Holistiplan pricing
4 plans read from holistiplan.com
Basic Tax$749 a year annuallystarts at 30 households · up to 750 households Read 30 Sep 2026 · stratumtax.com
Premium Tax$1,499 a year annuallystarts at 30 households · up to 750 households Read 30 Sep 2026 · stratumtax.com
EnterprisePriced on request more than 750 households Read 30 Sep 2026 · holistiplan.com
Starter InsurancePriced on request module pricing shown after selecting a plan Read 30 Sep 2026 · holistiplan.com
In short
- Holistiplan has a free plan (Enterprise).
- A free trial is offered.
- Paid plans published: 2, from $749 a year.
- 2 plans are priced on request (Enterprise, Starter Insurance).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Instead | — | Yes | No |
| Bloomberg Tax | — | No | No |
| Catalyst Tax Insights | $4.08/mo | Yes | Yes |
| TaxCalc | £3.50/mo | No | Yes |
| CFS TaxTools | $19.92/mo | No | Yes |
| Optiml | C$8.25/mo | No | Yes |
| Dhanlytics | — | Yes | No |
| Hazel AI Tax Planning | $160/mo | No | Yes |