Highlight the Retirement Tax Landscape

Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates.

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Tax Clarity Key Features

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Create Multiple Scenarios
Look at the tax landscape for any given year without creating a new case. Compare different withdrawal strategies on-screen and save and communicate the results with your clients.
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Marketing Materials
Fully-loaded marketing kit including a field-tested, client-facing presentation, brochure, and direct mailer example.
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Self-Employment Tax Feature
Calculate the impact of paying both the employee and the employer's share of Social Security and Medicare taxes for self-employed clients.
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Pass-Through Tax Feature
Demonstrate the impact of the deduction for pass-through income and the phase-out of the deduction under the 2017 Tax Cuts and Jobs Act.
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Saver’s Credit Feature
The Saver's Credit has become more important following the passage of the SECURE Act. Demonstrate the impact the Saver's Credit can have on a client’s retirement plan
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Deep Integration with Income InSight
Seamlessly navigate from multi-year Tax Maps in Income InSight into Tax Clarity for deeper Tax Map analysis of any given year.
Access to Support
Access to Expert Support
Unlimited free access to our live expert support team who can help you with software or subject matter questions.

Watch a Demonstration 

Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with your clients.

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Your Covisum Experience

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Try Tax Clarity for free for 10 days with no obligation. No credit card required. Your 10-day free trial is designed to get you up and running with Tax Clarity.

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