Skip to content
SPECIFICTION
Get listed

Holistiplan

holistiplan.com

From $62.42/mo Free trial WebAPI
Visit holistiplan.com
Spec score 8.0 #6 of 27 in Tax Planning Software

What it is

Holistiplan brings tax, estate, and insurance planning tools together for financial advisors and their clients. It scans detailed tax returns and creates reports that show marginal tax brackets and state tax hints. Scenario Analysis models and visualizes possibilities for the next tax season, while Tax Explainer interactively details how and why a client's taxes are calculated. Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator. Estate tools include Estate Report, Asset Diagram, and Beneficiary Report. The platform also supports multi-year projections, capital gains and retirement income modeling, data import, and client collaboration. Listed integrations include fpPathFinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces. Basic Tax costs $749 a year and Premium Tax costs $1,499 a year, billed annually; both start at 30 households and cover up to 750. A 7-day trial is available, but there is no free plan. Uploaded documents must be PDF files under 50 MB.

Spec sheet

Purpose
Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients.Read 30 Sep 2026 · holistiplan.com
Integrations
Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces.Read 30 Sep 2026 · holistiplan.com
Security
The pricing page lists multi-factor authentication security and SOC 2 Type II.Read 30 Sep 2026 · holistiplan.com
Support
Users can contact support from within a page in Holistiplan or by emailing [email protected].Read 30 Sep 2026 · help.holistiplan.com
Founded
2019Read 28 Sep 2026 · holistiplan.com
API limits
The public API uses OAuth 2.0 client credentials, API v2, and is limited to 1,000 requests per hour per production client.Read 30 Sep 2026 · help.holistiplan.com
Company origin
Holistiplan says its founders are CFP financial planners and that the founding idea began in 2019.Read 30 Sep 2026 · holistiplan.com
Data protection
Pay stubs are encrypted in transit with TLS 1.2 or higher, encrypted at rest, protected by role-based access controls and MFA, and access is audit logged.Read 30 Sep 2026 · help.holistiplan.com
Estate planning
Estate features include Estate Report, Asset Diagram, and Beneficiary Report tools.Read 30 Sep 2026 · holistiplan.com
Insurance planning
Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator.Read 30 Sep 2026 · holistiplan.com
Public API
The public API is available subject to interview and approval from Holistiplan.Read 30 Sep 2026 · holistiplan.com
Scenario analysis
Scenario Analysis models and visualizes possibilities for the next tax season.Read 30 Sep 2026 · holistiplan.com
Tax explainer
Tax Explainer is an interactive tool that details how and why a client's taxes are calculated.Read 30 Sep 2026 · holistiplan.com
Tax reports
The platform scans detailed tax returns and produces tax reports showing marginal tax brackets and state tax hints.Read 30 Sep 2026 · holistiplan.com
Upload limit
Uploaded documents must be PDF files under 50 MB.Read 30 Sep 2026 · help.holistiplan.com

Plans and prices

Basic Tax $749 a year annually starts at 30 households · up to 750 households Read 30 Sep 2026 · stratumtax.com
Premium Tax $1,499 a year annually starts at 30 households · up to 750 households Read 30 Sep 2026 · stratumtax.com
Enterprise Priced on request more than 750 households Read 30 Sep 2026 · holistiplan.com
Starter Insurance Priced on request module pricing shown after selecting a plan Read 30 Sep 2026 · holistiplan.com

Every Holistiplan plan and price →

Strong points and limits

Strong points

  • Scans tax returns and creates tax reports
  • Models next-season scenarios and multi-year projections
  • Includes home, auto, umbrella, and estate planning tools
  • Lists integrations with advisor and planning products
  • Supports data import and client collaboration

Limits

  • No free plan
  • Uploaded documents must be PDFs under 50 MB
  • Public API access requires interview and approval
  • API limited to 1,000 requests per hour per production client

Who it suits

Holistiplan suits financial advisors who want tax, insurance, and estate planning tools for themselves and their clients. Its household-based tax plans are listed for practices with 30 to 750 households.

Verdict

Holistiplan brings several planning areas into one platform, with specified tax plans and a 7-day trial. Advisors needing the public API should note its approval process and request limit.

Where Specifiction places it

Alternatives to HolistiplanAll alternatives →