Tax preparers seeking multi-year or multi-scenario planning, client-form workflows, imports, and backup tools may find TaxTools relevant.
Free plan Free trial From $19.92 a month Windows
- Home
- Finance & Accounting
- Tax Planning Software
Best Tax Planning Software 2026
Facts read 21 Sep 2026 – 15 Oct 2026
Tax planning means testing assumptions and considering how choices may affect outcomes over time. Compared on multi-year projection and scenario modeling, these tools can be assessed for the kinds of planning questions you need to explore. Capital gains and retirement income modeling add specific areas to compare; data import and client collaboration speak to inputs and working with clients. Free-plan availability and paid-from pricing offer cost context. Taxottic, Catalyst Tax Insights, and Dhanlytics are among the options, along with Instead and Optiml. Consider which projections and scenarios are central to your work, and weigh the listed modeling capabilities, collaboration features, and data-import support against the way you develop and discuss tax plans.
The standings: top 10
| Name | In a line | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|---|
| 01 CFS TaxTools | Tax preparers seeking multi-year or multi-scenario planning, client-form workflows, imports, and backup tools may find TaxTools relevant. | 5.2 | $19.92 a month | Free plan | Windows | 4 Oct 2026 |
| 02 Optiml | Optiml suits people planning retirement in Canada who want to model withdrawals, government benefit timing, and financial scenarios. | 5.2 | C$99 a year | Free plan | Web | 29 Sep 2026 |
| 03 TaxCalc | TaxCalc is aimed at UK accountancy practices, in-house finance teams, sole traders, and individuals. | 5.2 | — | Free trial | Windows, Mac, Linux | 3 Oct 2026 |
| 04 Catalyst Tax Insights | Personal and Plus may suit individuals or families comparing the tax effects of major decisions. | 5.0 | $49 a year | Free plan | Web | 3 Oct 2026 |
| 05 TaxMoov | TaxMoov is intended for people planning an international move, including remote workers, freelancers, founders, employees, investors, and property owners. | 5.0 | $29 one-time | Free plan | Web | 8 Oct 2026 |
| 06 Tallyfor TaxCalc | TaxCalc is presented for CPA firms that provide tax planning advice and need multi-state projections, scenario comparisons, and payment tracking. | 4.8 | $20 a year | Free trial | Web | 7 Oct 2026 |
| 07 Instead | Instead is presented for tax professionals and organizations, including CPA firms, tax preparers and corporate tax teams, as well as family offices, businesses and high… | 4.7 | Free plan | Free plan | Web | 15 Oct 2026 |
| 08 Tax Planner Pro | 4.6 | $49 a month | — | Web, API | 7 Oct 2026 | |
| 09 PORTAX | 4.5 | $899 a year | Free trial | Windows | 8 Oct 2026 | |
| 10 Dhanlytics | Dhanlytics suits people in India who want to model long-term finances, compare scenarios and explore tax regimes. | 4.4 | Free plan | Free plan | Web | 1 Oct 2026 |
02
Optiml
Optiml suits people planning retirement in Canada who want to model withdrawals, government benefit timing, and financial scenarios.
Web Record5.2 Visit
03
TaxCalc
TaxCalc is aimed at UK accountancy practices, in-house finance teams, sole traders, and individuals.
WindowsMacLinux Record5.2 Visit
04
Catalyst Tax Insights
Personal and Plus may suit individuals or families comparing the tax effects of major decisions.
Web Record5.0 Visit
05
TaxMoov
TaxMoov is intended for people planning an international move, including remote workers, freelancers, founders, employees, investors, and property owners.
Web Record5.0 Visit
6
Tallyfor TaxCalc
Web $20 a year Record4.8 Visit TaxCalc is presented for CPA firms that provide tax planning advice and need multi-state projections, scenario comparisons, and payment tracking.
7
Instead
Web Free plan Record4.7 Visit Instead is presented for tax professionals and organizations, including CPA firms, tax preparers and corporate tax teams, as well as family offices, businesses and high…
10
Dhanlytics
Web Free plan Record4.4 Visit Dhanlytics suits people in India who want to model long-term finances, compare scenarios and explore tax regimes.
12
Holistiplan
WebAPI $749 a year Record4.4 Visit Holistiplan suits financial advisors who need shared tax, insurance, and estate planning tools for client work.
14
Taxottic
AndroidiPhone & iPadWeb $49 a year Record4.2 Visit Taxottic may suit individuals or teams seeking tax software with data import and client collaboration.
19
Bloomberg Tax
WebWindowsAPI — Record3.9 Visit It is aimed at tax professionals and organizations such as corporate teams, accounting firms, government, and advisory firms.
21
BNA Income Tax Planner
WebWindows — Record3.6 Visit It suits accountants, financial advisors, and other professionals who provide tax planning services to clients.
22
Corvee Tax Planner
Web — Record3.6 Visit Corvee suits accounting firms that plan taxes across clients’ multiple entities and prepare branded client plans.
23
LifeYield Tax-Smart Withdrawals
API — Record3.5 Visit It is intended for financial advisors and firms serving clients with multiple investment accounts.
More in Finance & Accounting
Personal Finance Software 181Tax Software 149Personal Tax Software 123Tax Compliance Software 105Accounts Payable Software 97Scenario Planning Software 93Financial Planning & Analysis Software 91Invoicing software 83Money Transfer Apps 81Portfolio Management Software 81Bookkeeping Software 75Financial Forecasting Software 75Bank Connectivity Software 71Payment Processing Software 71Fund Accounting Software 70Payment Gateways 66Internal Controls Software 60Lease Accounting Software 56