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  • Tax Plan screenshot 1

About Tax Plan

A simple app for financial consultants to take images of tax documents and other financial records and submit these files to a secure cloud-based service where they enter a work-flow management system as a service to their clients.

What’s new

Version 9.0 · Updated May 15, 2024

Minor configuration changes related to cloud communication. Zero functional changes.

App privacy

The developer, CollaborationStudios.com, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Location: Precise Location, Coarse Location
  • Contact Info: Name
  • Identifiers: User ID, Device ID
  • User Content: Photos or Videos, Audio Data
  • Other Data: Other Data Types

Used for: Product Personalization, App Functionality

Alternatives to Tax Plan

Looking for apps like Tax Plan? Here are 6 similar apps on the App Store. The highest rated is Vali Consulting (5.0/5), and all 6 are free to download.

Tax Plan vs. alternatives
App Rating Price Last updated Compare
Tax Plan – Free May 15, 2024
Tax Headroom – Free Oct 3, 2026 Compare
ETF Compass – Free Apr 11, 2026 Compare
Vali Consulting 5.0 / 5 (1) Free Apr 29, 2026 Compare
FrontOfficeTaxInfoNet – Free Oct 18, 2026 Compare
ETF Junction – Free Aug 25, 2025 Compare
VTAC - Remote Tax Filing – Free Apr 8, 2026 Compare

Compare Tax Plan with the top alternatives: ratings, updates, ASO score and keyword gaps →