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Holistiplan

Holistiplan is an AI-powered tax planning platform designed to help financial advisors provide proactive tax advice to their clients. Using artificial intelligence and optical character recognition (OCR), the platform automatically extracts data from

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Free Usage PolicyFree Trial Available
Paid Upgrade Option? Yes
Tool Release Year2019
Founded byKevin Knull Roger Pine Ben Henry-Moreland
Employees51-200
LocationCollege Station, Texas, USA
Social media presence
Popularity Index9.2
Main FeaturesAI Tax Return Analysis AI Tax Planning Recommendations AI Document Processing AI-Powered OCR Tax Projection Tools Roth Conversion Analysis Capital Gains Planning Medicare IRMAA Analysis Social Security Tax Planning Client Tax Reports Scenario Modeling CRM Integrations Financial Planning Integrations Workflow Automation Secure Document Storage
Best Used ForTax planning, financial advisory, wealth management, retirement planning, and AI-assisted tax analysis.
ReasoningHolistiplan is a leading AI-powered tax planning solution built specifically for financial advisors. Its AI automatically extracts and analyzes data from tax returns, identifies tax-saving opportunities, and generates actionable planning recommendations, making AI central to the platform.
Privacy & Data HandlingSOC 2 Type II compliant Data encryption in transit and at rest Role-based access control (RBAC) Single Sign-On (SSO) Secure cloud infrastructure Privacy Policy available Designed to support financial industry security and compliance standards
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Visit Holistiplan official website

Free Trial Available

An AI-powered tax planning platform that helps financial advisors analyze tax returns, identify planning opportunities, and deliver personalized tax strategies using artificial intelligence.
Credit Card Required?
Phone Number Required?
Paid Upgrade FromCustom Pricing
Start Using Holistiplan For Free

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