Best Tax Planning Software in 2026
Updated
In short: Taxottic is ranked #1 of 28 as of 4 October 2026, ahead of Catalyst Tax Insights and Dhanlytics. The best-ranked option with a free plan is Catalyst Tax Insights. The lowest first paid tier on this page is TaxCalc at £3.50/mo.
Tax planning software supports modeling potential tax outcomes and considering how assumptions may affect projections. Compare multi-year projection and scenario modeling with capital gains and retirement income modeling to focus on the situations you need to examine. Data import and client collaboration are additional points to weigh, alongside free-plan availability and paid-from pricing. BNA Income Tax Planner, Dhanlytics, and Holistiplan are among the first entries, followed by CFS TaxTools and Catalyst Tax Insights. Use the ranking as an order for exploring the options, and compare the listed modeling and collaboration capabilities with the planning work you need to support.
28 tax planning software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Taxottic iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$4.08/mo
- 2 Catalyst Tax Insights No phone app RecognisedPhone appDocumentedFree plan 6.4$4.08/mo Scenario modeling: YesCapital gains modeling: Yes
- 3 Dhanlytics No phone app RecognisedPhone appDocumentedFree plan 6.3Free Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 4 Instead No phone app RecognisedPhone appDocumentedFree plan 6.3Free
- 5 Optiml No phone app RecognisedPhone appDocumentedFree plan 5.9C$8.25/mo Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 6 BNA Income Tax Planner No phone app RecognisedPhone appDocumentedFree plan 5.8 Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 7 Bloomberg Tax No phone app RecognisedPhone appDocumentedFree plan 5.6
- 8 Hazel AI Tax Planning No phone app RecognisedPhone appDocumentedFree plan 5.6$160/mo Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 9 Holistiplan No phone app RecognisedPhone appDocumentedFree plan 5.6$62.42/mo Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 10 ONESOURCE Certificate Manager No phone app RecognisedPhone appDocumentedFree plan 5.6 Scenario modeling: Yes
- 11 TaxCalc No phone app RecognisedPhone appDocumentedFree plan 5.6£3.50/mo
- 12 TaxPlanIQ No phone app RecognisedPhone appDocumentedFree plan 5.6$397/mo Scenario modeling: YesMulti-year projection: Yes
- 13 TaxStatus No phone app RecognisedPhone appDocumentedFree plan 5.6$75/mo Scenario modeling: YesCapital gains modeling: Yes
- 14 CCH ProSystem fx Tax No phone app RecognisedPhone appDocumentedFree plan 5.4 Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 15 Corvee Tax Planner No phone app RecognisedPhone appDocumentedFree plan 5.3 Capital gains modeling: Yes
- 16 LifeYield Tax-Smart Withdrawals No phone app RecognisedPhone appDocumentedFree plan 5.3 Scenario modeling: YesCapital gains modeling: Yes
- 17 CFS TaxTools No phone app RecognisedPhone appDocumentedFree plan 5.2 Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 18 Covisum Income InSight No phone app RecognisedPhone appDocumentedFree plan 5.2 Scenario modeling: Yes
- 19 Practice CS No phone app RecognisedPhone appDocumentedFree plan 5.2 Scenario modeling: YesMulti-year projection: Yes
- 20 Tax Planner Pro No phone app RecognisedPhone appDocumentedFree plan 5.2 Scenario modeling: YesMulti-year projection: Yes
- 21 TaxMoov No phone app RecognisedPhone appDocumentedFree plan 5.2 Scenario modeling: YesCapital gains modeling: Yes
- 22 FP Alpha No phone app RecognisedPhone appDocumentedFree plan 5.1 Scenario modeling: YesMulti-year projection: Yes
- 23 Tallyfor TaxCalc No phone app RecognisedPhone appDocumentedFree plan 5.1 Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
- 24 Thomson Reuters Ready to Advise No phone app RecognisedPhone appDocumentedFree plan 5.1 Scenario modeling: Yes
- 25 PORTAX No phone app RecognisedPhone appDocumentedFree plan 5.0 Scenario modeling: YesMulti-year projection: YesCapital gains modeling: Yes
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which tax planning software is ranked first on Samsung Mobile US Press?
Taxottic is ranked #1 of 28 with a score of 7.9. Catalyst Tax Insights is second and Dhanlytics third.
How many of these have a free plan?
4 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, TaxCalc has the lowest first paid tier we found: £3.50/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.