Overview

Taxottic is available on Android, iOS and the web. Its free plan supports one company, while paid plans add monthly AI credits and, at selected tiers, more companies, institutions, imports or team invites. That range can serve both individuals and practices, but the limits differ enough that choosing solely by price risks outgrowing a plan.

Key features

Data import and client collaboration

Data import and client collaboration make Taxottic relevant to work that involves more than a single filer entering information alone. The concrete capacity limits matter: Solo includes five CSV imports per month, and Studio allows five team invites per company. Solo may suit users with occasional CSV needs, but repeated imports beyond that allowance call for another fit; Studio's invite cap may also constrain a larger team.

Monthly AI credits

Paid plans range from 30 AI credits per month on Filer to 15,000 on Practice. The increase gives users a way to align credit capacity with workload, but it comes with a steep price range: Filer is inexpensive and has a small quota, while the larger allowances require a materially higher monthly spend.

Pricing

Taxottic is freemium, with a 14-day trial and paid plans billed monthly except where Practice offers per-client or per-seat billing. The Free plan's one-company cap is the key restriction for anyone managing multiple businesses. Among the paid tiers, lower prices buy narrower allowances; compare company count, imports, institutions, team invites and AI credits against the actual workflow.

Plan	Price	Includes	Best fit
Free	$0.00 per free	1 company	A single-company user who wants a no-cost starting point.
Filer	$4.99 per month	30 AI credits per month	A user seeking the lowest paid entry point with a modest credit allowance.
Solo	$19.99 per month	1 institution, 5 CSV imports per month, 400 AI credits per month	A solo workflow that needs a defined institution, recurring but limited imports, and more credits than Filer.
Studio	$49.00 per month	3 companies, 5 team invites per company, 3 institutions, 1,500 AI credits per month	A small team handling several companies within the invite and credit caps.
Scale	$129.00 per month	10 companies, 5,000 AI credits per month	A larger multi-company operation that needs more company capacity and credits than Studio.
Practice	$299.00 per month	Unlimited companies, 15,000 AI credits per month; per-client or per-seat billing available	A practice that needs the highest stated company and credit limits.

Filer costs less than Solo but gives up the stated institution and CSV-import allowances as well as 370 monthly AI credits. Studio adds multi-company capacity and team invites, while Scale raises company and credit limits but does not state institution or invite allowances. Practice is the only tier with unlimited companies and offers alternative per-client or per-seat billing.

Platforms

Taxottic runs on Android, iOS and the web, giving users mobile and browser access. Readers who need Windows software rather than a mobile or web service should consider a desktop alternative.

Who it's for

Taxottic suits individual users starting with one company, as well as small teams and practices that need data import, client collaboration and increasing company capacity. Solo is the more substantial individual tier when five monthly CSV imports and 400 AI credits are enough. Studio is aimed at a team working across up to three companies, while Scale and Practice are more appropriate when the company count or credit workload exceeds Studio's limits.

It is less compelling for someone whose work needs more than five monthly CSV imports on Solo, more than five team invites per company on Studio, or a larger credit allowance without moving to a higher monthly price. The free plan is also unsuitable for a multi-company workflow.

Pros and cons

Pros: Free access covers one company, providing a no-cost option for a single-company user.
Pros: The tier range scales to 10 companies on Scale and unlimited companies on Practice, with corresponding increases in monthly AI credits.
Pros: Android, iOS and web support makes the service accessible across mobile and browser environments.
Cons: Filer includes only 30 monthly AI credits, so its low price may not suit sustained credit-heavy work.
Cons: Solo caps CSV imports at five per month, limiting high-volume import workflows at that tier.
Cons: Studio limits team invites to five per company, which may be restrictive for larger groups.
Cons: The stated monthly prices rise to $129.00 and $299.00 for Scale and Practice, making higher company and credit capacity a significant commitment.

Alternatives

Tax Planning Software is a useful place to compare options across the category.

Catalyst Tax Insights is a better fit for personal tax insights and scenario comparisons: its free Personal plan covers those uses, while Plus costs $49.00 per year. It is web-only.

Dhanlytics is worth considering for a web-based planning tool with a free tier and all features available.

Instead is a stronger candidate when unlimited users, unlimited entities, unlimited e-file and print files, and collaborators and viewers are the priority on its free platform.

CFS TaxTools is for Windows users seeking a paid tool with 300+ tax utility worksheets, forms and a tax planner; its Pro plan is $19.92 USD per month, paid up front and typically for 12 months, with two free concurrent users.

BNA Income Tax Planner is an option for readers seeking a paid web and Windows product with custom pricing.

Optiml is another option for users focused on what-if scenarios: Essentials is $99.00 CAD per year and includes unlimited scenarios, one stored plan and email support.

Bloomberg Tax is worth considering for organizations seeking a paid web suite spanning tax provision, workpapers, fixed assets, research and planning, with custom pricing.

Do-io offers a one-week wage and withholding projection plan based on paystub data for $10.00 USD, without a subscription.

Verdict

Taxottic is a sensible choice for individuals or practices that need data import and client collaboration and can match their workload to its company and AI-credit tiers. Its free plan provides a straightforward single-company entry point, and higher plans extend capacity substantially. Look elsewhere if your workflow depends on broader import or team limits at a lower tier, or if its higher monthly prices outweigh the value of its stated capacity.

	PORTAX	Taxottic
Free plan	No	Yes
Free trial	Yes	No
Paid from	$74.92/mo	$4.08/mo
Open source	No	No
Platforms	Windows	Android, iOS, Web
Free plan	No	Yes
Scenario modeling	Yes	—
Multi-year projection	Yes	—
Capital gains modeling	Yes	—
Paid from	—	4.99 /mo
Data import	—	Yes
Client collaboration	—	Yes

PORTAX vs Taxottic

PORTAX

Taxottic