Enhance client outcomes with proactive tax planning software
RightCapital's quick and easy way to simplify tax planning so you can deliver more value to clients
Uncover smart tax planning strategies in just a few clicks
With the click of a button RightCapital’s Tax Strategies will calculate a clients optimal tax strategies into side-by-side visuals. Whether it’s Roth conversions vs. traditional contributions or standard deduction vs. itemized. Build client trust with clear, interactive comparisons that make tradeoffs easy to understand.
Edit tax line items or filing assumptions and instantly see how deductions, exemptions, credits, and thresholds shift. Advisors can discuss with clients, evaluate impact and ultimately implement into a client plan, demonstrating value to clients on the spot.
RightCapital automatically incorporates the latest federal and state policies, so advisors can confidently model strategies for capital gains, AMT, itemized deductions, and more – staying compliant while delivering better client outcomes.
Clear tax savings opportunities, confident clients
With a few clicks, advisors can securely upload tax returns as a single PDF. RightCapital’s Tax Analyzer uses OCR technology to scrub sensitive data like SSNs and account numbers, analyze line items, and surface tax-planning opportunities—no manual entry required.
Propose tax filing changes and identify the impact on clients across Federal Income Taxes, Ordinary Income Tax Brackets, and Capital Gains Taxes. Easily toggle between these options to walk through potential outcomes with clients in real-time.
Empower clients to take action. Share interactive, easy-to-read reports that highlight tax-saving strategies. These reports help advisors explain complex tradeoffs clearly, so clients can confidently move forward without getting overwhelmed by tax jargon.
Tax planning software built for today’s financial advisors
RightCapital helps RIAs and BDs deliver more value by making tax planning part of a comprehensive, scalable financial planning process.
Built-in OCR scanning and tax analysis
Visual, client-ready tax impact reports
Real-time modeling for Roth conversions, RMDs, and capital gains
Seamless integration with the full RightCapital platform
Designed for efficiency and ease of use
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