Tax Planning Software - Your Thoughts?
Solo practicing CPA here. Mostly focus on income tax prep. 80/20 split individual/PTE.
I get asked about planning way too much and do way too little of it. I haven't looked into planning software for about 2 years at this point.
The last demo I did was with Corvee, and they quoted me at $10,000 for federal-only and $15,000 for federal+state.
What is everyone else using? Benefits/shortcomings? cost?
TIA!
Posted Aug 8, 2025, 9:07 PM UTC
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