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Choose the best plan for you

our plans

Start any of our subscriptions with a free 7-day trial

Pick the plan that best suits your needs. We base our pricing on features and the number of documents you expect to upload. This usually coincides closely with the number of clients your firm serves. Start today with any plan using our FREE 7 day trial.

If you're running low on uploads in your plan, upgrade at any time.

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  • Premium
  • Standard

How many clients do you anticipate doing tax planning for in the next 12 months?

Premium Features

  •  Immediate Standalone Scenarios
  •  Auto-generated Tax Preparation Letters

Plus Standard Features:

  •  Tax Report
  •  Available Multi-Factor Authentication
  •  Range Calculator
  •  Integration with Redtail and WealthBox
  •  Scenario Analysis
  •  Unlimited Users

Standard Features

  •  Tax Report
  •  Available Multi-Factor Authentication
  •  Range Calculator
  •  Integration with Redtail and WealthBox
  •  Scenario Analysis
  •  Unlimited Users

How many clients do you anticipate doing tax planning for in the next 12 months?

Premium

 Uploads per year

$ annually
$ annually
Start Free 7-Day Trial

All trials give you access to the full features of the price point you select as well as 3 complimentary uploads. You can cancel at any time. But we bet you love it so much you won't want to.

Need more than 1,000 uploads?

We have enterprise and any custom plan you or your company may need. Reach out to us and we can explore the best fit for you or your company.

Reach out to us

Contact Us About Enterprise Plans

We have enterprise and any custom plan you or your company may need. Reach out to us and we can explore the best fit for you or your company.

Try Holistiplan free for 7 days.

Sign up today for a free, no-obligation 7-day trial.

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