Holistiplan review
A web-based tax analysis suite for advisors who need client-ready planning scenarios.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Holistiplan pros and cons
- 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
Holistiplan fact sheet, pricing and score →
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