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Start the year with tax planning built in
Most advisors only bring tax planning into conversations with a handful of clients, usually the ones where they already feel comfortable.
Clients are thinking about:
Gains & losses
Income changes
Roth conversion timing
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.
Strengthen Client Trust With Transparent Modeling
Get Roth Conversion Insights In Seconds
Show clients exactly how much to convert this year to stay in their ideal tax bracket. The Roth Projection tool models the long-term impact, so year-end conversations become confident, visual, and action-oriented.
No More “It Depends” Conversations
Scenario Analysis lets you instantly model “what if” moves before year-end — like taking extra income, realizing gains, or making charitable gifts — and show clients the tax impact side-by-side. Decisions become clearer, faster.
Spot The Thresholds That Matter
Range Calc makes it easy to show clients how income changes — like capital gains, bonuses, conversions, or unexpected distributions — push them into higher brackets or trigger surcharges.
Deliver a Client-Ready Tax Plan In 60 Seconds
The Tax Report turns a client’s return into a clean, easy-to-understand summary with personalized insights. No spreadsheets, no manual data gathering. Just a polished deliverable that helps clients see the value of your guidance and leaves every meeting feeling confident and informed.
"Holistiplan is a game changer. It makes tax projections inclusive of all scenarios, but it keeps the process simple enough to allow advisors and otherwise non-tax practitioners to use it. The ability to SEE the effect of potential decisions based on simple inputs and changes is powerful! The Tax Report is powerful! Range Calc is powerful! The ability to toggle the delta column is powerful!" MICHAEL MALMGREN - TAX STRATEGY MANAGER, MISSION WEALTH
“Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.” DEBRA TAYLOR CPA/PFS™, JD CDFA® - FOUNDER, WEALTH ADVISOR AND LEAD TAX PLANNER TAYLOR FINANCIAL GROUP
“Holistiplan has allowed us to keep and maintain more clients than any other piece of technology that we use. The ROI has been incredible.” BYRAN HAGGARD - FOUNDER & CEO, RETIREMITTEN FINANCIAL PLANNING
From upload to insight in seconds
Every feature is designed to save time, uncover opportunities, and build client trust.
OCR-powered upload
Schedule B detection
Automated insights
Client-ready reports
Scenario modeling tools
Audit-ready outputs
Scalable across all clients
Advisor-focused design
