Deliver bespoke personal tax planning quickly & accurately

Cloud-based personal tax planning software with your client's personal, financial, and business goals in one place.

Personal tax planning is a time-consuming and manual process

Disconnected Goals

You don’t know enough about your client's personal, financial, and business goals (with nowhere to store them)

Inefficient Planning

You don’t have enough data or an easy way to complete salary vs. dividend planning without it taking hours

Complexity Overload

Your clients want to understand different scenarios but don’t understand the complexity of tax planning

Manual Processes

You struggle to provide the best possible advice when you relying on outdated, manual processes like spreadsheets

Centralise Your Tax Planning Process

Centralised Goals and Data

Store and manage all your client’s personal, financial, and business goals in a single, accessible platform. No more scattered information or time wasted searching for details—everything you need is right at your fingertips.

Explore the Features

Simplify Complex Calculations and Scenario Planning

Instantly calculate optimal salary vs. dividend scenarios and compare multiple tax planning options with ease. Empower your clients with clear, accurate insights without the manual hassle.

Deliver Bespoke Tax Advice with Ease and Precision

Ditch the spreadsheets and use a cloud-based tax planning tool with everything you need to deliver bespoke tax advice in one place

Goals

Your client’s life, business, and financial goals stored in one centralised place. Avoid sifting through emails, client records, and chasing other team members.

Scenario Planning

Compare your client's tax position to different scenarios and see the impact in real time. No more complex spreadsheet formulas, a few clicks are all it takes to create custom scenarios.

Salary vs. Dividend Calculator

Calculate your clients’ optimum tax position quickly and accurately. Deliver bespoke tax planning advice with data you can trust.

Visual Reporting

Generate visually appealing reports that clearly present tax planning outcomes, helping clients understand and appreciate the value of your advice.

See Tax Torch in action

Testimonials

What Our Clients Are Saying

Hear from accounting professionals who have transformed their tax planning with Tax Torch.

“I can add value immediately to my clients by showing them how much I’m saving them.”

Fearless Financials

“Exactly what I was hoping for.”

Carla Valentino

Andrew Cross & Co

"There's nothing in the UK market that does this, I really like it."

Sky Life Accountancy

"When I saw the scenario planning feature, I was like, that's exactly what I need."

Pillow May

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Ready to Transform Your Tax Planning?

Join the growing community of firms delivering bespoke, efficient tax advice with Tax Torch.

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