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The #1 Tax Planning Platform
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
Consistent tax planning across your entire client base
The growth engine hiding in your client files
Discover how the tax return, your most overlooked asset builder, can reveal insights that drive new revenue and deeper client relationships.
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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
Built by Advisors for Advisors
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 make tax planning simple to start, easy to repeat, and safe to scale.
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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.
Deliver Tax Insights That Win Trust and Retain Clients
Grow Your AUM
Quick Insights
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
Advisor-focused design
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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: