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Made to transform your practice with far more than notetaking.

Make tax planning your competitive edge with Hazel.

Hazel AI Tax Planning helps advisors create personalized tax plans in minutes by analyzing 1040s, paystubs, statements, meeting notes, emails, custodial, and CRM data. 

With Hazel, you can:

  • Break down tax returns into clear, client-friendly explanations
  • Uncover hidden opportunities like optimizing withholdings, using tax-advantaged accounts, or restructuring contributions
  • Run a scenario analysis on demand for Roth conversions, income changes, life events, and more
  • Quantify the value of your advice by showing the potential annual tax savings behind every recommendation
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Comprehensive tax planning dashboard overview

The power of Hazel, in your pocket

With the Hazel iOS mobile app, recording in-person meetings is easier than ever. You stay present with clients, while conversations are captured, transcribed, summarized, and synced seamlessly to your Hazel workspace.

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Integrated access to your apps with single sign-on.

Sign in once, and gain access to your most necessary apps without the need to switch back and forth between tabs.

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Built for trust.

Learn more about what Hazel is doing to keep your data safe with encryption, SSO, rigorous testing, compliance reviews, and more.

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Made for all advisors, no matter where you custody.

Even if you don't custody with Altruist, you can use Hazel to make your practice flow better.

“ Hazel's changed the way we show up for clients. Meeting prep is faster, and the follow up is sharper. We've now got our entire team using Hazel daily. ”

Gideon Drucker, CFP(R), AIF(R), ECA(R)
President & CEO, Drucker Wealth

This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). This testimonial may not represent the experience of others and it is not a guarantee of results.