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What is TaxElm?
TaxElm is a comprehensive platform designed specifically for business owners who want to move beyond basic tax preparation and actively reduce their tax obligations. It goes beyond simple planning by offering detailed, step-by-step guidance for implementing both core and advanced tax strategies. Each strategy includes practical tools such as checklists, templates, timelines, and third-party support, making it easier to carry out and execute the plan. Unlike other tax solutions, TaxElm tracks the implementation progress, ensuring compliance with the latest tax laws, and updates strategies annually to account for any changes in tax legislation. The platform is built to ensure that every tax-saving opportunity is explored and acted upon, taking business owners from strategy to actual savings. By offering a comprehensive approach to tax reduction, TaxElm ensures that tax strategies are not only developed but are also effectively executed and lead to significant results. Whether you are looking to reduce your tax liabilities or simply stay ahead of tax laws, TaxElm offers the tools and support needed for long-term financial success.
What is FP Alpha?
FP Alpha is a sophisticated planning platform driven by artificial intelligence that enables financial advisors to elevate their comprehensive planning effectiveness through the straightforward process of uploading crucial documents, including tax returns, wills, trusts, and insurance policies. After the documents are submitted, the platform adeptly processes and extracts essential information, unveiling actionable insights across diverse planning domains such as estate, tax, and insurance, while also illustrating the advantages of advice through visual reports and customizable outputs. With coverage spanning over 16 different planning areas, it boasts modules like Estate Snapshot and Estate Planning Lab, which simplify complex legal documents into easily digestible summaries and diagrams, model various strategies, and calculate potential savings. Furthermore, the platform features tools like Tax Snapshot and Tax Projector, enabling users to predict federal and state tax implications over several years, assess different scenarios including Roth conversions or charitable contributions, and smoothly incorporate these insights into their current advisory practices. By optimizing the planning workflow, FP Alpha significantly enhances the ability of financial advisors to provide well-informed and strategic counsel to their clients, ultimately leading to more comprehensive financial solutions. This innovative approach not only saves time but also increases the accuracy and effectiveness of financial planning efforts.
Integrations Supported
MoneyGuidePro
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
Integrations Supported
MoneyGuidePro
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
API Availability
Has API
API Availability
Has API
Pricing Information
$249/month
Free Trial Offered?
Free Version
Pricing Information
$1,125 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
TaxElm
Date Founded
2023
Company Location
United States
Company Website
www.TaxElm.com
Company Facts
Organization Name
FP Alpha
Date Founded
2018
Company Location
United States
Company Website
fpalpha.com
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
