Holistiplan
Holistiplan Pricing Plans
Basic Tax
AnnuallyFor households up to 750
$1,599 /Annually
Highlights
Automated federal tax return
Instant federal tax report
Unlimited users
Multi-factor authentication
7-day free trial
Key Features
Automated federal tax return and transcript scanning
Instant, auto-generated federal tax report
Federal tax scenario analysis & projection modeling
Visualize impact of incremental income on tax rates, credits, and deductions
Client-ready summary reports
Multi-factor authentication security, SOC 2 Type II
Unlimited users
Premium Tax
AnnuallyFor households up to 750 with more features
$1,999 /Annually
Highlights
Includes everything in Basic
State tax scenario analysis
Multi-year Roth conversion projections
Access to 10+ CFP CE Credits
7-day free trial
Key Features
Automated federal tax return and transcript scanning
Instant, auto-generated federal tax report
Federal tax scenario analysis & projection modeling
Visualize impact of incremental income on tax rates, credits, and deductions
Client-ready summary reports
Multi-factor authentication security, SOC 2 Type II
Unlimited users
State tax scenario analysis & projection modeling
Multi-year Roth conversion projections
Generate tax preparation letters
Step-by-Step Tax Explainer for returns
Narrative-style QCD and DAF explanations
Cash flow visualization of income and expenses
Tax return upload link for clients
Age-related reminders to clients
Access to 10+ CFP CE Credits
1:1 video sessions with senior support specialists
Enterprise
For more than 750 households
Custom
Highlights
Custom pricing for large needs
Contact for more details
7-day free trial
Key Features
Automated federal tax return and transcript scanning
Instant, auto-generated federal tax report
Federal tax scenario analysis & projection modeling
Visualize impact of incremental income on tax rates, credits, and deductions
Client-ready summary reports
Multi-factor authentication security, SOC 2 Type II
Unlimited users
State tax scenario analysis & projection modeling
Multi-year Roth conversion projections
Generate tax preparation letters
Step-by-Step Tax Explainer for returns
Narrative-style QCD and DAF explanations
Cash flow visualization of income and expenses
Tax return upload link for clients
Age-related reminders to clients
Access to 10+ CFP CE Credits
1:1 video sessions with senior support specialists