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.

Starter30

$449/year

30 tax return uploads per year

Includes:

  • Tax Report
  • Scenario Analysis
  • Range Calc
  • Unlimited Users
  • Available Multi-Factor Authentication
  • Available Wealthbox and Redtail Integrations
Start Free 7 Day Trial

Premium75

$999/year

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!)
Start Free 7 Day Trial

Premium150

$1,899/year

Premium300

$3,699/year

Premium500

$5,999/year

Premium750

$8,499/year

Premium1000

$9,999/year

Need More?

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

Start Free 7 Day Trial

Be The First to Know

Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay current.

We'll never share your email with anyone else.