---
title: Tax Clarity Reviews
meta_title: 'Tax Clarity Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 11 reviews by the users' company size, role or industry to
  find out how Tax Clarity works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 11
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Tax Clarity Reviews
**Vendor:** Covisum  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 11
## About Tax Clarity
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. 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.




## Tax Clarity Reviews
  ### 1. Adding Value

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jody D. | CEO/ Financial Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2022

**What do you like best about Tax Clarity?**

Being able to talk about the benefits of a Roth conversion and then to use Tax Clarity to identify the proper dollar amount to convert is very powerful.

**What do you dislike about Tax Clarity?**

It does take a little time to imput all of the data.

**What problems is Tax Clarity solving and how is that benefiting you?**

It separates me from my competition by adding value with a Roth conversion.

**Official Response from Katie Godbout:**

> Hi Jody, 

Thanks for leaving a review of Tax Clarity. We're thrilled that the software is helping you demonstrate the benefits of Roth conversions and determine the appropriate amount to convert. We appreciate your feedback.

  ### 2. Great visual software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Robert T. | Senior Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about Tax Clarity?**

Easy to input data and very good visual illustrations that clients can understand. I really like the ability to compare scenarios.

**What do you dislike about Tax Clarity?**

I wish it had illustrated ROTH conversion features.

**What problems is Tax Clarity solving and how is that benefiting you?**

Tax mitigation. It really shows the difference tax-wise from 1 scenario to the next

**Official Response from Katie Godbout:**

> Hi Robert, 

Thank you for leaving a review of Tax Clarity. We're happy to hear that the software graphics have helped you communicate the value of a good financial decision. If you're interested, our Income InSight software can illustrate the impact of a Roth conversion. Learn more here https://www.covisum.com/solutions/income-insight/tour

Thanks for your feedback!


## Tax Clarity Discussions
  - [How can I show a current and recommended tax analysis in one report?](https://www.g2.com/discussions/33731-how-can-i-show-a-current-and-recommended-tax-analysis-in-one-report) - 1 comment, 1 upvote

- [View Tax Clarity pricing details and edition comparison](https://www.g2.com/products/tax-clarity/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+21%3A25%3A46+-0500&secure%5Bsession_id%5D=b9f1bdb2-2eea-4a48-a15f-f22ddc1c124c&secure%5Btoken%5D=05b9c50493ea1636178adeee1190257b9a986694cf0d8e3a7bae36c4c781dd58&format=llm_user)

## Tax Clarity Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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