CFS TaxTools vs Optiml

CFS TaxTools

7.6 #2 in Tax Planning Software

About CFS TaxTools

Optiml

6.1 #13 in Tax Planning Software

About Optiml
CFS TaxToolsOptiml
Free planNoNo
Free trialYesYes
Paid from$19.92/moC$8.25/mo
Open sourceNoNo
PlatformsWindowsWeb
Free planNoYes
Scenario modelingYesYes
Multi-year projectionYesYes
Capital gains modelingYesYes
Retirement income modelingYesYes
Data importYesYes
Client collaboration—Yes

Both are listed in Best Tax Planning Software. On Samsung Mobile US Press, CFS TaxTools scores higher on our published basis.