01
A practical first pass
Scan
Capture the completed return, household facts, account totals, and planning concerns in one focused conversation.
Retirement-tax engagement software for financial advisors
Make your planning value visible in the first meeting.
Turn a completed tax return and a concise household conversation into ten independently scored review areas, ranked for discussion, and a polished, client-ready report.
About 15 minutes
Session-based case handling
Client-ready PDF
Preliminary planning software for financial professionals. Not tax preparation or individualized advice.
02 / 03
A radar for ten planning signals
Explore ten independently scored review areas so each planning priority remains visible.
Planning signal scan
10 independent review areas
Signal 01 of 10
9/10Roth conversion review
Looks for meaningful pre-tax assets and timing questions that may warrant deeper conversion analysis.
Fictional example. Select any signal to explore.
10
individually scored planning areas
2025
supported completed-return year
Compliance-conscious
Session-based handling of client case information
polished prospect-facing output
The engagement gap
Prospects do not need more data. They need to see where you can lead.
The first meeting often contains valuable facts but produces no clear, tangible planning experience. RetireTax Scan Pro turns those facts into an organized discovery agenda without pretending to be a full plan.
See where it fits in an advisory practice17%
The problem
Too few investors describe their advisory experience as seamless and personalized.
Forty-two percent reported repeating goals and preferences to the same firm.
Focused intakeRanked discoveryVisible value
53%
The opportunity
When firms get the client experience right, investors are more willing to recommend them.
Forty-seven percent also reported willingness to consolidate assets.
Source: Capgemini World Wealth Report 2026. Survey findings do not predict results for any advisor or use of this software.
One disciplined workflow
From scattered facts to a focused next conversation.
02
Independent area scoring
Surface
Apply the supported tax-year references and advisor-reviewed screening logic to ten distinct planning areas.
03
Advisor judgment stays central
Lead
Rank the preliminary indicators and create a polished report that gives the next conversation a clear purpose.
Interactive product walkthrough
See the meeting change, step by step.
Explore the complete experience now. No account, client information, or software training is required.
Step 01
Start with the facts already available.
Use a completed tax return and a concise household conversation. The workflow is designed for discovery, not data entry for its own sake.
Advisor
Guide a natural first-meeting conversation.
Software
Organize the information into a consistent snapshot.
About 15 minutesfor a focused first pass
Household snapshot78% complete
Household
2025 return
Accounts
Income
Ready for preliminary scan
Ten distinct lenses
Independent scores keep each priority visible.
Each planning area receives its own preliminary indicator. A low or not-applicable result in one area never hides a higher-priority result somewhere else.
Built for responsible discovery
Results organize questions for professional review. They do not promise savings or recommend a strategy, product, or transaction.
01
Roth conversion reviewPre-tax balance and timing discovery
→02
Future RMD pressurePotential future distribution pressure
→03
IRMAA sensitivityMedicare income-threshold awareness
→04
Social Security taxationProvisional-income coordination
→05
Income coordinationRetirement-income source sequencing
→06
Dividend and gain planningQualified-income composition
→07
Surviving spouse outlookPotential single-filer tax exposure
→08
Charitable and QCD planningGiving and age-eligibility alignment
→09
Estate and beneficiary reviewDocument and designation discovery
→10
Life insurance needsPurpose and coverage sufficiency
→Trust architecture
Compliance-conscious handling from intake through export.
Client case details are used for the active review and are not retained in a permanent application database. Disclosures stay visible, and the advisor's firm remains in control of supervision, approval, delivery, and recordkeeping.
✓Session-based case handling
✓No unnecessary sensitive identifiers
✓Consistent disclosure package
✓User-controlled PDF export and clearing
Advisor questions
A focused workflow, explained plainly.
Understand what the current version asks for, how case details are handled, and what the final report is designed to do.
Why does the current version use guided entry instead of a full tax-return upload?
RetireTax Scan Pro uses selected facts from a completed tax return plus a concise household conversation. This keeps the first meeting focused, lets the advisor confirm the facts used in the scan, and avoids requiring the full tax return to be uploaded.
Does RetireTax Scan Pro keep client case information?
Case details are used while the review is active in the browser and are not intentionally saved to a permanent application case database. Advisors remain responsible for exported PDFs, delivery, recordkeeping, and their firm's requirements.
What does the scanner produce?
The scanner produces ten independent preliminary planning indicators, ranked from highest to lowest, and a client-ready PDF. The results organize further discovery; they are not tax preparation, individualized advice, or a recommendation to implement a strategy.
Can several advisors share one membership?
No. Each membership is licensed to one named financial professional. Login credentials may not be shared, and each additional advisor requires a separate subscription.
Is there a per-report charge or monthly report limit?
The current individual membership has no per-report charge or stated cap for ordinary professional use by the named subscriber. Automated, bulk, shared-account, resold, or abusive use is not permitted.
Advisor resource center
Build a stronger retirement-tax discovery process.
Advisor workflow
What a first-meeting tax scanner should do
A practical framework for evaluating retirement-tax planning software used during early prospect discovery.
Read resourceTax-return discovery
First-meeting tax return review checklist
A focused checklist for using a completed federal tax return as a starting point for retirement-planning discovery.
Read resourceProspect meetings
Ten retirement-tax discovery questions
Ten focused questions financial advisors can use to organize a preliminary retirement-tax conversation without turning it into tax preparation.
Read resourceFounding membership
Give prospects a clearer reason to continue the conversation.
The first 25 paid founding members receive the $499 annual rate. Annual billing only, with a 30-day money-back guarantee.