Holistiplan

Holistiplan is an award-winning tax planning software for financial advisors and tax professionals, with the goal of simplifying and expanding the tax, insurance, and estate planning processes within financial planning.\n\nPurpose: To help financial professionals review tax documents for clients, assess the tax impact of scenarios such as Roth conversions, tax-efficient withdrawals, and charitable giving, and quickly identify insurance coverage gaps and develop plans to avoid probate and reduce estate taxes, inheritance taxes, and capital gains taxes.\n\nKey capabilities: The company states that its OCR algorithm can parse tax documents in about 45 seconds, turn numbers into visual results, and project tax impacts and liabilities with dollar-level precision; it supports insurance planning (scanning homeowners, auto, and umbrella policies), estate planning, and platform integrations. The product emphasizes providing relatively complete planning tools within a single platform, including features such as Tax Report, Range Calc, and difference column toggling, for comparing different decision scenarios.\n\nHow to use: The company offers a seven-day free trial and allows contacting the team for a demo; customers include financial advisors and tax professionals. Specific registration, pricing, and integration steps are not currently provided.\n\nUse cases: Financial advisors providing tax planning services to clients, non-tax professionals understanding a client's tax situation, and assisting decision-making in insurance and estate planning.\n\nLimitations: The materials do not provide specific pricing, fees, supported platforms, data security details, or a complete feature list; some promotional statements (such as customer reviews and award years) come from official sources and have not been independently verified.