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Covisum's AAA Experience

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We'll walk you through your case and answer your questions.
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Over 100,000 client reports are generated annually.
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With a 98% retention rate, you can trust our clients interests are at the heart of our business.

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Financial advisors can no longer ignore that the interactions of various tax provisions can increase a client’s overall tax liability and, as a result, diminish the sustainability of their retirement income. To talk taxes with clients, you don’t have to know all of the complicated interactions between different tax provisions and different types of income.

  • Tax Clarity software calculates a client’s effective marginal rate, identifying dangerous points where just one additional dollar of income can push clients into much higher effective marginal rates.
  • With its easy-to-understand Tax Map graphic illustration, Tax Clarity engages prospects and clients so that they understand the value of working with a financial advisor to carefully plan their retirement income, manage withdrawals and minimize income taxes.

More than 20,000 advisors trust Covisum software

Our tools focus on action. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions.
Subscribers say:

"Tax Clarity greatly simplified my Life! I would literally use 3-5 software programs to do the job of Tax Clarity. Tax Clarity took away the problem of having to run iterations over and over and over."

"Covisum has developed state-of-the-art software, including Tax Clarity, to better assist your client's retirement needs. They bring a very high level of value to my firm."


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Ready for full access? Tax Clarity is only $49.99 per month or $500 for an annual subscription (you get two months free with a one year commitment). Paid subscribers have access to an advisor-tested and approved public-facing presentation. You must have login credentials in order to purchase Tax Clarity. If you've never taken a trial, please sign up for the free trial before trying to buy. You can complete the purchase information inside the software. Login and buy.