Side by side
BNA Income Tax Planner vs Catalyst Tax Insights
Both stand on tax planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
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Income Tax Planner brings multiyear projections, tax calculations, data imports, and client-ready reports together for professional tax planning. Pricing requires a request, and the listed facts do not include a free plan.
Visit BNA Income Tax Planner Free plan Web
Catalyst Tax Insights focuses on tax projections and scenario comparisons, with calculators for several financial decisions. Its Pro edition supports advisor workflows but is not a full replacement for comprehensive financial planning software.
Visit Catalyst Tax InsightsThe facts
| BNA Income Tax Planner | Catalyst Tax Insights | |
|---|---|---|
| Free plan | Not published | Yes |
| Open source | Not published | Not published |
| Runs on | Web, Windows | Web |
| Lowest paid plan | Free or on request | Plus: $49 a year |
| Plans published | 1 | 4 |
| Maker | Not published | Not published |
| Website | pro.bloombergtax.com | taxcatalyst.us |
| On tax planning software | #13 of 28 | #1 of 28 |
BNA Income Tax Planner: what it does well
- Projects taxes up to twenty years
- Compares scenarios side by side
- Calculates federal, state, and nonresident income taxes
- Imports data from commonly used tax preparation software
- Includes client letters, graphs, and reports
What to know first
- No free plan is listed
- Pricing is available by request
- Phone support excludes federal holidays
Catalyst Tax Insights: what it does well
- Compares tax scenarios against a base projection.
- Includes calculators for retirement, property, and education topics.
- Insights can be saved for later review.
- Pro and Enterprise support sharing within an organization.
- Free and paid plans include email support.
What to know first
- Pro is a companion, not a replacement for comprehensive planning software.
- Pro costs $499 a year for three users.
- The 30-day trial is listed for Pro.
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