Home / Jobs / Tax planning

AI tax planning software for advisors (2026)

6 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.

Verified 2026-11-04

Side-by-side comparison

ToolPublic pricingIntegrationsSecurity / compliance claimsVisit
Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free.
↗ incomelaboratory.com/pricing
Verified 2026-11-04
Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Orion, Black Diamond
↗ incomelaboratory.com/pricing
SOC 2 Type II
↗ incomelaboratory.com/pricing
Visit
Annual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH).
↗ holistiplan.com/pricing
Verified 2026-11-04
Redtail, Wealthbox, Nitrogen, Asset-Map
↗ holistiplan.com/platform/integrations
SOC 2 Type II; MFA
↗ holistiplan.com/pricing
Visit
All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits).
↗ fpalpha.com/pricing
Verified 2026-11-04
Redtail, Wealthbox, Salesforce, eMoney
↗ fpalpha.com/pricing
None foundVisit
Hazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo.
↗ hazel.ai/pricing
Verified 2026-11-04
UnverifiedNone foundVisit
Not published ('Inquire for Pricing').
↗ wealth.com/pricing
Verified 2026-10-26
Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab
↗ wealth.com
SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit
↗ wealth.com/pricing
Visit
No public pricing found on the vendor pages we checked (demo/quote).
↗ vise.com
Verified 2026-10-26
Schwab, Fidelity, Pershing, Goldman Sachs Custody Solutions, Raymond James, Altruist
↗ vise.com
None foundVisit

Every tool in this job

Retirement-income planning with guardrails, an AI Plan Builder, Social Security optimizer and tax tools.

PricingCore $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free.

Verified 2026-11-04

IntegrationsRedtail, Wealthbox, Salesforce, Schwab +3

Reads client tax returns to build tax-planning reports, plus estate and insurance planning.

PricingAnnual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH).

Verified 2026-11-04

IntegrationsRedtail, Wealthbox, Nitrogen, Asset-Map

AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities.

PricingAll-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits).

Verified 2026-11-04

IntegrationsRedtail, Wealthbox, Salesforce, eMoney

AI platform from Altruist with agents for financial planning, tax planning (reads tax returns), admin and client work.

PricingHazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo.

Verified 2026-11-04

IntegrationsNot verified

AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.

PricingNo public pricing found on the vendor pages we checked (demo/quote).

Verified 2026-10-26

IntegrationsSchwab, Fidelity, Pershing, Goldman Sachs Custody Solutions +2

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