Holistiplan sets the standard for responsiveness, diligent product updates and enhancements, and a commitment to getting things right. It’s the best software improvement we’ve made in years.

I am sure many of us can manually read through a tax return and pick out key pieces of information, but our time is money. For the software to spend less than 10 seconds and give me all of the information I am looking for as an advisor, it is a no-brainer. Leveraging technology to become a more efficient and better advisor is more important than ever.

Holistiplan is the solution that comprehensive financial advisors have been waiting for and needing for years.

I searched high and low for an intuitive and user-friendly platform for developing tax plans for my client. After months of research, I found Holistiplan. From that day forward I have been a tremendous fan. The software is easy to navigate, and my clients continue to be impressed by the results of the strategies developed. I have been and will continue to spread the good news about Holistiplan with my colleagues in the accounting & tax industry.

Holistiplan is the most comprehensive, quickly evolving tax planning tool available. The support, development, and training staff are all involved in your success.

The software is a tremendous tool to help clients understand their taxes and planning opportunities. I can’t imagine financial planning without it.

This software has saved me significant time and increased my credibility with my audience. And what a pleasant surprise how Holistiplan listens, adapts, and continuously enhances their offerings.

Awesome and easy to use. A good balance between robust planning tool, easy to use, and nice clean look for client facing pieces.

I am a major Holistifan! This software has elevated my value to clients tremendously as tax is such a big part of any financial plan. It has become a part of my routine review with clients as well as a tax planning surge that I do in the Fall. It has saved me hours of time and relieved the stress of estimating taxes on spreadsheets or waiting for an accountant to provide information.

So easy to use and makes a REAL difference in the help we give our clients.