BNA Income Tax Planner vs Holistiplan

BNA Income Tax Planner8.7Visit Holistiplan7.9Visit

Higher score BNA Income Tax Planner #4 in Tax Planning Software 8.7/10 Pricing on request ✓ 6 of 6 features Visit Bloomberg

vs

Holistiplan #7 in Tax Planning Software 7.9/10 7-day trial Free trial✓ 6 of 6 features Visit Holistiplan

• BNA Income Tax Planner fits best

  Professional multi-year tax planning

• Holistiplan fits best

  Advisors needing client-ready analysis

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Side by side

Feature	BNA Income Tax Planner 8.7/10 Visit ↗	Holistiplan 7.9/10 Visit ↗
At a glance
Editor score	8.7	7.9
Ranking	#4 in Tax Planning Software	#7 in Tax Planning Software
Best for	Professional multi-year tax planning	Advisors needing client-ready analysis
Pricing model	Paid	Paid
Starting price	Pricing on request	—
Free plan	Not checked yet	—
Free trial	—	7 days
Deployment	Cloud, Desktop	Cloud
Platforms	Web, Windows	Web
Support	Email, Phone, Docs	Email, Docs
Compliance	2FA	SOC 2, SSO/SAML, 2FA
Integrations	5 integrations	13 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features BNA Income Tax Planner 6/6 · Holistiplan 6/6
Scenario modeling	✓	✓
Multi-year projection	✓	✓
Capital gains modeling	✓	✓
Retirement income modeling	✓	✓
Data import	✓	✓
Client collaboration	✓	✓
Our review
Pros	Projects tax liabilities across up to 20 years Compares alternative plans with federal and state calculations Imports tax data and supports client permissions and plan sharing	Scans federal returns and transcripts automatically Models Roth conversions, capital gains, and state tax scenarios Produces client-ready reports with CRM and API connections
Cons	Pricing is handled through a sales contact Available on web and Windows rather than broader platforms Tax-rule coverage may vary by current release	Requires a paid plan after the seven-day free trial Advanced state and Roth modeling require Premium Tax Estate Planning is still coming soon or waitlist-only
Our verdict	BNA Income Tax Planner is tax-planning software for tax professionals preparing individual and fiduciary tax projections. It is designed for firms that need to compare alternative plans, model tax liabilities across multiple years, and… Read the review →	Holistiplan helps financial advisors analyze uploaded tax returns and transcripts, generate tax reports, and model alternative planning scenarios. It is designed for advisors and financial-planning firms that need a structured way to… Read the review →

Strengths and trade-offs

• BNA Income Tax Planner — where it wins

  • Projects tax liabilities across up to 20 years
  • Compares alternative plans with federal and state calculations
  • Imports tax data and supports client permissions and plan sharing

  Where it doesn't

  • Pricing is handled through a sales contact
  • Available on web and Windows rather than broader platforms
  • Tax-rule coverage may vary by current release

• Holistiplan — where it wins

  • Scans federal returns and transcripts automatically
  • Models Roth conversions, capital gains, and state tax scenarios
  • Produces client-ready reports with CRM and API connections

  Where it doesn't

  • Requires a paid plan after the seven-day free trial
  • Advanced state and Roth modeling require Premium Tax
  • Estate Planning is still coming soon or waitlist-only

• BNA Income Tax Planner8.7/10 · Pricing on request

  A deep planning tool for multi-year, multi-case individual and fiduciary projections.

  Visit BloombergFull verdict →
• Holistiplan7.9/10 · 7-day trial

  A web-based tax analysis suite for advisors who need client-ready planning scenarios.

  Visit HolistiplanFull verdict →