Plansoft provides tax and financial planning software for the Australian market, serving individual taxpayers, investors, accountants, financial planners, financial advisers, and superannuation advisers. Its products focus on Australian income tax, Centrelink/DVA, age pension, family assistance, superannuation, and government rate thresholds, making it a highly localized tax and planning toolset.
The product lineup includes Financial Planner for Windows, Calculator for Windows, Rates for Windows, and Web Calculators. Financial Planner is designed for adviser use cases, supporting detailed fact finds, strategy analysis, and the generation of financial planning paragraphs or pages that can be included in a Statement of Advice. Calculator covers calculations for income tax, government benefits, superannuation contributions, transition to retirement, income streams, and more. Rates provides current and historical Australian government rates and thresholds, updated in January, March, July, and September. Deployment is primarily via Windows desktop software, with rentable online calculators also available and customizable to match a company websiteβs style.
Its Windows products use annual subscriptions. Financial Planner is priced at Home $330/year, Standard $660/year, and Professional $1320/year; Calculator is priced at Home $88/year, Standard $176/year, and Professional $264/year; Rates is $22/year. Web Calculators are described as available for online rental, but specific pricing, billing methods, and implementation fees are not disclosed. The text does not mention a free plan or trial.
The main strengths are its deep coverage of Australian local rules, making it suitable for professionals who need accurate handling of tax, welfare, and superannuation calculations; pricing is public and product tiers are clear; Rates provides access to historical thresholds, which is useful for adviser reviews and planning. The drawbacks are that it does not disclose third-party integrations, APIs, team permissions, data security certifications, or cloud management capabilities, so it feels more like a professional desktop tool than a modern collaborative SaaS platform. The official website also states in its disclaimer that it does not guarantee the accuracy, completeness, security, or timeliness of content, information, or services, so enterprises should further verify liability boundaries during procurement.
It is better suited to individuals, accountants, financial advisers serving Australian clients, and scenarios where calculators need to be embedded into institutional websites. It offers limited help for tax and financial compliance for companies operating only in mainland China, unless their business involves Australian personal financial planning. The scraped text does not make it possible to determine access conditions from China, and payment methods are not disclosed. For local Chinese tax scenarios, alternatives such as η¨ε, ιθΆ, η¨ε, and ηΎζδΊ may be worth considering.
β This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on plansoft.com.au official site.
plansoft.com.au is an Australia SaaS Tools provider. TG4G tracks its product information, with monthly pricing from $218.00, an overall rating of 6.0/10, and a China-accessibility score of Limited (proxy recommended). Click "Visit Official Site" to reach plansoft.com.au directly.