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Holistiplan

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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. 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.

Standard

The Standard subscription is for those who are looking for a software to help them but don’t need the extra support and comparative documents.

Features Included:

  • Tax Report
  • Available Multi-Factor Authentication
  • Range Calculator
  • Integration with Redtail and WealthBox
  • Scenario Analysis
  • Unlimited Users
  • Up to 30 uploads allowed per year
$449 Annually
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Premium

The Premium subscription includes all the basics as well as crucial features that allow you to compare scenarios, access explanative documents and more.

All Standard Subscription Features

Additional Features Included

  • Immediate Standalone Scenarios
  • Auto-Generated Tax Preparation Letters
  • Tax Explainer
  • Qualified Charitable Distribution Explainer
  • Donor Advised Fund Explainer
  • Unlimited Users
  • Up to 75 uploads allowed per year
$999 Annually
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Premium+

The Premium+ subscription has all the features of Premium, but allows for more than 75 uploads and accommodates for as many as your company needs.

All Standard Subscription Features
All Premium Subscription Features

Additional Features Included

  • Upload Tiers Based On Your Company’s Needs (starting at 150 uploads per year)
$1,899 - $9,999 Annually
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Add State Tax Modeling!

With any of your subscriptions, you can add state tax modeling for just $299 annually. This allows you to compare scenarios, access explanative documents and more.

To see the full list of features included with an annual subscription, click here.

Try Holistiplan free for 7 days.

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

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