Best PORTAX Alternatives in 2026
Updated
20 apps from tax planning software ranked against PORTAX on the same published basis.
- 1PORTAX vs Taxottic
- 2PORTAX vs Catalyst Tax Insights
- 3PORTAX vs Dhanlytics
- 4PORTAX vs Instead
- 5PORTAX vs CFS TaxTools
- 6PORTAX vs BNA Income Tax Planner
- 7PORTAX vs Optiml
- 8PORTAX vs Bloomberg Tax
- 9PORTAX vs Do-io
- 10PORTAX vs Hazel AI Tax Planning
- 11PORTAX vs Holistiplan
- 12PORTAX vs ONESOURCE Certificate Manager
- 13PORTAX vs TaxCalc
- 14PORTAX vs TaxPlanIQ
- 15PORTAX vs TaxStatus
- 16PORTAX vs Thomson Reuters Ready to Advise
- 17PORTAX vs CCH ProSystem fx Tax
- 18PORTAX vs LifeYield Tax-Smart Withdrawals
- 19PORTAX vs Corvee Tax Planner
- 20PORTAX vs Covisum Income InSight
PORTAX alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Taxottic | 7.9 | Free plan | $4.08/mo | Android, iOS, Web |
| 2 | Catalyst Tax Insights | 6.4 | Free plan | $4.08/mo | Web |
| 3 | Dhanlytics | 6.3 | Free plan | Free | Web |
| 4 | Instead | 6.3 | Free plan | Free | Web |
| 5 | CFS TaxTools | 5.9 | No | $19.92/mo | Windows |
| 6 | BNA Income Tax Planner | 5.8 | No | — | Web, Windows |
| 7 | Optiml | 5.8 | No | C$8.25/mo | Web |
| 8 | Bloomberg Tax | 5.6 | No | — | Web |
| 9 | Do-io | 5.6 | No | $4.92/mo | Browser, Web |
| 10 | Hazel AI Tax Planning | 5.6 | No | $160/mo | Web |
| 11 | Holistiplan | 5.6 | No | $62.42/mo | API, Web |
| 12 | ONESOURCE Certificate Manager | 5.6 | No | — | API, self-hosted, Web, Windows |
| 13 | TaxCalc | 5.6 | No | £3.50/mo | Linux, Mac, Windows |
| 14 | TaxPlanIQ | 5.6 | No | $397/mo | Web |
| 15 | TaxStatus | 5.6 | No | $75/mo | API, Web |
| 16 | Thomson Reuters Ready to Advise | 5.6 | No | — | — |
| 17 | CCH ProSystem fx Tax | 5.4 | No | — | Windows |
| 18 | LifeYield Tax-Smart Withdrawals | 5.3 | No | — | — |
| 19 | Corvee Tax Planner | 5.2 | No | — | Web |
| 20 | Covisum Income InSight | 5.2 | No | — | Web |
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Questions about PORTAX alternatives
What is the best alternative to PORTAX?
Taxottic, number 1 in tax planning software with a score of 7.9 out of 10. The others here: Catalyst Tax Insights, Dhanlytics, Instead and 16 more.
What is the best free alternative to PORTAX?
Taxottic is the best-ranked alternative with a free plan. 4 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.