All Tax Clarity Reviews
63 results
Sort by
Tax Clarity Reviews
Reviews Summary
Overall Rating
4.4Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.2
Customer Support
4.4
Value for money
4.4
Functionality
4.2
Pros
"For my business, it works well and provides me with the information needed to be able to help a client with Roth conversions, MAGI for Roth contributions, and a basic overview of their tax situation."
"Tax Clarity has certainly added another dimension to my practice. As I specialize in retirement, I can quickly and easily load tax information into their software and determine the impact of different sources of income as well as identify potential opportunities for Roth conversions."
"This software has allowed me a quick, accurate, and understandable illustration of my client's tax liability that is easily sharable. "
Cons
"It also doesn't let items like the $300.00 deduction be entered so the report is wrong for most people for 2021."
"The recent rules on businesses has complicated how to load a particular business and I am not sure if the software is handling it correctly or not or if I just don't know how to load the data. When I make several different scenarios it would be nice to select which one's to print."
"IT doesn't work for many of my (IE) Business owner clients."
Have you used Tax Clarity and would like to share your experience with others?
Wondering if Tax Clarity is right for your organization?
Our Financial Services Software selection experts can help you in 15 minutes or less.