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 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.

Need More?

Plans go as high as 1,000 uploads, but larger enterprise memberships are also available.

See All Available Plans

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