Holistiplan Description

Holistiplan uses advanced OCR technology to read tax returns and create a custom, white-labeled tax report with all relevant observations in seconds. Yes, it takes seconds. Holistiplan creates a clear and easy-to-read client deliverable. It includes your logo at the top, and your disclaimer at bottom. It can be saved to PDF and emailed, or printed out for review with your client in person. It can be used in any way you choose, it is a valuable and unique touchpoint. OCR technology can also be used to pre-fill a scenario analysis screen, allowing advisors immediately to identify key income breakpoints for tax planning opportunities such as ROTH conversions and tax-efficient withdrawals. Advisors can also use this screen to identify charitable giving opportunities, ROTH conversions, ROTH conversions, and tax-efficient withdrawals. Holistiplan provides tax planning to every advisor so that they can bring it every client.

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Pricing

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

Integrations

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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
SaaS
Type of Training
Videos
Customer Support
Online

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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