Hazel AI Tax Planning
API—OSS—FREE—DOCS5/5
HA5.4#17 of 28
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Tax Planning Software ·Free trial· paid from $160/mo
About
Hazel AI Tax Planning is ranked #17 of 28 in tax planning software on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $160/mo.
Compared on tax planning software
Facts
- Purpose
- Hazel’s tax planning agent helps financial advisors create personalized tax plans for clients.hazel.ai · 30 Sept 2026
- Tax analysis
- Hazel analyzes clients’ financial documents alongside information about their situations and goals to build personalized tax plans.hazel.ai · 30 Sept 2026
- Recommendations
- The agent provides recommendations to optimize investments, maximize deductions, and plan for retirement.hazel.ai · 30 Sept 2026
- Edge cases
- Hazel says it is designed to cover scenarios including business exit planning, donor-advised fund strategy, and cross-border tax strategy.hazel.ai · 30 Sept 2026
- Client reports
- Hazel can draft a professional tax letter and interactive client report with advisor notes and talking points.hazel.ai · 30 Sept 2026
- Integrations
- Hazel can sync with email, calendars, CRMs, and custodians to collect and use client data.hazel.ai · 30 Sept 2026
- Data protection
- Hazel says AI model providers and subprocessors are contractually prohibited from using customer data for training or secondary purposes, and that data is deleted after processing.hazel.ai · 30 Sept 2026
- Security
- Hazel says it has achieved SOC 2 Type II and completed an independent penetration test in August 2026.hazel.ai · 30 Sept 2026
- Encryption and storage
- Hazel says data is encrypted in transit using TLS 1.2 or higher and at rest using AES256, and stored in the United States.hazel.ai · 30 Sept 2026
- Who it is for
- Hazel is presented as a tool for financial advisors and advisory firms.hazel.ai · 30 Sept 2026
- Support and security documents
- Hazel says qualified parties can contact it to request complete security and privacy policy documentation.hazel.ai · 30 Sept 2026
- Important limitation
- Hazel says its outputs are informational only, are not tax or investment advice, and are not guaranteed to be accurate or complete.hazel.ai · 30 Sept 2026
Company
- Headquarters
- Culver City, California, USAhazel.ai · 28 Sept 2026
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Where it ranks on Inferse
- Best Tax Planning Software in 2026#17 of 28
Sources
- hazel.ai/product/tax-planning· checked 30 Sept 2026
- hazel.ai/product/platform· checked 30 Sept 2026
- hazel.ai/security· checked 30 Sept 2026
- hazel.ai/pricing· checked 30 Sept 2026