CFS TaxTools vs TaxPlanIQ
| CFS TaxTools | TaxPlanIQ | |
|---|---|---|
| Free plan | No | No |
| Free trial | Yes | No |
| Paid from | $19.92/mo | $397/mo |
| Open source | No | No |
| Platforms | Windows | Web |
| Free plan | No | No |
| Scenario modeling | Yes | Yes |
| Multi-year projection | Yes | Yes |
| Capital gains modeling | Yes | — |
| Retirement income modeling | Yes | Yes |
| Data import | Yes | Yes |
| Paid from | — | 397 /mo |
| Client collaboration | — | Yes |
Both are listed in Best Tax Planning Software. On Samsung Mobile US Press, CFS TaxTools scores higher on our published basis.