Planner CS vs Holistiplan

Planner CS9.0Visit Holistiplan7.9Visit

Higher score Planner CS #2 in Tax Planning Software 9.0/10 Pricing on request ✓ 3 of 6 features Visit Planner CS

vs

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

• Planner CS fits best

  UltraTax and GoSystem users

• Holistiplan fits best

  Advisors needing client-ready analysis

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Side by side

Feature	Planner CS 9.0/10 Visit ↗	Holistiplan 7.9/10 Visit ↗
At a glance
Editor score	9.0	7.9
Ranking	#2 in Tax Planning Software	#7 in Tax Planning Software
Best for	UltraTax and GoSystem users	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	Cloud
Support	Phone, Live chat	Email, Docs
Integrations	2 integrations	13 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Planner CS 3/6 · Holistiplan 6/6
Scenario modeling	✓	✓
Multi-year projection	✓	✓
Capital gains modeling	Not checked yet	✓ (best)
Retirement income modeling	Not checked yet	✓ (best)
Data import	✓	✓
Client collaboration	Not checked yet	✓ (best)
Our review
Pros	Projects federal, state, resident, and nonresident tax outcomes Compares multiple scenarios with Result Finder what-if analysis Imports client data from UltraTax CS and GoSystem Tax RS	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 contacting sales Listed integrations focus on two tax systems Designed for accounting and tax professionals rather than general taxpayers	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	Planner CS is tax planning software from Thomson Reuters for accountants and tax professionals. It supports federal and state tax projections, multi-year planning, resident and nonresident state analysis, withholding calculations, 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

• Planner CS — where it wins

  • Projects federal, state, resident, and nonresident tax outcomes
  • Compares multiple scenarios with Result Finder what-if analysis
  • Imports client data from UltraTax CS and GoSystem Tax RS

  Where it doesn't

  • Pricing requires contacting sales
  • Listed integrations focus on two tax systems
  • Designed for accounting and tax professionals rather than general taxpayers

• 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

• Planner CS9.0/10 · Pricing on request

  A planning workspace for federal, state, multi-year, and scenario-based tax analysis.

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

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

  Visit HolistiplanFull verdict →