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 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.
Upload up to 30 returns per year.
A perfect way to try us out.
Upload up to 75 returns per year.
Designed for solo and growing firms with 1-2 advisors.
Upload up to 150 returns per year.
Designed for ensemble firms with multiple advisors.
Plans go as high as 1,000 uploads, but larger enterprise memberships are also available.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay current.