CCH ProSystem fx Planning vs Holistiplan

CPCCH ProSystem fx Planning9.1Visit Holistiplan7.9Visit

Higher score CP CCH ProSystem fx Planning #1 in Tax Planning Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit Wolters Kluwer

vs

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

• CCH ProSystem fx Planning fits best

  CPA firms using CCH tax systems

• Holistiplan fits best

  Advisors needing client-ready analysis

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Side by side

Feature	CPCCH ProSystem fx Planning 9.1/10 Visit ↗	Holistiplan 7.9/10 Visit ↗
At a glance
Editor score	9.1	7.9
Ranking	#1 in Tax Planning Software	#7 in Tax Planning Software
Best for	CPA firms using CCH tax systems	Advisors needing client-ready analysis
Pricing model	Paid	Paid
Starting price	Pricing on request	—
Free plan	Not checked yet	—
Free trial	—	7 days
Support	Email, Live chat, Phone	Email, Docs
Integrations	2 integrations	13 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features CCH ProSystem fx Planning 5/6 · Holistiplan 6/6
Scenario modeling	✓	✓
Multi-year projection	✓	✓
Capital gains modeling	✓	✓
Retirement income modeling	✓	✓
Data import	✓	✓
Client collaboration	Not checked yet	✓ (best)
Our review
Pros	Models federal and integrated state tax calculations Compares up to 30 scenarios across up to 10 years Imports base-year amounts from CCH tax products	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 requires a quote-based sales process Best ecosystem fit depends on CCH Axcess Tax or ProSystem fx Tax Client communication centers on letters rather than in-product collaboration	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	CCH ProSystem fx Planning is tax planning software for CPA and public accounting firms. It combines federal calculations—including regular tax, AMT, capital gains, and retirement-distribution taxes—with integrated state computations for… 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

• CCH ProSystem fx Planning — where it wins

  • Models federal and integrated state tax calculations
  • Compares up to 30 scenarios across up to 10 years
  • Imports base-year amounts from CCH tax products

  Where it doesn't

  • Pricing requires a quote-based sales process
  • Best ecosystem fit depends on CCH Axcess Tax or ProSystem fx Tax
  • Client communication centers on letters rather than in-product collaboration

• 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

• CPCCH ProSystem fx Planning9.1/10 · Pricing on request

  A deep CCH-connected planner for firms modeling complex federal and state tax outcomes.

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

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

  Visit HolistiplanFull verdict →