Holistiplan

Holistiplan is a tax planning and analysis software that helps financial advisors automate tax return reviews, generate client‑ready reports, and model scenarios with ease. It provides federal and state tax projections, Roth conversion analysis, and cash flow visualization, making it easier to deliver proactive planning strategies. Designed for advisory firms of all sizes, Holistiplan reduces the complexity of tax planning by turning uploaded returns into actionable insights in seconds.

The platform offers automated federal tax return scanning, transcript analysis, scenario modeling, and client‑ready summaries, alongside features for multi‑year projections, tax preparation letters, and narrative explanations of QCDs and DAFs. Premium tiers add state tax analysis, insurance review tools, and continuing education credits for CFPs, ensuring advisors can expand their planning capabilities. Holistiplan also integrates with leading CRMs like Redtail and WealthBox, supports multi‑factor authentication, SSO, and API connections, and provides unlimited user access within a firm. These features help advisors streamline workflows, improve accuracy, and deliver consistent tax planning at scale.

And the best part? Holistiplan offers a free trial with full feature access, including three complimentary uploads. Paid annual subscriptions, with enterprise pricing for firms serving more than 750 households. Advisors can choose the plan that best fits their client base and planning needs.