Webinar

▶  Available On-Demand

How CPAs and EAs can make tax planning click

Prudence Zhu, CPA, CFP, CFT

Prudence Zhu, CPA, CFP®, CFT™

Founder of Baoba USA and Enso Financial

(Speaker)

Communicating the value of tax planning can be challenging, yet it's one of the most effective ways CPAs and EAs can strengthen relationships and grow their firms. In today's AI-driven world, clear, client-centered communication supported by tools like Holistiplan sets trusted advisors apart.


Join Prudence Zhu, MBA, CPA, CFP®, founder of Baoba USA, to learn how to position tax planning as the foundation of financial clarity and client confidence through practical, proven strategies that drive engagement and trust.

You'll learn how to:

  • Shift from compliance to advisory conversations

  • Simplify complex ideas through storytelling

  • Demonstrate ROI and build lasting trust

10k+

Firms

50k+

Advisors

20M+

Pages of Tax Returns

1M+

Families with Access to Tax Planning

Get scalable, automated tax insights for every client

Spreadsheets and guesswork slow you down. Holistiplan’s automation uncovers opportunities instantly and frees time for clients.

Client-ready, compliance-approved reports in seconds
Turn tax reviews into growth drivers
Grow 500 bps more than your peers
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Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Book Your Exclusive Demo

See how Holistiplan transforms tax returns into growth opportunities in minutes. In your demo, you’ll discover how to:

Upload a 1040 and get instant insights
Identify hidden assets that grow your AUM
Share client-ready, audit-proof reports
Take the next step toward scaling your practice and delivering more value to every client.