Tax Planning

april

Est. 2021·🇫🇷LYONLYON, France·~50

$30M+ Raised

April is a mobile-first tax technology platform designed to integrate tax preparation and filing services into financial planning, making the process seamless and accessible.

Bloomberg Tax

Est. 1990·🇺🇸BostonBoston, United States·Public (BLOOM)·10000+

Public (Bloomberg)

Bloomberg Tax provides integrated, AI-powered solutions designed for tax professionals, enabling them to manage tax law changes efficiently and improve their expertise.

Holistiplan

Est. 2019·~80

Lead Edge Capital invested in Holistiplan in September 2023

Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster. It offers breakthrough tax planning services for financial professionals, helping them synthesize financial documents to optimize tax strategies.

Income Lab

Est. 2019·🇺🇸PortlandPortland, United States·~40

$8.8M Raised

Income Lab is a comprehensive retirement distribution planning tool designed for financial advisors, providing specific dollar amounts for retirement income, tax planning, and withdrawals. It allows advisors to answer client questions proactively and manage portfolios dynamically as market conditions change.

FP Alpha

Est. 2020·🇺🇸New YorkNew York, United States·Private·~55

Private

FP Alpha’s AI-driven technology summarizes clients’ tax, legal, and insurance documents, identifying actionable insights in minutes instead of hours. It integrates with existing financial planning processes to enhance advisors' capabilities.

BNA Income Tax Planner

Est. 2018·🇺🇸ArlingtonArlington, United States

Bloomberg Tax offers integrated, AI-powered solutions including research, provision, workpapers, and fixed assets to help tax professionals manage tax law changes and strategy.

CCH ProSystem

Est. 1836·🇳🇱Alphen aan den RijnAlphen aan den Rijn, Netherlands

CCH ProSystem fx Tax is a professional tax preparation software suite developed by Wolters Kluwer. It's designed for accounting firms and tax professionals.

CFS Tax Tools

Est. 1989·🇺🇸Simi ValleySimi Valley, United States

CFS Tax Software, Inc. provides specialized software solutions for tax professionals, focusing on tools that simplify tax preparation and payroll processes.

Covisum Tax Clarity

Est. 2012·🇺🇸OmahaOmaha, United States

Covisum empowers financial planners with cutting-edge software to create effective retirement strategies while providing exceptional support. Their solutions help clients visualize financial decisions related to retirement, taxes, and Social Security.

Intuit ProConnect/ProSeries

Est. 1983

Intuit Accountant Suite combines accounting and tax software, providing a unified platform for managing tax workflows. It includes tools like ProConnect Tax for flexible, cloud-based solutions tailored for accounting professionals.

Drake Tax Planner

🇺🇸FranklinFranklin, United States

Drake Software offers award-winning professional tax preparation software, designed to streamline workflows for tax professionals. It includes add-ons for workflow management, payment processing, e-signatures, and secure client portals.

A loom is a device used to weave cloth and tapestry.