New Feature Announcement
IRS Transcript Delivery
We are thrilled to introduce our newest product feature: IRS Transcript Delivery. We will soon be offering advisors the ability to extract their clients' tax return data directly from the IRS, with no PDF necessary. Utilize everything you love about Holistiplan now with the click of a single button.
With our new IRS Transcript Delivery feature, a single permission from clients can get advisors direct access to the last five years of completed tax returns and the next three years of future returns.
We expect this feature to be available for purchase in May of 2023. Join our waitlist now and you’ll be the first to hear about releases and updates!
Join the wait list!
Frequently Asked Questions
How much will this cost?
This new feature will be priced differently than our current subscriptions. The IRS Transcript Delivery feature will be priced at $400 per advisor per year.
When will this be available?
Users can expect this feature to be available for purchase in May of 2023.
What does this mean for my practice?
Adding this IRS Transcript Delivery feature means never having to request tax returns from your clients again. With your client’s permission, you have access to 8 years of tax returns with the click of a button.