Understanding Editions
Editions
Section titled “Editions”Catalyst is designed for two primary groups of users:
- Financial professionals including Financial Advisors, CPAs, Accountants, Bookkeepers, and other tax professionals. These users are utilizing Catalyst on behalf of their clients, and the Catalyst Pro edition is designed around this concept.
- Individuals and families who want a deeper understanding of their taxes. These users are utilizing Catalyst for their own information, and Catalyst Personal and Catalyst Plus editions are designed around this workflow.
Note the version of Catalyst you are using as you move through the help documentation. You’ll see callouts when features behave differently per edition.
Catalyst Pro is designed for professionals who, in their business, advise others about financial topics including taxes.
This edition has the full feature set available.
Catalyst Plus is designed for individuals and families who want a DIY approach to better understand their taxes. This edition has most of the features comparable with the Catalyst Pro edition, with the exception of being able to manage their projections under multiple clients.
Personal
Section titled “Personal”It is important to us to have a free tool available to anyone to educate themselves on taxes. Catalyst Personal exists to fill that space. This edition is always free to use and allows you to do a tax projection with scenarios. However, this edition is limited and does not have any advanced features nor can you save your projections to review later. You can always upgrade to the Catalyst Plus edition at any time to use the more advanced functionality.