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Alternatives · 2026

The best Tallyfor TaxCalc alternatives

The rest of Best Tax Planning Software, in this site's order: each with what it costs, where it runs and its record score.

1
CFS TaxTools

Tax preparers seeking multi-year or multi-scenario planning, client-form workflows, imports, and backup tools may find TaxTools relevant.

Windows $19.92 a month Record5.3 Visit
2
Optiml

Optiml suits people planning retirement in Canada who want to model withdrawals, government benefit timing, and financial scenarios.

Web C$99 a year Record5.3 Visit
3
TaxCalc

TaxCalc is aimed at UK accountancy practices, in-house finance teams, sole traders, and individuals.

WindowsMacLinux — Record5.3 Visit
4
Catalyst Tax Insights

Personal and Plus may suit individuals or families comparing the tax effects of major decisions.

Web $49 a year Record5.1 Visit
5
TaxMoov

TaxMoov is intended for people planning an international move, including remote workers, freelancers, founders, employees, investors, and property…

Web $29 one-time Record5.0 Visit
6
Instead

Instead is presented for tax professionals and organizations, including CPA firms, tax preparers and corporate tax teams, as well as family offices,…

Web Free plan Record4.7 Visit
7 WebAPI $49 a month Record4.6 Visit
8
Dhanlytics

Dhanlytics suits people in India who want to model long-term finances, compare scenarios and explore tax regimes.

Web Free plan Record4.5 Visit
9 WebBrowser extension $59 a year Record4.5 Visit
10
Holistiplan

Holistiplan suits financial advisors who need shared tax, insurance, and estate planning tools for client work.

WebAPI $749 a year Record4.5 Visit
11 Windows $899 a year Record4.5 Visit
12 Web $2,500 a year Record4.4 Visit
13
Taxottic

Taxottic may suit individuals or teams seeking tax software with data import and client collaboration.

AndroidiPhone & iPadWeb $49 a year Record4.3 Visit
14 Web $397 a month Record4.3 Visit
15 WebAPI $75 a month, billed yearly Record4.2 Visit
16 Web $160 a month Record4.1 Visit
17 Web C$299 one-time Record4.1 Visit
18
Bloomberg Tax

It is aimed at tax professionals and organizations such as corporate teams, accounting firms, government, and advisory firms.

WebWindowsAPI — Record3.9 Visit
19 WebAPI $1,995 a year Record3.9 Visit
20
BNA Income Tax Planner

It suits accountants, financial advisors, and other professionals who provide tax planning services to clients.

WebWindows — Record3.7 Visit
21
Corvee Tax Planner

Corvee suits accounting firms that plan taxes across clients’ multiple entities and prepare branded client plans.

Web — Record3.7 Visit
22
LifeYield Tax-Smart Withdrawals

It is intended for financial advisors and firms serving clients with multiple investment accounts.

API — Record3.5 Visit
24 Web — Record2.4 Visit