Find out why16,000 advisorsare already using Holistiplan to do their tax planning
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Read Return in Seconds
Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Yes, seconds.
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Generate client deliverable
Holistiplan provides a clean and easy to read client deliverable complete with your firm’s logo at the top and your firm’s disclaimer at the bottom. It can be saved as a PDF and emailed or printed out to review with your client in person. Either way--a turnkey positive touchpoint and differentiator.
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Instant Scenario Analysis
The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client.
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One of the best things about working with you and using your solution is that you take input and work toward implementing to provide a high-quality product. I couldn't be happier with the work you are doing.
Your software has quickly become indispensable to my practice!
The future of tax planning is here.
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.
A little more about us
We have award winning tools you will want in your toolbelt.
Winner of 2019 XYPN FinTech Competition
Just a few months after we officially launched we were thrilled to win one the coolest fintech competition out there. It only added jet fuel to our core belief that this software was overdue and sorely needed.
Support as impressive as the software
We knew from the start that any software is only as good as the support team standing behind it. That’s why we made sure ours was the best. Expect same day answers to your questions--often same hour.
Subscription packages that make sense for solo advisors up to large enterprises
Every firm has unique needs, and our software fills a tax planning gap for most all of them. From boutique to really large, and everywhere in between, we probably have a solution for you.
Featured in Yahoo Finance, The Street, Financial Advisor Magazine, and more
Don’t just take it from us, lots of other people are talking about our software too. We’d love for you to see what they have to say.