Tax Analyzer: Transform your tax planning offering
In a few clicks, identify tax-smart opportunities using OCR technology
Secure Upload
Import client returns, we’ll scrub
Social Security and Account Numbers
Instant Opportunities
Identify plan changes to reduce
client tax burden
Cost Effective
Included with our Premium
or Platinum subscription
Easily upload client tax returns directly into RightCapital within a single PDF. The Tax Analyzer scans the document, scrubs Social Security and Account Numbers, and identifies any missing information that can be adjusted by the planner on-the-fly.
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.
Identify and review proposed line-item updates across tax returns to discuss with clients, evaluate impact, and ultimately implement into the client plan.
Review the effect that proposed tax filing changes could have on certain deductions, exemptions, and credits. Use the Action Items to adjust line-items from the tax returns to identify in real-time the impact that those changes could have on thresholds.
