CNBC Select has run more than a dozen tax software programs through their paces to find the best in a variety of categories.

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

Few if any tools in a tax practice are more crucial to its operation than the professional tax return preparation software that CPAs rely upon to get them through tax season. Recognizing that its ...

Advisor software heavyweight deploys AI across its proposal generation, investment research, specialized planning and meeting prep suite in Fall 2025 product release Nitrogen, the industry’s only ...

Two leading advisor technology firms, Nitrogen and FP Alpha, have launched new artificial intelligence-driven tax planning features, aiming to help RIAs deliver more personalized and actionable tax ...

A client's tax returns contain troves of useful information about their financial lives, from the obvious (e.g., the amounts and sources of their income, their household members, and their retirement ...

CHICAGO--(BUSINESS WIRE)--Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and ...