Side by side

Covisum Tax Clarity vs Tax Planner Pro

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.

Tax Planner Pro combines return extraction, projections, Roth analysis and advisor reports in one tool. Its monthly Full Access plan includes unlimited clients and projection columns, but ongoing OCR purchases may be needed.

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The facts

	Covisum Tax Clarity	Tax Planner Pro
Free plan	No	No
Open source	Not published	Not published
Runs on	Web	API, Web
Lowest paid plan	Not published	Tax Planner Pro Full Access: $49 a month
Plans published	None	4
Maker	Not published	Not published
Website	covisum.com	taxplannerpro.com
On tax planning software	#24 of 27	#20 of 27

Covisum Tax Clarity: what it does well

Tax Planner Pro: what it does well

Federal and all 50 state calculations
Unlimited projection columns and scenario cloning
Roth solver with 25-year projections
75 strategies across seven categories
Branded PDF and proposal reports

What to know first

No free plan or free trial
Advisor-only; no client portal
OCR credits beyond signup are paid
Client collaboration is not available

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