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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 Results Screen

View an in-depth product tour

Tax Clarity Key Features

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Marketing Materials
Access to professionally created marketing materials: strategy, emails, videos, presentation deck with script, and graphics
Access to Support
Access to Expert Support & Customer Success
Unlimited free access to our live expert support team who can help make the most of your subscription.
Multi-year Tax Map Icon
Unique Tax Map
Identify tax opportunities. Determine which account to draw from, and when, and find key opportunities for converting to a Roth.
Self Employment Icon
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.
Savers Credit Icon
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
Scenarios Icon
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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Side-by-Side Comparison
Compare alternate tax distribution strategies.
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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.
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CPA Referral Letter
Created by advisors, for advisors, use our CPA referral letter template to build better relationships.
Quick Easy data entry Icon
Quick & easy data entry
Printable PDF Report Icon
Printable PDF report
Download The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes With Clients

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.

Pricing FAQs

Can I take a trial of Tax Clarity? 

Yes! You can try Tax Clarity for free for 10 days with no obligation. No credit card required.

Do you have a demo video of Tax Clarity? 

Yes, we do. Learn how to use Tax Clarity in your financial planning practice by watching this recorded demonstration.

Do you have a guided product walkthrough? 

Yes! View our product tour to get a detailed walkthrough of some of Tax Clarity's key features.

Can someone demonstrate Tax Clarity for me? 

A member of our customer success team would be happy to demo Tax Clarity for you. Choose the time and date that works best for you. Click here to schedule a live demo. 

Can I subscribe monthly or annually? 

Choose the subscription that's right for you at $79.99/per month or $899/per year.

Can more than one advisor use one subscription to Tax Clarity? 

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 some of the largest financial institutions in the United States. Contact sales for more information about our enterprise solutions.

Can I see your data security statement? 

Our data security statement is designed to answer the most common questions Covisum is asked in a vendor due diligence review and to provide supporting documentation for your file. Click here to access our data security statement.

Your Covisum Experience

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Try

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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Buy

Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.

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Grow

Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

"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."
Tax Clarity subscriber
"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
Senior Financial Planner
“Very good tool to inspire and motivate prospects to take the next step towards becoming clients.”
Brent
CFP®, CRPS®, ChFC®, CLU®, AIF®
“Helps me present a transparent plan to clients.”
Gilberto
Financial Planner
“Tax Clarity has hit a home run for me.”
Ruth
CFP®

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