# Holistiplan Reviews **Vendor:** Holistiplan **Category:** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) **Average Rating:** 5.0/5.0 **Total Reviews:** 6 ## About Holistiplan Holistiplan is an award-winning tax planning software that transforms how financial advisors analyze and plan taxes for their clients. With advanced OCR technology, Holistiplan rapidly reads and processes tax returns, creating customized, white-labeled reports that uncover key tax planning opportunities. This efficient approach enables advisors to provide comprehensive tax strategies with greater accuracy and ease. In addition to tax planning, Holistiplan features an innovative Insurance Risk Management Tool designed to help advisors evaluate clients' home, auto, and umbrella insurance coverage. This tool includes capabilities like an instant home rebuilding cost estimator and identifies potential coverage gaps, supporting advisors in delivering well-rounded financial advice that extends beyond taxes. Holistiplan automates the tax review process, freeing up advisors to focus on building stronger client relationships and developing strategic plans. By turning complex financial data into clear, actionable insights, Holistiplan enhances client engagement and empowers clients to make informed decisions. With a wide array of features that uncover hidden opportunities and support holistic financial planning, Holistiplan enables advisors to deliver exceptional value and differentiate themselves in a competitive market. ## Holistiplan Pros & Cons **What users like:** - Users value the **affordability** of Holistiplan, making tax planning accessible and efficient for advisors at all levels. (1 reviews) - Users appreciate the **automation** of Holistiplan, simplifying the analysis of complex Federal tax returns for clear client communication. (1 reviews) - Users appreciate the **clarity in client communication** provided by Holistiplan, enhancing discussions about complex tax scenarios. (1 reviews) - Users value the **personalized client management** features of Holistiplan, enhancing their financial planning experience significantly. (1 reviews) - Users benefit from the **efficient client portal** , simplifying tax document uploads and scenario analysis for seamless client interactions. (1 reviews) - Communication (1 reviews) - Users praise the **outstanding customer support** of Holistiplan, which enhances their understanding of tax calculations and rules. (1 reviews) - Customization (1 reviews) - Users find Holistiplan to be exceptionally **easy to use** , enhancing their ability to navigate complex tax scenarios effectively. (1 reviews) - Educational Resources (1 reviews) **What users dislike:** - Users feel that Holistiplan is becoming **expensive each year** , wishing for additional features like tax transcript downloads. (1 reviews) - Users find the **range calculations confusing** , though the "What Does It Mean?" feature provides some clarity. (1 reviews) ## Holistiplan Reviews ### 1. Valuable Tax Analysis and Tax Planning Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sridhar(Sri) K. | Fee=Only Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Holistiplan?** Holistiplan is an easy to use, automated tool for analyzing client's Federal tax return. It provides amazing insights and it is educational for the advisor as well as the client. It identifies a number of tax breaks and clearly lays out why the client may/may not be eligible based on their complex MAGI calculations. It also calculated IRMAA for clients covered under Medicare. The Observation section is also aweome. The tool is perfect for having a clear converstaion with the client even if I am not a tax accountant. The sceanrio analysis is also veruy helpful in identifying Roth conversions, increasing charitable contributions, property sales and harvesting long-term gains and losses. Tax laws are complex and the tool has made it easy to navigate the changes. I am very happy using the tool. As an advisor, it is one of the most valuable additions to my tech toobox. Great job! Keep up the updates!! **What do you dislike about Holistiplan?** There are always room for improvement, right? The following are areas that would be great additions: Add Schedule E, especially Rental Property, to the analysis. Add YoY Report (basically combine two prior year tax reports) - similar to side-by-side scenario analysis. Add State Tax analysis report (been told it is complex) . I do not have the state scenario analysis tool. P&C Insurance analysis is available only at highest level subscription. The observation secton can be dynamic, i.e. insert penaly amount for example. Overall, I would like to see the above improvements. **What problems is Holistiplan solving and how is that benefiting you?** Clarity on Taxes Easy to Explain to Clients their tax situation Effect of changes to certain actions ### 2. Taught a tax newbie a lot about taxes **Rating:** 5.0/5.0 stars **Reviewed by:** Laura R. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Holistiplan?** I enjoy the tax report, as well as the tax explainer. I work with Scenario Analysis all the time, with all of my clients. It's especially helpful with Roth conversion calculations. I like that I can save a step by giving a personal link to clients to upload their taxes directly into the software. I have connected Wealthbox to Holistiplan, which is also helpful. **What do you dislike about Holistiplan?** The range calc min/max is not always that easy to understand. The addition of the pop out: What Does It Mean? is helpful. **What problems is Holistiplan solving and how is that benefiting you?** I belong to an organization, ACP (the Alliance of Comprehensive Planners) that stresses the importance of tax planning for financial planners. Before Holistiplan came on the scene, I was entering numbers manually into CFS Tax software and was considering taking a course to become an Enrolled Agent. Holistiplan automatically reads my clients uploaded tax returns, creates a scenario analysis so I can see how changes will affect their taxes, as well as their medicare premiums, and also makes recommendations (and integrates with resources from FPathfinder!) ### 3. A true Holistifan says... **Rating:** 5.0/5.0 stars **Reviewed by:** Morris S. | Founder, owner, and chief client relations officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Holistiplan?** Practical applications to deliver a personal finanical planning experience to our clients . **What do you dislike about Holistiplan?** Nothing comes to mind right now. If I really pressed into the deep caverns of my brain I could probably come up with something. Oh yeah, sometimes when using it, the beauty of its application makes me weep. **What problems is Holistiplan solving and how is that benefiting you?** To name a few: Tax voucher estimates;Roth conversions, pre Social Security cash flow optimization; pre RMD cash flow optimization; Legacy planning; IRA distribution withholding optimization;Affordable care act planning; Coordination of data for CPA's (tax letter); Roth 401(k) decision tree; QCD planning and execution; Donor advised fund decision tree and execution; Itemized deductions planning, medical, gifting, and bunching; RMD horizon and impact planning; Capital gains: Estimates and impact; Tax loss harvesting. ### 4. Holistiplan Makes the Tax Planning Process so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Holistiplan?** Prior to Holistiplan I was a user of the more traditional tax planning applications but limited my efforts to only key clients because the proess to plan was difficult and tedious. Holistiplan has made tax planning so much easier from first being able to scan a return and having its content already formated and available to analyze. Prior to Holistiplan, one would spend time keying information into software to set up a client to even complete any analysis. With Holistiplan, once the return is uploaded then there is an analysis of the results so that you immediately know key details about a client. What tax bracket are they in. If they are over 65 are they subject to IRMAA. Can they make a Roth IRA contribution is another good immediate response. Next one can then move into the Scenario Analysis and do pro forma scenarios to help create plans for the next tax year and even later years with or without current tax law changes. Now, I do not work with a client without obtaining their tax return and then running it through Holistiplan so I know where they stand with their taxes both US and State and City. There are occasions where a question will come up about a tax calculation and the support team are quick to respond with a complete explanation of the calculation so I also learn more about tax rules at the same time. **What do you dislike about Holistiplan?** While it is doable to start without a tax return to uplaod to get the full benefits of Holistiplan you must have a tax return that has all of its pages **What problems is Holistiplan solving and how is that benefiting you?** What is my clients current tax situation and what are my options about to minimize taxes or maximize income brackets ### 5. Makes Tax Planning Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Holistiplan?** Easy to use. Always improving. Great visuals. Outstanding customer support. **What do you dislike about Holistiplan?** Getting more expensive every year. I wish they would offer their own version of tax status for downloading tax transcripts. **What problems is Holistiplan solving and how is that benefiting you?** Helping clients better understand their taxes. Help with tax withholding estimates while transitioning to retirement. Modeling the benefits of QCDs and Roth conversions. ### 6. Amazing software and service **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2024 **What do you like best about Holistiplan?** The ability to show our clients how a Roth Conversion can add to their portfolios,by tax savings and evaluating their tax picture. This enables us to provide better service to our clients. **What do you dislike about Holistiplan?** There is nothing we don't love about Holistiplan! **What problems is Holistiplan solving and how is that benefiting you?** Problems solved: Tax planning Roth Conversion Integration of retirement planning for self employed clients Great financial planning integration - [View Holistiplan pricing details and edition comparison](https://www.g2.com/products/holistiplan/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+10%3A32%3A37+-0500&secure%5Bsession_id%5D=a51cc84c-c0a8-4ead-a69b-48d431fa7651&secure%5Btoken%5D=24bbedf5acb30d6f030ff14b3fc6a484f3be81b733f6cc72c36aa3cfffda2ed5&format=llm_user) ## Holistiplan Features **Platform Additional Functionality** - Cloud - Portal **Platform Content** - Automation **Platform Data** - Dashboard **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Holistiplan Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (820 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (688 reviews)