Build the household snapshot
Enter the available facts from a completed tax return and a high-level account and retirement-income conversation. Approximate account values are acceptable for the preliminary review.
How it works
A repeatable planning-first workflow for the first meeting.
RetireTax Scan Pro helps organize a limited set of available facts into a structured preliminary review without turning the appointment into tax-return preparation.
Run the preliminary scan
The software applies the supported tax-year reference set and advisor-reviewed screening rules to ten separate planning areas. It does not calculate an overall household score.
Review priorities in order
Individual indicators are ranked from highest to lowest so the advisor can focus on areas that may warrant additional discovery.
Create the client-ready report
Generate a concise PDF with plain-language findings, report disclosures, and a clear distinction between preliminary indicators and professional recommendations.
Workflow handoff
What goes in, what comes out, and what happens next.
A clear division of work keeps preliminary discovery useful while preserving the advisor's role in verification, interpretation, and follow-up.
- 01
Advisor brings
- Selected information from a completed 2025 federal tax return.
- Filing status, household ages, retirement timing, and high-level income facts.
- Approximate account values and types for preliminary discovery.
- Available charitable, estate, beneficiary, and insurance-review facts.
The current manual workflow does not require uploading a tax return.
- 02
Software organizes
- Ten independent planning-area indicators, each on its own 0–10 scale.
- A ranked order for follow-up discussion, not one overall household score.
- A client-ready report with plain-language preliminary findings and disclosures.
- PDF export for the advisor's controlled delivery and recordkeeping workflow.
The output is not a tax return, tax-liability calculation, comprehensive projection, or transaction recommendation.
- 03
Advisor completes
- Verify entered facts and software output against controlling records.
- Interpret the indicators in the client's broader planning context.
- Decide whether deeper tax, legal, accounting, insurance, investment, supervisory, or compliance review is appropriate.
- Document delivery, follow-up, and retention under the firm's own policies.
Professional judgment and authorized review remain outside the software.
Designed for speed
A focused intake
The workflow is intended to support a short discovery conversation, not a complete financial plan or tax engagement.
Designed for privacy
Browser-session processing
The current manual-entry version does not intentionally store case inputs in an application case database. Exported PDFs remain the user's responsibility.
Designed for judgment
Advisor-led interpretation
Outputs are preliminary planning indicators. Advisors remain responsible for review, supervision, and professional coordination.
Founding 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.