For Tax Professionals
Find planning opportunities inside returns you’ve already prepared. Then turn them into clear, actionable tax plans clients will actually understand—and pay for.
The traditional tax workflow ends when the return is delivered.
Holistiplan helps tax and accounting professionals extend that workflow into year-round advisory through uncovering tax-saving opportunities, delivering proactive planning recommendations, and building recurring advisory revenue.
SEE WHAT’S INSIDE
Surface tax-saving opportunities, model strategies, and deliver clear, actionable tax plans clients actually understand. All from a completed 1040.
Instantly surface tax-saving opportunities and planning insights hidden within a completed return.
Turn complex tax data into clear visuals that make planning easier to explain.
Model strategies and compare outcomes with projections that support your recommendations.
Deliver client-ready reports with recommendations and next steps clients can confidently follow.
Scan a pay stub and automatically extract the information you need to start planning.
Scan a pay stub and automatically extract the information you need to start planning. With a single click, pull IRS transcripts directly into Holistiplan. No chasing clients for documents, downloading files, or manually entering data.
Move straight from data gathering to tax planning in 45 seconds.
The returns you’re already preparing can become the foundation for ongoing planning conversations and new revenue opportunities.
Immediate Value
Many firms uncover their first planning opportunity from the very first return they analyze.
New Revenue
Turn planning opportunities into billable advisory engagements.
Year-Round Impact
Create year-round client touchpoints that strengthen relationships, increase retention, and grow advisory revenue.
Created for tax professionals looking to deliver more value, strengthen client relationships, and grow their practice.
“In less than 60 seconds, you can go from a tax return PDF to a dynamic report that better shows clients the value you’re giving them.”
“The firms who are not using it, you are leaving money on the table, buddy.”
“It’s a great way to start escaping the transactional 1040 work.”
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.
