--- description: Learn how Tax Clarity can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Tax Clarity Reviews, Pricing & Ratings | GetApp NZ 2026 --- Breadcrumb: [Home](/) > [Financial Services Software](/directory/1075/financial-services/software) > [Tax Clarity](/software/2059794/tax-clarity) # Tax Clarity Canonical: https://www.getapp.co.nz/software/2059794/tax-clarity Page: 1 / 4\ Next: [Next page](https://www.getapp.co.nz/software/2059794/tax-clarity?page=2) > The tax implications of a client’s retirement strategy can be complex and confusing. But with Tax Clarity, advisors can help their clients make more informed decisions about their financial future. > > Verdict: Rated **4.4/5** by 63 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 63 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Covisum - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$79.99 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: 10-day free access. No risk, cancel anytime. Yearly payment is available. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Customer Engagement - Performance Management - Reporting/Analytics - Risk Management ## Support Options - 24/7 (Live rep) - Chat ## Category - [Financial Services Software](https://www.getapp.co.nz/directory/1075/financial-services/software) ## Alternatives 1. [PayPal](https://www.getapp.co.nz/software/91263/paypal) — 4.6/5 (26301 reviews) 2. [Google Pay](https://www.getapp.co.nz/software/2065960/google-pay) — 4.6/5 (908 reviews) 3. [AppNomu SalesQ](https://www.getapp.co.nz/software/2061963/appnomu) — 4.6/5 (95 reviews) 4. [MetaTrader 5](https://www.getapp.co.nz/software/2050192/metatrader-5) — 4.4/5 (48 reviews) 5. [D\&B Finance Analytics](https://www.getapp.co.nz/software/133571/d-b-finance-analytics) — 4.5/5 (137 reviews) ## Reviews ### "Know Where You Stand" — 5.0/5 > **Richard** | *10 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: This software has allowed me a quick, accurate, and understandable illustration of my client's tax liability that is easily sharable. Being able to run "What If" scenarios is key to retirement income planning. When it comes to your Social Security, no one what's to give a large portion of that back to Uncle Sam. > > **Cons**: I haven't found anything negative about the software. ----- ### "It sells me to every client I meet. It is the one thing no one else is doing and makes sense." — 5.0/5 > **Michelle** | *14 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Integration was easy. It helps break down the tax confusion and massively helps understand how a Roth conversion or distribution makes sense. > > **Cons**: Nothing it is a great complement to other software. > > Support staff is awesome\! They actually answer the phone. ----- ### "A very expensive tax estimator" — 2.0/5 > **Jeremy** | *7 July 2020* | Financial Services | Recommendation rating: 1.0/10 > > **Pros**: useful calculations. inputting the data is fairly intuitive. > > **Cons**: cost. clunky. output print is not great. trying to reuse client data in future years doesn't work. try to find resources to help on website is incredibly difficult. > > paid for years but rarely use. for what it is, seems like it should be a free app. ----- ### "Tax Clarity makes me better at what I do\!" — 4.0/5 > **Roy** | *7 July 2020* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: The only reason I wouldn't give it 5 stars is the output which often illustrates various spikes in tax rates. The software does not identify what combinations of income produced the spike and you are left to your own devices figure out why as well as try an explain it to the client. Very time consuming and often it goes unanswered. > > Overall, I consider it a very valuable tool in our tech stack. The client facing materials make it very easy to show the client why we are suggesting potential strategies and they are on board quickly as a result. ----- ### "Great Product for financial planning" — 5.0/5 > **Jacob** | *7 July 2020* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: This helps my determine how to help my client reduce their tax bill both now and in the future saving them thousands and helping me justify my fees. > > **Cons**: This program is great at showing the tax problems, but does not show solutions to the tax problems. > > I highly recommended it to Financial Planners that want to give more than investment advice. ----- Page: 1 / 4\ Next: [Next page](https://www.getapp.co.nz/software/2059794/tax-clarity?page=2) ## Links - [View on GetApp](https://www.getapp.co.nz/software/2059794/tax-clarity) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data