Covisum Tax Clarity vs Holistiplan

Covisum Tax Clarity has no write-up on Specifiction yet; its figures are above.

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.