Best Tax Planning Software in 2026
Updated
In short: Holistiplan is ranked #1 of 28 as of 4 October 2026, ahead of ONESOURCE Certificate Manager and TaxStatus. The best-ranked option with a free plan is Taxottic. The lowest first paid tier on this page is TaxCalc at £3.50/mo.
Tax planning software helps you explore how financial decisions may affect tax outcomes across years. Compared on multi-year projection and scenario modeling, the entries offer ways to assess different assumptions; capital gains and retirement income modeling indicate which planning situations are covered. Data import and client collaboration can also shape how a tool fits the way you work with information and clients. Check free-plan availability and paid-from pricing as part of the cost comparison. Holistiplan, ONESOURCE Certificate Manager, and TaxStatus are among the named options to examine. Weigh the listed capabilities against the projections, inputs, and collaboration your planning work calls for.
28 tax planning software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Tax Planning Software, one module each. A lit port is something its maker publishes; 3 of the 25 on this page have a public API.
- 01 Holistiplan API yesOSS not on recordFREE not on recordDOCS 6.8$62.42/mo
- 02 ONESOURCE Certificate Manager API yesOSS not on recordFREE not on recordDOCS 6.8
- 03 TaxStatus API yesOSS not on recordFREE not on recordDOCS 6.8$75/mo
- 04 Taxottic API not on recordOSS not on recordFREE yesDOCS 6.0$4.08/mo
- 05 Catalyst Tax Insights API not on recordOSS not on recordFREE yesDOCS 5.9$4.08/mo
- 06 Dhanlytics API not on recordOSS not on recordFREE yesDOCS 5.9Free
- 07 Instead API not on recordOSS not on recordFREE yesDOCS 5.9Free
- 08 CFS TaxTools API not on recordOSS not on recordFREE not on recordDOCS 5.6$19.92/mo
- 09 Optiml API not on recordOSS not on recordFREE not on recordDOCS 5.6C$8.25/mo
- 10 BNA Income Tax Planner API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 11 Bloomberg Tax API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 12 Hazel AI Tax Planning API not on recordOSS not on recordFREE not on recordDOCS 5.4$160/mo
- 13 TaxCalc API not on recordOSS not on recordFREE not on recordDOCS 5.4£3.50/mo
- 14 TaxPlanIQ API not on recordOSS not on recordFREE not on recordDOCS 5.4$397/mo
- 15 CCH ProSystem fx Tax API not on recordOSS not on recordFREE not on recordDOCS 5.2
- 16 Corvee Tax Planner API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 17 LifeYield Tax-Smart Withdrawals API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 18 Covisum Income InSight API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 19 FP Alpha API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 20 Practice CS API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 21 Tallyfor TaxCalc API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 22 Tax Planner Pro API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 23 TaxMoov API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 24 PORTAX API not on recordOSS not on recordFREE not on recordDOCS 4.9
- 25 Thomson Reuters Ready to Advise API not on recordOSS not on recordFREE not on recordDOCS 4.9
Is your platform 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 Inferse?
Holistiplan is ranked #1 of 28 with a score of 6.8. ONESOURCE Certificate Manager is second and TaxStatus 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 on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it. Paid placements never change a rank.