Holistiplan
The Holistiplan has not claimed this profile yet. All the information is added by SoftwareSuggest.
Do you work at Holistiplan? Claim your profile to update the latest information about your product.
Do you work at Holistiplan? Claim your profile to update the latest information about your product.
What is Holistiplan?
Holistiplan makes tax planning easy for financial advisors. Just upload a client’s tax return, and the software instantly analyzes it, highlighting key insights and planning opportunities. It saves time on manual reviews, so advisors can focus on giving smarter, more strategic advice to their clients.
Pricing
Holistiplan Starting Price
$ 160/Per Month
Get Best Quote for Holistiplan
Connect with SoftwareSuggest experts to get the best quote for your business.
Key Features of Holistiplan
Here are the powerful features that make Holistiplan stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Tax Planning
- Scenario Analysis
- Client Portal
- Integration With Financial Software
- Customizable Reports
- Data Import/export
- Automated Calculations
- Client Communication Tools
- Document Management
- Compliance Tracking
- Multi User Access
- Role Based Permissions
- Audit Trail
- Real Time Updates
- Mobile Access
- Dashboard Analytics
- Client Data Storage
- E Signature Support
- Alerts And Notifications
- Training And Support
Holistiplan Screenshots
Holistiplan Pricing
Here are the pricing plans for Holistiplan. Choose the plan that best fits your requirements and budget. Get Detailed Holistiplan pricing as per your requirements.
Basic Tax
$ 160
Per Month
- 75 Households
- Fed. Tax Return Upload
- Federal Tax Scenario Analysis
- Tax Bracket Analysis
- Onboarding & Implementation Support
- Support Content & Explanation Pages
- CRM & Multi-Factor Authentication
Get Pricing
Premium Tax
$ 200
Per Month
- Everything in Basic, plus:
- State Tax Scenario Analysis
- Cash Flow Visualizer
- Roth Analysis
- Tax Preparation Letters
- Custom Tax Reports
- Client Reminders
- Client Data Collection Tool
Get Pricing
The pricing information for Holistiplan is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.
The pricing information was last updated on 30th January 2025.
Free Trial is available
Do you work for Holistiplan?
Holistiplan Specifications
Get a closer look at the technical specifications and system requirements for Holistiplan. Find out if it's compatible with your operating system and other software.
Company Details :
Show More
Holistiplan Resources
Holistiplan Reviews (0)
No reviews yet. Rate this app or be the first to review.
Write a ReviewAlternatives of Holistiplan
Explore alternative software options that can fulfill similar requirements as Holistiplan. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Holistiplan FAQs
How much does Holistiplan cost?
The starting price of Holistiplan is $ 160/Per Month. It has different pricing plans:
- Basic Tax : $ 160/Per Month
- Premium Tax : $ 200/Per Month
Holistiplan also provides a free trial to users.
What apps do Holistiplan integrate with?
Holistiplan integrates with various apps:
- Oracle NetSuite ERP
- Microsoft Power BI
- Microsoft Dynamics 365 Field Service
- Workday Adaptive Planning
What are the top 5 features for Holistiplan?
The top 5 features for Holistiplan are:
- Tax Planning
- Scenario Analysis
- Client Portal
- Integration With Financial Software
- Customizable Reports
Free Demo