Tax clarity your clients can act on
Catalyst Tax Insights Pro Edition helps financial advisors, CPAs, and any financial professionals communicate the tax impact of major financial decisions. Use a few inputs to generate instant projections and guide the next step.
- Easy-to-use platform
- Instant tax projection results
- Add multiple "What If?" scenarios
- Central location for commonly used financial calculators
Tax Planning Impact
Help your clients optimize big financial decisions.
Client-ready clarity with a simple workflow.
"I prefer the simplicity of Catalyst's interface." Keep it simple while delivering the answers clients need.
Fast scenarios
Produce projections without slowing down client conversations.
Clear comparisons
Line up multiple scenarios to show the impact of each decision.
One home base
Keep commonly used financial calculators in a single workspace.
What users are saying about Catalyst Tax Insights
"Clients love being able to visualize the tax impact of their decisions before they pull the trigger, and Catalyst is the perfect tool to bridge the gap between the complex world of tax and the average taxpayer."
Read the Full Story →"It helps me spend less time wrestling with software and more time doing what I should be doing - advising clients, solving problems, and helping them make data-supported financial decisions."
Read the Full Story →"Clients feel empowered to make informed decisions, and I can continue delivering great service without getting buried in projections that don't make sense for either of us."
Read the Full Story →