---
description: Discover the benefits and disadvantages of Tax Clarity.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
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title: Tax Clarity Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [Tax Clarity](/software/203728/tax-clarity)

# Tax Clarity

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> Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
> 
> Verdict: Rated **4.4/5** by 63 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Tax Clarity?

Covisum creates world-class software that financial advisors need in order to provide better answers for clients. Combined with our marketing expertise, we specialize in advisor business growth.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.4/5** | 63 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Covisum
- **Founded**: 2016

## Commercial Context

- **Starting Price**: US$79.99
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: 10-day free access. No risk, cancel anytime. Yearly payment is available.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Performance Management
- Reporting/Analytics
- Risk Management

## Support Options

- 24/7 (Live rep)
- Chat

## Category

- [Financial Services Software](https://www.capterra.co.uk/directory/31123/financial-services/software)

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## Reviews

### "Awesome tool for planning" — 5.0/5

> **Lynn K.** | *13 July 2020* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: ease of use, simplicity of output, easy for clients to understand
> 
> **Cons**: changing over from the legacy version to the new versions, clients did not link.  We had to reenter the data
> 
> This has been a great addition to our process.  We use it for every client.

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### "Tax Clarity Review" — 5.0/5

> **JACK** | *10 July 2020* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The tax clarity software helps me determine my client's effective tax rate.  Both the overall rate and the marginal rate.  The marginal rate is useful as you help clients convert traditional IRAs into Roth IRAs.  Without a tool like tax clarity you would be fumbling around in the dark.

Client's CPAs are surprised that the financial advisor is accurately assisting the client understand their taxes.
> 
> **Cons**: I don't have any cons to speak of honestly.  There are several fields in which you can input the various types of income.  The fields align with the tax return, so that if you have the tax return it becomes plug and play.  If you don't have the tax return, you can still use the program to have a good general idea of the tax rate.
> 
> I've helped clients convert traditional IRAs to Roth IRAs at a zero tax rate.  I've guided clients on how much to take in distributions to avoid going into the next marginal tax bracket.

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### "Newer isn't better" — 2.0/5

> **Joseph** | *2 July 2020* | Financial Services | Recommendation rating: 2.0/10
> 
> **Pros**: It USED TO BE  powerful tool to allow us as advisors to make available to our clients powerful tax implications with ease
> 
> **Cons**: Now it's not as user friendly and harder to implement, especially when changing scenarios.
> 
> When you switched to your new format you screwed the ease of navigation and simplicity. Change it back\!

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### "Great Product for Financial Advisors" — 5.0/5

> **Hannah** | *7 July 2020* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: This product has been extremely helpful for tax planning with our prospective and existing clients. We also use it during tax planning events as a tool to show prospective clients how we can assist them. Its easy to use and implement\! Highly recommend\!
> 
> **Cons**: sometimes the tool can be clunky to use and visually it could use a facelift
> 
> My overall experience with Tax Clarity has been great. The customer service has also always been on point.

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### "A Real Time Saver" — 5.0/5

> **Gerry** | *10 July 2020* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The ease of use. We over tax preparation to our clients as an added service. Before using Tax Clarity,  we used our tax preparation software for tax planning purposes. Tax Clarity enables us to save time and present analyses in graphic formats. This presentation style enables concepts to be shared visually, which is the preferred learning style for most of our clients.
> 
> **Cons**: We have no real detriments in using the software. An enhancement may be integration with our tax prep software.
> 
> Our overall experience has been very positive.

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## Links

- [View on Capterra](https://www.capterra.co.uk/software/203728/tax-clarity)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/203728/Tax-Clarity/> |
| en-AE | <https://www.capterra.ae/software/203728/tax-clarity> |
| en-AU | <https://www.capterra.com.au/software/203728/tax-clarity> |
| en-CA | <https://www.capterra.ca/software/203728/tax-clarity> |
| en-GB | <https://www.capterra.co.uk/software/203728/tax-clarity> |
| en-IE | <https://www.capterra.ie/software/203728/tax-clarity> |
| en-IL | <https://www.capterra.co.il/software/203728/tax-clarity> |
| en-IN | <https://www.capterra.in/software/203728/tax-clarity> |
| en-NZ | <https://www.capterra.co.nz/software/203728/tax-clarity> |
| en-SG | <https://www.capterra.com.sg/software/203728/tax-clarity> |
| en-ZA | <https://www.capterra.co.za/software/203728/tax-clarity> |

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