G2 Vendor Directory

Tax Clarity vs. Simple

A side-by-side comparison based on G2 review data.

MetricTax Clarity

by Covisum

Simple

by Simple Finance

Overall rating4.64.4
Review count1115
Ease of use9.19.2
Ease of setup0.09.5
Quality of support9.68.6
Meets requirements9.18.7
NPS8066.666667
Small Business100.0%66.7%
Mid-Market0.0%33.3%
Enterprise0.0%0.0%
Total page views6854
Total LLM citations27167

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.

Pros

    Simple

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Pros