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Covisum's AAA Experience

Awesome Support
We'll walk you through your case and answer your questions.
Actionable Reports
Over 100,000 client reports are generated annually.
Aligned Interests
With a 98% retention rate, you can trust our clients interests are at the heart of our business.

New features

Show clients the impact of the:

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

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What's included when you buy?

Your 10-day free trial is designed to get you up and running in no time, while giving you access to our full set of features. Purchase a subscription to gain access to our proven marketing tools and templates.
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Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy.

With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. To talk taxes with clients, you don’t have to know all of the complicated interactions between different tax provisions and different types of income.

  • Tax Clarity software calculates a client’s effective marginal rate, identifying dangerous points where just one additional dollar of income can push clients into much higher effective marginal rates.

  • With its easy-to-understand Tax Map graphic illustration, Tax Clarity helps clients visualize the new tax landscape and make better decisions about which income streams to use at which points in retirement. 

  • Showcase your value as a financial advisor and carefully plan your clients' retirement income, manage withdrawals, and minimize income taxes while gaining insight into unseen opportunity to add dollars to a retirement plan.

  • Gain access to proven marketing tools, including a client-facing seminar, brochure, and direct mailer example.

  • Open doors for discussions with CPAs, attorneys, and enrolled agents with our CPA introduction letter.

  • Utilize our marketing calendar template to help keep you organized and growing.
Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.

More than 20,000 advisors trust Covisum software

Our tools focus on action. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions.
Subscribers say:

"Tax Clarity greatly simplified my life! I would literally use 3-5 software programs to do the job of Tax Clarity. Tax Clarity took away the problem of having to run iterations over and over and over."

"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."

"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."


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Ready for full access? Pricing for Tax Clarity is $79.99 per month. Paid subscribers have access to an advisor-tested and approved public-facing presentation. You must have login credentials in order to purchase Tax Clarity. If you've never taken a trial, please sign up for the free trial before trying to buy. You can complete the purchase information inside the software. Log in and buy.