Catalyst Tax Insights review
A focused, affordable option for tax scenarios, projections, and retirement calculations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Catalyst Tax Insights is a web-based tax-planning platform for individuals, families, financial advisors, CPAs, and other financial professionals. It generates tax projections from user inputs and supports comparisons across alternative scenarios. Its calculators cover capital gains, Roth conversions, required minimum distributions, real estate transactions, self-employment, education costs, and other financial decisions. The product is particularly suited to people who want structured tax projections without a broad integrations ecosystem, as well as advisors who need client-oriented organization features.
The pricing structure supports both personal planning and professional use. The Personal plan includes tax insights, scenario comparisons, financial calculators, and email support, with free or paid personal access available. The Plus plan costs $49 per year, billed annually, and adds the ability to save tax insights over time. The Pro plan costs $499 per year and adds commercial use, client-base management, and organizational data sharing. Enterprise costs $199 per user per year, billed annually, and is designed for groups of six or more advisors. A 30-day free trial is also offered.
Its strongest area is focused scenario modeling. Users can compare multiple tax outcomes, review instant projection results, and apply specialized calculations to capital gains, Roth conversions, and required minimum distributions. Paid professional tiers extend that work into saved insights, client-base management, and sharing with organization users. The trade-off is a narrow platform fit: Catalyst Tax Insights runs on the web and does not provide integrations. Individuals and advisors seeking direct tax scenario analysis should find the feature set aligned with that goal, while buyers prioritizing connected workflows should consider whether the standalone web experience fits their needs.
Catalyst Tax Insights pros and cons
- Where it wins
- Free access plus a $49 annual Plus plan
- Compares tax scenarios with capital-gains and Roth analysis
- Pro and Enterprise plans support client and organization sharing
- Where it doesn't
- Integrations are absent
- The platform is web-only
- Pro costs $499 annually before Enterprise pricing
Catalyst Tax Insights fact sheet, pricing and score →
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