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Hazel AI Tax Planning

No phone app

6.8No. 6 of 23
in Tax Planning Software
  • Recognised40% of the score74
  • Phone app26% of the score0
  • Documented20% of the score94
  • Free plan14% of the score0
Free plan
Trial only
Paid plans from
$160/mo
Runs on
Web
Visit site Alternatives

Summary

Hazel AI Tax Planning is ranked #6 of 23 in tax planning software on Samsung Mobile US Press. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $160/mo.

Hazel AI Tax Planning plans and pricing

All plans
Tax Planning Agent $160/mo month/seat Everything in the Hazel Platform · Draft client-ready tax planning reports · Multi-year tax strategy modeling · Surface hidden tax opportunities · Roth conversions and capital gains management · Answer clients’ tax questions live hazel.ai · 30 Sept 2026
Full Hazel Suite Enterprise Plans Not published Contact sales For larger firms needing a high volume of seats · Access every agent · Dedicated onboarding · Discounted pricing available hazel.ai · 30 Sept 2026

Compared on tax planning software

Free plan
Nohazel.ai
Scenario modeling
Yeshazel.ai
Multi-year projection
Yeshazel.ai
Capital gains modeling
Yeshazel.ai
Retirement income modeling
Yeshazel.ai
Data import
Yeshazel.ai
Client collaboration
Yeshazel.ai

Facts

Purpose
Hazel’s tax planning agent helps financial advisors create personalized tax plans for clients.hazel.ai · 30 Sept 2026
Tax analysis
Hazel analyzes clients’ financial documents alongside information about their situations and goals to build personalized tax plans.hazel.ai · 30 Sept 2026
Recommendations
The agent provides recommendations to optimize investments, maximize deductions, and plan for retirement.hazel.ai · 30 Sept 2026
Edge cases
Hazel says it is designed to cover scenarios including business exit planning, donor-advised fund strategy, and cross-border tax strategy.hazel.ai · 30 Sept 2026
Client reports
Hazel can draft a professional tax letter and interactive client report with advisor notes and talking points.hazel.ai · 30 Sept 2026
Integrations
Hazel can sync with email, calendars, CRMs, and custodians to collect and use client data.hazel.ai · 30 Sept 2026
Data protection
Hazel says AI model providers and subprocessors are contractually prohibited from using customer data for training or secondary purposes, and that data is deleted after processing.hazel.ai · 30 Sept 2026
Security
Hazel says it has achieved SOC 2 Type II and completed an independent penetration test in August 2026.hazel.ai · 30 Sept 2026
Encryption and storage
Hazel says data is encrypted in transit using TLS 1.2 or higher and at rest using AES256, and stored in the United States.hazel.ai · 30 Sept 2026
Who it is for
Hazel is presented as a tool for financial advisors and advisory firms.hazel.ai · 30 Sept 2026
Support and security documents
Hazel says qualified parties can contact it to request complete security and privacy policy documentation.hazel.ai · 30 Sept 2026
Important limitation
Hazel says its outputs are informational only, are not tax or investment advice, and are not guaranteed to be accurate or complete.hazel.ai · 30 Sept 2026

Company

Headquarters
Culver City, California, USAhazel.ai · 28 Sept 2026

Best Hazel AI Tax Planning alternatives

See all 20
BNA Income Tax Planner No. 1 7.6 No phone appCFS TaxTools No. 2 7.6 No phone app$19.92/moDhanlytics No. 3 7.5 No phone appFreeCatalyst Tax Insights No. 4 7.4 No phone app$4.08/moHolistiplan No. 5 7.3 No phone app$62.42/moTallyfor TaxCalc No. 7 6.7 No phone app

Where it ranks on Samsung Mobile US Press

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Sources