Holistiplan
Holistiplan: A web-based tax analysis suite for advisors who need client-ready planning scenarios. Ranked #7 of 28 in Tax Planning Software by our editors (7.9/10); pricing: 7-day trial; best for advisors needing client-ready analysis.
At a glance
- Editor score7.9 / 10
- Pricing7-day trial
- Best forAdvisors needing client-ready analysis
- Free planNo
- Scenario modelingYes
- Founded2019
- Facts checked21 Sep 2026
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
Our verdict on Holistiplan
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 discuss federal and state taxes, capital gains, Roth conversions, retirement plans, charitable giving, and related strategies with clients. Its web-based platform also supports client-ready and shareable reporting, collaboration, and API access.
The published plans are Basic Tax and Premium Tax, both offered as annual packages. Basic Tax includes automated federal tax return and transcript scanning, auto-generated federal tax reports, federal scenario analysis and projection modeling, client-ready summary reports, unlimited users, multi-factor authentication, and SOC 2 Type II security. Premium Tax includes everything in Basic Tax, then adds state tax scenario analysis, multi-year Roth conversion projections, tax preparation letters, a Step-by-Step Tax Explainer, and cash flow visualization. A seven-day free trial is available, making it possible to evaluate the workflow before committing to a paid package.
Holistiplan’s ecosystem fits advisory practices that already work with tools such as Redtail, Wealthbox, Jump, Zocks, Asset Map, PreciseFP, Kitces, and fpPathfinder. SSO connections include Okta, Microsoft Entra ID, and OneLogin, while Salesforce and Google are also supported. The main distinction between the plans is meaningful: firms needing state analysis and deeper Roth modeling will need Premium Tax. The product is a strong fit for advisors who want tax analysis and presentation materials in one workflow, but firms seeking estate-planning functionality should consider alternatives until that capability is available.
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Holistiplan pricing
All 2 Holistiplan plans and prices →
Holistiplan fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Scenario modeling | Yes |
| Multi-year projection | Yes |
| Capital gains modeling | Yes |
| Retirement income modeling | Yes |
| Data import | Yes |
| Client collaboration | Yes |
| Free trial | 7 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 13 integrations: Redtail, Wealthbox, Jump, Zocks, Asset Map, PreciseFP … See all → |
| Pricing | 7-day trial (source) |
| Website | holistiplan.com |
| Facts checked | 21 Sep 2026 |
Holistiplan integrations
Holistiplan lists 13 integrations on its own site.
- Redtail
- Wealthbox
- Jump
- Zocks
- Asset Map
- PreciseFP
- Kitces
- fpPathfinder
- Okta
- Microsoft Entra ID
- Salesforce
- OneLogin
See all Holistiplan integrations →
Alternatives to Holistiplan
- CCH ProSystem fx PlanningA deep CCH-connected planner for firms modeling complex federal and state tax outcomes.9.1
- Planner CSA planning workspace for federal, state, multi-year, and scenario-based tax analysis.9.0
- Thomson Reuters Ready to AdviseA guided tax-planning workflow for firms that want structured advisory delivery.8.9
See all Holistiplan alternatives →
Holistiplan vs the competition
- Holistiplan vs CCH ProSystem fx Planning
- Holistiplan vs Planner CS
- Holistiplan vs Thomson Reuters Ready to Advise
- Holistiplan vs BNA Income Tax Planner
- Holistiplan vs TaxStatus
- Holistiplan vs Corporate Tax Analyzer
Compare Holistiplan with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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