Pick the plan that best suits your needs. All of our subscription plans start with a free 7-day trial. Upgrade or cancel anytime.
Insurance added for FREE!
Connect with our team to learn more about Enterprise pricing.
 Basic TaxStart Free Trial | 
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Insurance Start a Free Trial | 
Estate Planning Join Waitlist |
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| Tax Planning | ||||
| Federal Tax Return Upload | 
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| Tax Bracket Analyzer |
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| Scenario Analyzer |
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| Cash Flow Visualizer |
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| Roth Analysis |
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| State Tax Scenario Analyzer |
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| Support & Content | ||||
| Support Content |
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| Explanation Pages |
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| On-demand Support |
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| Integrations | ||||
| Multi-Factor Authentication |
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| Single Sign On (SSO) |
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| CRM Integration |
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| Built-in Email Sending |
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| Client Upload Link |
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| API Integration |
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| Client Data Collection Tools |
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| Client Reporting | ||||
| Age Related Client Reminders |
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| Tax Preparation Letters |
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| Custom Tax Reports |
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| Property & Casualty | ||||
| P&C Insurance Upload |
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| Rebuilding Cost Estimator |
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| Review Recommendations |
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| Insurance Gap Identification |
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| Niche P&C Insurance Review |
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| Estate - Join the Waitlist | ||||
| Estate Report |
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| Asset Diagram |
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| Beneficiary Review |
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Can I end my trial early and switch to a paid plan?
Yes. There is a text box at the top of the page when you log in. Type ‘UPGRADE’ into that box and a button will magically appear. That button will immediately switch you from trialing to an active, paid plan.
Do you have a discount for my trade association or custodian?
Yes! We continually discuss discount possibilities with potential partners. Currently we have discounts for those affiliated with the following organizations: NAPFA, ACP, Garrett Planning Network, Dynasty Financial Partners, and SSG (custodian). If your acronym affiliation isn’t listed here, please let them know that you’d like to see a discount.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
