Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support
Read all reviews

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Moneytree

Integrations

Moneytree

Pricing Details

$449 per year
Free Trial
Free Version

Pricing Details

$300 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Holistiplan

Founded

2019

Country

United States

Website

www.holistiplan.com

Vendor Details

Company Name

TaxPlanIQ

Founded

2020

Country

United States

Website

www.taxplaniq.com

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Alternatives

Bloomberg Income Tax Planner Reviews

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Alternatives

CCH ProSystem fx Reviews

CCH ProSystem fx

Wolters Kluwer