Deliver Tax Planning to Every Client in 45 Seconds (Not 45 Hours)

Financial advisors using Holistiplan analyze complete tax returns instantly, spot $30,000+ savings opportunities, and retain more clients than any other technology
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Turn hours of manual tax analysis into seconds automated insights
Client-ready, compliance-approved reports in seconds
Model tax scenarios instantly for smarter planning
Grow 500 bps more than your peers

Grow AUM with every tax return

Holistiplan automates tax return analysis so you can meet more clients and grow faster
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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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Built by Advisors for Advisors

Streamline your tax planning with Holistiplan so you can focus on growth and relationships

Grow Your AUM

Discover hidden accounts and assets directly from client tax returns.

Save More Time

Upload a 1040 and get instant insights in under 60 seconds

Stand Out

Deliver proactive tax planning that sets you apart from competitors

Build Client Trust

Share clear, audit-ready reports that build confidence
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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. 

Matt Smith of Concert Financial Planning explains why he is a "lifelong subscriber" to Holistiplan, including how the Holistiplan team highlighted a $30,000 tax error a client's tax advisor had made.

Tim Gomez of WealthClarity tells the story of a client who wanted to maximize investment savings on a real estate investment, and how he used Holistiplan to communicate tax savings in advance and discover an $8,000 tax savings.

20k+

Advisors

20M+

Pages of Tax Returns

1M+

Families with Access to Tax Planning

No more hours lost on tax prep – Automate your work with Holistiplan

Holistiplan uses OCR technology to scan and analyze tax returns in seconds. Instead of combing through 1040s line by line, you get instant insights, including unmanaged accounts flagged through Schedule B, plus visual, client-ready reports you can share immediately.

Instant analysis from a single PDF
Hidden opportunities revealed automatically
Clear reports for client conversations
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From upload to insight in seconds

Every feature is designed to save time, uncover opportunities, and build client trust.

OCR-powered upload

Instant scanning and analysis of tax returns.

Schedule B detection

Automatically flags unmanaged accounts and hidden assets.

Automated insights

Highlights tax planning opportunities in seconds.

Client-ready reports

Simple charts and summaries for client conversations.

Scenario modeling tools

Test Roth conversions, gifting, and other strategies instantly.

Audit-ready outputs

Compliant documentation for firm and home office.

Scalable across all clients

Works for every return, not just HNW households.

Advisor-focused design

Built by advisors, for advisors, to fit your workflow.
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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:

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.