Holistiplan Ranked #1 Tax Planning Software for the 5th Year in a Row!
March 5, 2025
Voted Best by Advisors: Holistiplan Earns Top Satisfaction Ratings in the 2025 T3/Inside Information Survey
Holistiplan is honored to be ranked the #1 tax planning software by financial advisors in the 2025 T3/Inside Information Technology Survey—for the 5th year in a row! Not only did Holistiplan top the tax planning category, but we also earned the highest customer satisfaction rating across all tax planning tools.
This recognition is especially meaningful because it comes directly from you—the advisors who use Holistiplan every day to elevate tax planning and serve clients more effectively. The T3 survey is completely anonymous, making this win a true testament to the real-world impact Holistiplan has had on the profession.
A Remarkable Shift in Tax Planning Adoption
When we first introduced Holistiplan to the world at a conference in 2019, this very same survey showed that only 7% of advisors had any form of tax planning software in their tech stack.
Fast forward to today, and the industry has undergone a massive shift—not only in the adoption of tax planning software but in the recognition of tax planning as a central pillar of financial advice. 51% of advisors have tax planning software in their tech stack.
This transformation is happening because of advisors like you—those who see tax planning not just as a compliance exercise, but as an essential part of delivering real, proactive value to clients.
What the Industry is Saying
“Holistiplan jumped into this category and owned it from day one, with a simplified data entry solution (OCR scans of client tax forms) and an easy-to-use interface that incorporates machine learning to help advisors make recommendations. It’s one of the few programs ever in our survey to belong to the 9.00+ user rating club three years in a row.”
– 2025 T3/Inside Information Survey
A Message from Our CEO
Roger Pine, CFP®, CFA®, CEO and Co-Founder of Holistiplan, shared his gratitude:
“When we started Holistiplan, we set out to solve a real problem for advisors—giving them the tools to make tax planning easier, more efficient, and more impactful for their clients. To see that vision come to life and be validated by the very advisors we built this for is incredibly humbling.
This ranking isn’t just about the technology; it’s about the community we’ve built together. Thank you for trusting us, challenging us, and allowing us to be part of your journey. We are more committed than ever to helping advisors provide richer financial planning to more clients.”
Thank You to Our Advisor Community
We are deeply grateful for your trust, feedback, and partnership. You have pushed us to innovate, and we take our role in your success seriously. Winning this recognition year after year only fuels our commitment to building even better tools, delivering more value, and continuing to shape the future of tax planning in financial advice.Thank you for being part of the Holistiplan journey! Here’s to another year of transforming tax planning together.
About Holistiplan:
Since its launch in July 2019, Holistiplan has been on a mission to empower advisors and CPAs to deliver richer financial planning for more clients. Now trusted by over 8,000 firms across the country, Holistiplan is an award-winning planning and insights tool that has been voted the #1 tax planning tool in the 2021, 2022, 2023, 2024, and 2025 T3/Inside Information Software Surveys and the 2021, 2022, and 2023 Kitces Report Studies.
Holistiplan provides instant document review, summarization, and planning insights for key financial documents like tax returns, estate plans, and insurance documents. Learn more at www.holistiplan.com.
