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Tax Clarity Key Features 

Free marketing kit: emails, videos, graphics & more
Quick Easy data entry Icon
Quick & easy data entry
Calculate Icon
Instantly calculates the effective marginal tax rate
distribution strategies Icon
Compare alternate tax distribution strategies
Multi-year Tax Map Icon
Unique Tax Map to identify tax opportunities
Printable PDF Report Icon
Printable PDF report
client-facing presentation Icon
Access to a client-facing presentation
Referral Template Icon
Access to CPA referral letter template
Expert support icon
Free access to support & customer success

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 you will want to have an enterprise-level EULA with us.

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.

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