Features and details of our products and services.
Looking for the fine print? Read below without reaching for your reading glasses. Here you can find details about the products and services Holistiplan offers as well as a full explanation of any limits that apply.
Information below is accurate as of 1/24/2023 - Subscription plans are all subject to change.
Description of Subscription Services
Holistiplan offers several products on a subscription basis. Following is a description of each. This document is not intended to be an exhaustive list of all aspects, policies, and procedures of each type of subscription. Rather, it is a guide to offer more detailed information than what is included in our Terms and Conditions.
Some customers are grandfathered in subscriptions with different properties than those described below:
Federal Tax Planning Suite
All subscribers using the software start with a subscription to our tax product. That subscription is:
- Annual, paid annually
- Paid in advance via credit card on the billing anniversary date
- Payments marked as “past due” by the payments processing company Stripe will be marked as such in Holistiplan, and access to the system will be limited until the overdue invoice is paid.
This base or “starter” subscription offers:
- Access to the Tax Report, Scenario Analysis, Range Calc, and Age Reminders screens
- A finite number of documents, per subscription period, that will be read in by Holistiplan’s optical character recognition technology.
- The number of available unused uploads is not “banked” for infinite time. The allotted uploads must be used during the subscription period.
Update as of January 13, 2023 – Subscribers will be able to carry forward unused uploads into the following year, up to 20% of the total upload allotted by the subscription plan. The “rollover” uploads will be calculated upon successful payment of the renewal invoice.
Unlimited users, units, and subsidiaries
- Access to all webinars and many-to-one training opportunities
- Email-based support
- Integrations with Redtail, Wealthbox, fpPathfinder, and Kitces.com
- Access to a public API. (subject to interview and approval from Holistiplan)
Additional features are unlocked for “premium” subscription plans. A “premium” subscription plan is defined as:
- A subscription plan with an annualized price of more than $450, excluding any taxes or fees.
A “premium” subscription offers all features of a base or “starter” subscription, in addition to:
- Access to the Tax Letter and Tax Letter staging screen
- Access to a library of recorded presentations, all available for CFP CE credit.
- Age reminders automated reminders and searchable screen
- “Explainer reports”, including the Tax Explainer, the QCD Explainer, the DAF Explainer, and the Roth projection tool.
- Capability to create scenarios in the Scenario Analysis screen without first uploading a PDF tax return
State Tax Estimator
Holistiplan’s Scenario Analysis screen provides an estimate of Federal income taxes. For an additional subscription, users can add state income taxes to that projection. The State Tax Estimator subscription is:
- Annual, paid annually
- Paid in advance via credit card on the billing anniversary date
- Payments marked as “past due” by the payments processing company Stripe will be marked as such in Holistiplan, and access to the system will be limited until the overdue invoice is paid.
The first payment for the State Tax Estimator subscription will be prorated to allow for any future renewals to align with the main Holistiplan subscription.
The State Tax Estimator offers:
- A section within the Scenario Analysis and Range Calc screens for showing the estimated tax impact of the entered assumptions
The State Tax Estimator does NOT read in information off of state income tax returns.