G2 Vendor Directory

Tax Clarity

by Covisum

11

Reviews

4.6

Star rating

#12

Rank in Other Finance

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for Tax Clarity.

      Page views and citations · Tax Clarity

      Source: G2 review data

      Key stats

      —

      80

      Small Business

      1

      Adoption by company size

      SegmentShare of reviews
      Small Business100.0%
      Mid-Market0.0%
      Enterprise0.0%

      Quarterly history

      QuarterReviewsStar rating

      Satisfaction ratings

      Ease of Use9.1
      Ease of Setup0.0
      Quality of Support9.6
      Meets Requirements9.1

      What reviewers say

      Adding Value

      3.5

      “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.”

      CEO/ Financial Advisor

      Simple input, easy to show to a client or potential client.

      5.0

      “The software is easy to use and shows a clear picture of a client's tax liabilities from withdrawing various amounts from qualified accounts. Customer support is excellent.”

      Owner/Financial Advisor

      I love how easy it is to work with

      5.0

      “Showing the Tax charts. then use different plans to show if we do this how this will affect your taxes”

      Founder and President of Gmac Family Financial