Holistiplan is built to make you radically more efficient. Simply upload a tax return and get a client-ready analysis in minutes.
2:30 minute trailer below. See the demo page for a more detailed look. Or sign up for a free trial.
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
75 tax return uploads per year
Includes All Starter30 Features Plus:
Enterprise plans are available too. Contact us to explore how we can meet your needs.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay current.