Financial Planning Just Got Faster

Holistiplan is built to make you radically more efficient. Simply upload a tax return and get a client-ready analysis in minutes.

  • Step 1 Upload a client Form 1040 tax return.
  • Step 2 Receive a report with key metrics and planning opportunities.
  • Step 3 Dig deeper with scenario analysis tools.

Introduction Video

2:30 minute trailer below. See the demo page for a more detailed look. Or sign up for a free trial.

Subscription Options

Pricing is based on features and the number of documents you expect to upload. All subscription plans include a FREE 7 day trial.
Running low on uploads in your plan? Upgrade at any time.



30 tax return uploads per year


  • Tax Report
  • Scenario Analysis
  • Range Calc
  • Unlimited Users
  • Available Multi-Factor Authentication
  • Available Wealthbox and Redtail Integrations



75 tax return uploads per year

Includes All Starter30 Features Plus:

  • Standalone Scenarios (no tax return upload required)
  • Tax Preparation Letter Generator (New Jan 2021!)











Need More?

Enterprise plans are available too. Contact us to explore how we can meet your needs.

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