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Show Clients a Tax-Efficient Retirement

Try Tax Clarity® for free for 10 days with no obligation. No credit card required.

Tax Clarity is now easier to use than ever! Covisum builds software specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. Tax Clarity is now deeply integrated with our retirement planning platform, Income InSight®. If you're using both tools, you can seamlessly navigate from multi-year Tax Maps in Income InSight into Tax Clarity for deeper Tax Map analysis of any given year. What else is new?

  • Save and compare as many alternates as you want
  • Cleaner interface
  • Easier data entry
  • Better user experience
  • And more!
5c0e50d5a90b66064c8999ed_7614_WEB_Covisum_landing-page-ICON-actionable-reports-TC Run your first report in less than 5 minutes
5c0e50d5a90b669ddc8999ee_7614_WEB_Covisum_landing-page-ICON-aligned-interests-TC Understand the software and outputs in less than an hour
5c0e50d9b4afefdeb39f7ce9_7614_WEB_Covisum_landing-page-ICON-support-TC Free access to expert support with your subscription
 
TCmap

Tax Clarity Now Allows Users to Create Multiple Scenarios!

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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MORE THAN 20,000 ADVISORS TRUST COVISUM SOFTWARE

Your Covisum Experience

  1. Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day. 
  2. Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems.   
  3. Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

Try, buy and grow!

  1. Try the software for free and see the value. 
  2. Subscribe and unlock branding capabilities and gain access to marketing materials.
  3. Tailor your tech stack and add a growth engine!

Guarantee: No contract required. 

Get a 10-day free trial

Tax Clarity can help you 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.

Show clients the impact of the:

  • Self-Employment Tax
  • Pass-Through Tax
  • Dependent Tax Credit
  • Saver's Credit

Here's what our customers say:

"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
"The only two software [programs] that I really like, and they work the way I want, are Social Security Timing® and Tax Clarity®."
Justin
Financial Planning Firm Founder & CEO
"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 powers some of the nation’s largest financial institutions.

OUR GUARANTEE

No contract. No commitment.

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Show clients how to make retirement decisions in the most tax-efficient way. 

Get a free trial now