Tax Clarity | Covisum

Essential Tax Planning Features for Retirement-Focused Advisors

Deliver clear insights and confident, tax-efficient retirement strategies clients understand.

Visual Tax Map

See your client’s tax landscape with clarity. Identify shifts in Effective Marginal Rates (EMR) through an intuitive, interactive visual so you can make smarter, faster decisions.

Smarter Roth Conversion Planning

Quickly identify the additional tax cost of conversions and optimize timing by planning Roth conversions to the beginning of the next EMR band.

Deductions and Credits

Easily illustrate the real impact of deductions, credits, and phase-outs, updated for OBBBA.

IRMAA Insights

Proactively identify hidden Medicare Part B and D surcharges (IRMAA) not visible on tax returns. Help clients avoid surprise costs and build long-term trust.

Seminar-Ready Content

A field-tested slide deck is included to support your marketing and prospecting efforts.

Side-by-Side Comparison

Compare tax strategies without duplicating cases. Evaluate withdrawal options and year-specific outcomes in real time.

Communicate with Client-Friendly Reports

Show what matters most. Generate concise reports focused on the client’s key decisions. No jargon, just clarity.

Expert Support

Our expert team is here when you need us, offering both technical guidance and strategic planning insights to help you get the most from Tax Clarity.

Show Clients a Tax-Efficient Retirement

Join thousands of financial advisors who are simplifying tax planning and prospecting more effectively.

Start with a free 10-day trial and explore the newly upgraded platform risk-free.

Tax Clarity®

$79.99 per month/per advisor

Grow your practice with confidence.

Frequently Asked Questions

Is Tax Clarity easy to use?

Yes. From guided onboarding to live training and ongoing expert support, we work alongside advisors to ensure Tax Clarity delivers value quickly and consistently.

What if I need help understanding a tax concept?

Support goes beyond the software. When questions arise, our team is available to help you understand the tax implications behind the numbers so you can make informed recommendations. Contact us by phone 877-844-2713, email help@covisum.com or in-app chat!

Is a live demo or a trial version of Tax Clarity available?

Yes, both are available. You can schedule a live demo with our Customer Success team to see how Tax Clarity works in real advisor scenarios and get your questions answered in real time. Or, start a free 10-day trial to explore the newly upgraded platform on your own, with full access to features and advisor support.

What’s the difference between the free trial and the paid subscription?

The 10-day free trial gives you full access to Tax Clarity® so you can explore all features, input client data, generate reports, and test strategies risk-free.

The paid subscription provides ongoing access to the platform, including unlimited client cases, regular updates, continued expert support, and access to additional resources like our field-tested PowerPoint presentation and script to help you attract new business. Subscribing ensures you have the tools and support to consistently deliver optimized tax efficient strategies to your clients.

Can I provide feedback on the new version?

Absolutely. We’re actively collecting advisor feedback to ensure the platform evolves to meet your needs. We periodically survey our users and welcome calls to our live support team.

Can I collaborate with others on my team in the platform?

Your Tax Clarity subscription is intended for the sole use of one user, as outlined in our End User License Agreement (EULA). If you plan on utilizing our tools for multiple users, please reach out to sales@covisum.com for pricing.

Is there an enterprise version of Tax Clarity?

Yes. Covisum powers tax and retirement planning solutions for some of the largest financial institutions in the United States. Tax Clarity is available as part of our enterprise offerings, with flexible configurations designed for firms at scale.

To learn more and schedule a conversation, visit our Enterprise Solutions page.

How secure is my client’s data?

Covisum® uses industry-standard encryption and secure servers to keep your clients’ data safe and confidential.

For due diligence, you can access our Data Security Statement, which answers common questions and includes documentation for your files.

Click here to access our data security statement.

"The software is quick and easy to use. It provides an advisor with a quick way to give a client a ballpark look at their effective and marginal tax rates. It's also helpful with Roth Conversions and MAGI numbers for knowing when a client can make Roth IRA contributions."

Cris W.

"I use this to determine what the tax effects of doing Roth Conversions will be for the client. I am amazed at how accurate this is when compared to the clients' tax returns."

Raymond S.

"Covisum’s tools have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients. "

David C.

"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."

John S.

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Smarter Tax Planning for Financial Advisors

Deliver precise, personalized tax strategies with confidence