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Accounting & BookkeepingTax Preparation & Strategy (new)3MediumTax Preparer$ implied

Manual calculation and entry of retirement plan contributions in tax software like CCH Axcess and Drake is tedious and time-consuming.

Tax software does not automate calculation of maximum allowed retirement contributions, requiring manual entry.

Severity

3Medium

Willingness to Pay

implied

Added

May 28, 2026

Workarounds Described

manual calculation and entry of contributions

Implied Software Gaps

Automated retirement contribution calculation and tax form population within tax software

App Concept

RetireCalc Pro

RetireCalc Pro is a plugin or add-on that integrates with tax software like CCH Axcess and Drake to automatically calculate the maximum allowable solo 401k and other retirement contributions. It eliminates manual calculations and reduces errors, saving CPAs hours per return.

Key Features

Automatic calculation of max solo 401k contributions based on income and plan type
Direct integration with CCH Axcess and Drake tax software
Populates tax form fields automatically
Supports multiple retirement plan types (SEP, SIMPLE, Solo 401k)

Target Users: Tax professionals and CPAs using CCH Axcess or Drake software, especially those handling small business and self-employed clients.

Revenue Model: $99/year per user for the plugin, or integrated as a $5 per return add-on within tax software.

Existing Solutions Mentioned

CCH AxcessDrakeBizTax Playbook calculator

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