Side by side
BNA Income Tax Planner vs Covisum Income InSight
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 trial Web
Choose Income InSight if you advise clients near or in retirement and need integrated income, tax, Social Security, and scenario planning. Look elsewhere if your workflow depends on synchronized accounts, client collaboration, or standard subscriptions for multiple users.
Visit Covisum Income InSightThe facts
| BNA Income Tax Planner | Covisum Income InSight | |
|---|---|---|
| Free plan | Not published | A free trial |
| Open source | Not published | Not published |
| Runs on | Web, Windows | Web |
| Lowest paid plan | Free or on request | Income InSight monthly subscription: $119.99 a month |
| Plans published | 1 | 2 |
| Maker | Not published | Not published |
| Website | pro.bloombergtax.com | covisum.com |
| On tax planning software | #12 of 27 | #9 of 27 |
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
Covisum Income InSight: what it does well
- Combines retirement tax, income needs, and Social Security planning.
- Generates Roth conversion strategies with suggested dollar amounts.
- Tests strategies against market, health, inflation, and benefit scenarios.
- Creates annual cash flow analysis and printable PDF reports.
- Shows effects of SPIAs, deferred annuities, and other insurance products.
What to know first
- There is no free plan.
- Subscriptions are intended for one user; multiple users need an enterprise-level agreement.
- No account synchronization is listed.
- Client collaboration is not available.
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