Holistiplan Description

Holistiplan harnesses cutting-edge OCR technology to swiftly analyze tax returns and produce a tailored, white-labeled tax report filled with pertinent insights in mere seconds. In just a moment, advisors can deliver a professional, easy-to-read document featuring their firm’s logo prominently displayed at the top and a customized disclaimer at the bottom. This report can conveniently be saved as a PDF for emailing or printing, making it perfect for in-person discussions with clients. This efficient process serves as a seamless and impactful touchpoint, setting firms apart from the competition. Additionally, the same OCR technology populates a scenario analysis interface, enabling advisors to quickly pinpoint significant income thresholds for tax planning strategies such as ROTH conversions, tax-efficient withdrawals, and charitable contributions. By integrating effective tax planning tools, Holistiplan empowers every advisor to provide valuable insights to their clients, ensuring that tax strategies are accessible to all. Ultimately, this innovative approach transforms the client-advisor relationship, fostering greater engagement and understanding.

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Pricing

Pricing Starts At:
$449 per year
Pricing Information:
30 uploads
Free Trial:
Yes

Integrations

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Reviews

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Company Details

Company:
Holistiplan
Year Founded:
2019
Headquarters:
United States
Website:
www.holistiplan.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Videos
Customer Support
Online Support

Holistiplan Features and Options

Tax Planning Software

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

Holistiplan User Reviews

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