See exactly how much time and money your firm reclaims when Holistiplan automates client tax analysis.
90
Min saved per review
5,000+
Advisory firms
SOC 2
AICPA Certified
👥
Your Practice Profile
Advisor Hourly Rate
Blended billable rate
Total Client Tax Reviews / Year
Firm-wide annual reviews (drives ROI)
Time Saved Per Review
Minutes saved per tax review (drives ROI)
Number of Advisors
For context only. Does not affect ROI %
📋
Select Your Plan
Billing Cycle
Basic Tax
Federal tax analysis + scenarios
Premium Tax
+ State, Roth, cash flow & more
Households
Client households managed
75
households
Basic Tax · 75 Households
Unlimited users · 7-day free trial
$1,599
/year
💰 Save $XXX vs monthly
💡 Breaks even after just 2 client reviews.
📈
Your ROI Summary
Time Saved Per Review
Your assumption (benchmark: 90 min)
90 min
Total Hours Reclaimed
All advisors · all reviews
900 hrs
Annual Dollar Savings
Recovered time at billable rate
$225K
Subscription Cost
Selected plan
$1,599
Net ROI
First-year return on investment
13,969%
ROI Gauge13,969%
0%1,000%5,000%10,000%+
💬 Assessment
Extraordinary ROI. Your firm recoups the full subscription cost after just 2 client reviews, making Holistiplan one of the highest-returning technology investments in your stack.