Optiml vs PORTAX
| Optiml | PORTAX | |
|---|---|---|
| Free plan | No | No |
| Free trial | Yes | No |
| Paid from | C$8.25/mo | — |
| Open source | No | No |
| Platforms | Web | Windows |
| Free plan | Yes | No |
| Scenario modeling | Yes | Yes |
| Multi-year projection | Yes | Yes |
| Capital gains modeling | Yes | Yes |
| Retirement income modeling | Yes | — |
| Data import | Yes | — |
| Client collaboration | Yes | — |
Both are listed in Best Tax Planning Software. On Samsung Mobile US Press, Optiml scores higher on our published basis.