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The #1 Tax Planning Platform for CPAs
Trusted by 10,000+ Firms
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Upload a 1040 and instantly surface tax savings and planning gaps your clients didn't know existed
From tax returns to client conversations
The growth engine hiding in your existing client work
You already have the data.
What’s missing is how you show it.
Turn a static tax return into a clear, visual report that helps clients understand what happened and what to do next.
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Upload a client’s tax return (PDF)
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Receive a clear, client-ready tax report
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Use it to guide more informed planning conversations
Turn every return into a tax planning opportunity
Holistiplan is trusted by 10,000+ firms and tested across 20 million pages of tax returns to deliver accurate, client-ready tax planning insights.
It’s designed to help you show your value, not just deliver the work.
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Proven at scale across firms of all sizes
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Secure, fast and audit-ready
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Designed to fit real advisory workflows.
10k+
50k+
20M+
1M+
Real Advisors. Real Impact.
Melissa Joy of Pearl Planning shares how Holistiplan helped her find a DFA gift itemization that resulted in a big tax savings that a client's tax preparer had missed.
Monica Osborne of Jones & Roth walks through why her clients love Holistiplan's two-page report, resulting in a better client experience and improves follow-through on client advice.
Turn tax work into something clients understand and pay for
Increase Fees
Start Advisory
Stand Out
Build Client Trust
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.
From upload to insight in seconds
OCR-powered upload
Automated insights
Client-ready reports
Scenario modeling tools
Schedule B detection
Audit-ready outputs
Scalable across all clients
Scalable across all clients
Built for CPAs
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Roth Conversions |
Uncover Roth Opportunities in Seconds
Show clients exactly how much to convert to stay in their ideal tax bracket. The Roth Projection tool models the long-term impact instantly, so year-end conversations become confident, visual, and action-oriented.
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Scenario Analysis |
No More "it depends" Conversations
Scenario Analysis lets you instantly model “what if” moves — like taking extra income, realizing gains, or making charitable gifts — and show clients the tax impact side-by-side. Decisions become clearer, faster.
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Range Calc |
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.
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Tax Report |
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.
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Book Your Exclusive Demo
See how Holistiplan transforms tax returns into growth opportunities in minutes. In your demo, you’ll discover how to: