08/mo | Yes | 4.99 /mo | — | — |
| 2 | Catalyst Tax Insights | 6.4 | Free plan | $4.08/mo | Yes | — | Yes | — |
| 3 | Dhanlytics | 6.4 | Free plan | Free | Yes | — | Yes | Yes |
| 4 | TaxMoov | 6.4 | Free plan | Free | Yes | — | Yes | — |
| 5 | Instead | 6.3 | Free plan | Free | Yes | — | — | — |
| 6 | BNA Income Tax Planner | 5.5 | No | — | No | — | Yes | Yes |
| 7 | CFS TaxTools | 5.5 | No | $19.92/mo | No | — | Yes | Yes |
| 8 | Corvee Tax Planner | 5.4 | No | — | — | — | — | — |
| 9 | Optiml | 5.4 | No | C$8.25/mo | Yes | — | Yes | Yes |
| 10 | Bloomberg Tax | 5.3 | No | — | — | — | — | — |
| 11 | Thomson Reuters Ready to Advise | 5.3 | No | — | — | — | Yes | — |
| 12 | CCH ProSystem fx Tax | 5.2 | No | — | — | — | Yes | Yes |
| 13 | TaxCalc | 5.2 | No | £3.50/mo | No | — | — | — |
| 14 | LifeYield Tax-Smart Withdrawals | 5.1 | No | — | — | — | Yes | — |
| 15 | ONESOURCE Certificate Manager | 5.1 | No | — | — | — | Yes | — |
| 16 | Practice CS | 5.1 | No | — | — | — | Yes | Yes |
| 17 | Tallyfor TaxCalc | 5.1 | No | $1.67/mo | No | — | Yes | Yes |
| 18 | Do-io | 5.0 | No | $4.92/mo | No | — | No | — |
| 19 | FP Alpha | 5.0 | No | $166.25/mo | No | — | Yes | Yes |
| 20 | Hazel AI Tax Planning | 5.0 | No | $160/mo | No | — | Yes | Yes |
| 21 | Holistiplan | 5.0 | No | $62.42/mo | No | — | Yes | Yes |
| 22 | Tax Planner Pro | 5.0 | No | $49/mo | No | — | Yes | Yes |
| 23 | TaxPlanIQ | 5.0 | No | $397/mo | No | 397 /mo | Yes | Yes |
| 24 | TaxStatus | 5.0 | No | $75/mo | No | 75 /mo | Yes | — |
| 25 | Covisum Income InSight | 4.8 | No | $116.67/mo | No | — | Yes | — |
Is your app 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 Freedom251?
Taxottic is ranked #1 of 28 with a score of 6.6. Catalyst Tax Insights is second and Dhanlytics third.
How many of these have a free plan?
5 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Tallyfor TaxCalc has the lowest first paid tier we found: $1.67/mo.
How is this list ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.