Taxottic
Taxottic: Live tax forecasts, deduction tracking, and quarterly reminders for individuals and small businesses. Ranked #24 of 28 in Tax Planning Software by our editors (6.2/10); pricing: Free plan · 14-day trial; best for freelancers tracking estimated taxes throughout the year.
At a glance
- Editor score6.2 / 10
- PricingFree plan · 14-day trial
- Best forFreelancers tracking estimated taxes throughout the year
- Free planYes
- Paid from$49/yr
- Facts checked23 Sep 2026
Where it wins
- Forecasts federal and state taxes, including Schedule C and 1099 income
- Matches transactions to an IRS-cited deduction catalog
- Imports transactions by Plaid bank sync or CSV
Where it doesn't
- Forecasting and organization only, not tax filing
- The free plan uses sample data rather than live forecasts
- No multi-year or scenario-planning features are described
Our verdict on Taxottic
For freelancers, contractors, sole proprietors, and small businesses that want a running view of tax obligations, Taxottic combines federal and state forecasting with transaction organization. It also supports W-2 earners and accounting firms, with quarterly estimated-tax reminders, safe-harbor estimates, and personalized tax-saving suggestions that include estimated dollar impact. The product is a forecasting and organization tool, not a tax-filing service or substitute for advice from a licensed CPA.
The plans distinguish personal forecasting from business workflows. Free includes a personal dashboard, sample data, reminders and calendar, and magic-link or passkey sign-in. Filer costs $4.99 per month or $49 per year and adds a personal W-2 forecast, Ask Bella, and the ability to connect a tax preparer. Solo is $19.99 monthly or $199 annually, adding Schedule C / 1099 forecasting, Plaid bank sync, CSV imports, and Ask Bella. Studio costs $49 monthly or $490 annually and includes up to 3 companies, team chat, multi-state forecasting, and Plaid bank sync. A 14-day free trial is also offered; no card is required to start it.
For freelancers, Solo is the clearest fit: bank syncing and CSV imports feed transaction categorization, while deduction matching and GPS-based business mileage logging support ongoing records. Plaid is the named integration, and the product is available on web, iOS, Android, and API. Firms may prefer Studio for team chat and a client portal. Choose another service if you need to file a return within the product or want a substitute for professional tax advice; Taxottic is positioned around estimates and organization rather than filing. Its combination of reminders and forecasts is geared to ongoing planning, not just a year-end tax task.
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Taxottic pricing
All 6 Taxottic plans and prices →
Taxottic fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $49/yr |
| Scenario modeling | Not verified |
| Multi-year projection | Not verified |
| Capital gains modeling | Not verified |
| Retirement income modeling | Not verified |
| Data import | Yes |
| Client collaboration | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 1 integrations: Plaid |
| Pricing | Free plan · 14-day trial (source) |
| Website | taxottic.com |
| Facts checked | 23 Sep 2026 |
Taxottic integrations
Taxottic lists 1 integrations on its own site.
- Plaid
Alternatives to Taxottic
- CCH ProSystem fx PlanningA deep CCH-connected planner for firms modeling complex federal and state tax outcomes.9.1
- Planner CSA planning workspace for federal, state, multi-year, and scenario-based tax analysis.9.0
- Thomson Reuters Ready to AdviseA guided tax-planning workflow for firms that want structured advisory delivery.8.9
See all Taxottic alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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