Products

Holistiplan
Holistiplan
Physician Finance & Tax
Holistiplan is an award-winning AI-powered software for financial advisors that automates tax planning, estate, and insurance analysis, enabling optimized financial strategies for clients.

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About Holistiplan

Holistiplan is an award-winning financial planning software company that empowers financial advisors and CPAs to deliver comprehensive financial planning at scale. The platform utilizes AI-powered Optical Character Recognition (OCR) technology to quickly scan and analyze key financial documents, such as tax returns, estate plans, and insurance policies, in seconds. This automation helps advisors save significant time on manual review and data entry, allowing them to focus on providing strategic advice and building stronger client relationships.

For physicians, Holistiplan can be a valuable tool for their financial advisors to identify tax-saving strategies, assess insurance coverage gaps (including home, auto, and umbrella policies), and streamline estate planning. The software generates client-ready reports and scenario analyses, making complex financial information digestible and actionable for clients. This enables advisors to offer more holistic and efficient financial guidance, addressing critical areas like Roth conversions, tax-efficient withdrawals, charitable giving, and asset protection.

Focus Areas

Tax planning Financial planning Estate planning Insurance planning Wealth management Financial advisor software OCR technology AI for financial planning

Business Intelligence

TechnologyCloud-native, AI, OCR (Optical Character Recognition) technology

What Physicians Need to Know

Tax Planning
Holistiplan specializes in automated tax return scanning, identifying tax-saving opportunities, and generating client-ready tax reports. It allows advisors to model various scenarios like Roth conversions, income timing, and deduction optimization, and provides multi-year projections.
Financial Planning
The platform helps advisors deliver comprehensive financial guidance by simplifying tax analysis, estate projections, and wealth transfer planning. It supports enriched analyses of 529 plan distributions, IRA and Roth IRA contributions, HSA contributions, and NIIT impact.
Estate Planning
Holistiplan offers tools for advanced estate planning, providing insights on wills, living trusts, beneficiaries, powers of attorney, and advanced medical directives. It helps optimize tax strategies for wealth transfer and assists in visualizing estate distributions.
Insurance Planning
The software includes capabilities to quickly scan and assess home, auto, and umbrella insurance policies to identify coverage gaps and actionable insights.
Wealth Management
Holistiplan supports wealth management professionals by providing tools for tax optimization and planning, helping to identify opportunities for Roth conversions, tax-efficient withdrawals, and charitable giving.
Financial Advisor Software
Built by financial planners for financial planners, Holistiplan aims to streamline workflows, reduce manual data entry, and enhance client communication with easy-to-understand reports.
OCR Technology
Holistiplan utilizes Optical Character Recognition (OCR) technology to quickly and accurately read client tax returns (Form 1040 PDFs) and extract key data in seconds, significantly reducing manual data entry.
AI for Financial Planning
The platform leverages AI-powered scanning to rapidly analyze tax returns and generate planning reports, automating prep and notes for client meetings.
Key Differentiators
Holistiplan stands out due to its fast and accurate AI-powered tax return scanning, client-ready visual reports, simple scenario modeling for live client meetings, and strong data security (SOC 2 Type II). It focuses on ease of use and client communication over deep technical tax functionality, making complex tax analysis accessible to advisors.
Technology Stack
Holistiplan's core technology includes its proprietary calculation engine, validated against numerous real tax returns, and highly accurate OCR. It is designed to integrate seamlessly with a comprehensive tech stack used by financial advisors.
Physician Tip

For physicians, Holistiplan can be particularly beneficial by streamlining complex financial and tax planning. It helps advisors quickly analyze a physician's unique income and investment situations, identify tax-saving opportunities relevant to high-net-worth individuals, and clearly communicate intricate financial strategies. The ability to model various scenarios, such as Roth conversions or charitable giving, can help optimize a physician's financial plan for retirement, wealth transfer, and managing significant income. The software's focus on clear, client-ready reports can also enhance understanding and trust between physicians and their financial advisors.

Holistiplan offers a robust integration ecosystem, connecting with major financial planning platforms like eMoney, MoneyGuidePro, and RightCapital. It also integrates with CRM systems such as Redtail and Wealthbox to reduce redundant data entry and streamline workflows. Other integrations include Orion, Jump AI, Zocks, Asset Map, PreciseFP, Kitces, GReminders, and various Single Sign-On (SSO) solutions like Okta, Entra ID (formerly Azure AD), Salesforce, Google, and OneLogin. These integrations allow for bidirectional data flow, enabling custom workflows and enhancing overall efficiency within an advisor's tech stack.

Products by Holistiplan

1 product in the directory

Holistiplan
Holistiplan
Physician Finance & Tax
Holistiplan is an award-winning AI-powered software for financial advisors that automates tax planning, estate, and insurance analysis, enabling optimized financial strategies for clients.

What the Web Says

Holistiplan is a tax planning software primarily used by financial advisors to analyze client tax returns and identify planning opportunities. It is praised for its efficiency, ease of use, and ability to generate client-ready reports quickly. While many users find it valuable for individual tax planning and Roth conversions, some express concerns about recent price increases and limitations with complex entity structures or multi-state tax planning. The company culture is generally viewed positively, with an emphasis on work-life balance and professional development.

Overall: Positive

Strengths

  • Easy to use and understand, even for non-tax professionals.
  • Automates tax return analysis, saving significant time.
  • Generates clear, client-friendly reports and visuals.
  • Excellent for identifying Roth conversion opportunities and other tax planning strategies.
  • Strong customer support.
  • Positive company culture with good work-life balance and professional development opportunities.

Limitations

  • Recent significant price increases have caused concern among users.
  • Limited in handling complex entity structures (e.g., multiple LLCs or S Corps).
  • Does not read state tax returns, requiring manual workarounds for multi-state clients.
  • Scenario analysis may not be robust enough for all complex situations.
  • Lacks batch processing for high-volume practices.
  • CRM integrations may require manual data refresh.

Based on reviews from: G2, Reddit, checkthat.ai, unclekam.com, Indeed

Last updated: 2026-10-28

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Press & Coverage

Newswire.com
Holistiplan, the Market Leader in Tax Planning Software, Unveils Tax Report 2.0 With Next-Level Visualizations and Enhanced Insights
Holistiplan launched Tax Report 2.0, an upgrade to its tax planning software featuring enhanced visuals, charts, and expanded insights on MAGI Planning Consideration, Medicare Premiums, and Tax Efficiency of Portfolio Income. This update aims to simplify tax planning for advisors and improve client understanding.
2024-09
Holistiplan
Holistiplan Announces 2026 Enterprise Customer Advisory Board
Holistiplan formed its 2026 Enterprise Customer Advisory Board, comprising representatives from major broker-dealers and RIAs, to guide the evolution of its tax planning technology for large-scale advisor networks. This initiative aims to refine how tax planning technology operates across large advisory organizations.
2026-05
Newswire.com
Holistiplan Appoints Stephen Langlois to Board of Directors
Holistiplan appointed Stephen Langlois, a veteran in wealth management and fintech, to its Board of Directors. Langlois's experience is expected to help Holistiplan expand its capabilities and reach more advisors, particularly in scaling platforms that empower financial professionals.
2026-03
Holistiplan
Holistiplan Leads Tax Planning Software Category With 39% Market Share in T3 Tech Survey, Expands Workflow Automation and AI Capabilities in 2026 Roadmap
Holistiplan maintained the largest market share in tax planning software for the fifth consecutive year, according to the 2026 T3/Inside Information Software Survey. The company reported significant growth in 2025 and outlined plans for expanded workflow automation and AI capabilities in 2026, including new integrations and an estate module.
2026-03
Holistiplan
Holistiplan and Jump Announce Integration to Power Smarter, More Contextual Tax Conversations
Holistiplan announced an integration with Jump, an AI-powered operating system for financial advisors. This partnership will allow advisors to bring tax context directly into client meetings, enhancing efficiency and enabling more informed discussions by surfacing key tax details within Jump.
2026-03
Zocks Press
Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation
Holistiplan partnered with Zocks, an AI assistant for financial advisors, to integrate Holistiplan's tax planning data and insights into the Zocks AI platform. This collaboration aims to streamline advisor workflows through AI-powered automation.
2025-09
T3 Technology Hub
Holistiplan Makes Waves with Industry Award Recognition for Insurance Risk Review Tool
Holistiplan received a 2025 WealthManagement.com Industry Award for its insurance and personal risk review capabilities. This recognition highlights the platform's effectiveness in helping financial advisors identify coverage gaps and integrate risk management into comprehensive financial planning.
2025-11
PR Newswire
Holistiplan Surpasses 20,000 Advisor Users, Announces $20,000 Scholarship for Underrepresented CFP® Program Students
Holistiplan announced it has surpassed 20,000 advisor users and launched a $20,000 scholarship for CFP Program students from underrepresented groups. This milestone reflects the growing adoption of its tax planning technology among financial professionals.
2023-06

Frequently Asked Questions

Holistiplan streamlines tax planning for physicians and healthcare administrators by quickly analyzing client tax returns (1040s) using OCR technology. It identifies potential tax planning opportunities and provides actionable recommendations, helping to optimize tax strategies and potentially reduce tax liabilities.
Holistiplan is designed to be a complementary tool for financial advisors, and while it doesn't directly integrate with all wealth management platforms, it enhances the advisor's ability to provide comprehensive financial planning. Its output can be easily incorporated into broader financial plans developed using other software.
Holistiplan provides extensive support and training resources, including tutorials, webinars, and responsive customer service, to help financial advisors and their teams maximize the platform's utility. This ensures that users can confidently leverage its features for tax and financial planning.
Holistiplan prioritizes data security and compliance, employing robust encryption and security protocols to protect sensitive financial information. The platform is designed with industry best practices in mind to ensure the confidentiality and integrity of client data.
Holistiplan typically offers subscription-based pricing models that are designed to be flexible and scalable for financial advisory practices of various sizes. Specific pricing details are usually available upon request or through their website, allowing for solutions tailored to individual advisors or firms serving multiple healthcare professionals.
While Holistiplan's core strength lies in tax return analysis, the insights it generates are foundational for comprehensive financial planning, including identifying opportunities relevant to estate and insurance planning. By highlighting tax efficiencies, it allows advisors to reallocate resources more effectively across these areas.
Holistiplan has established itself as a reputable and growing company in the financial technology sector, known for its innovative approach to tax planning software. While specific partnerships benefiting healthcare-focused advisors may vary, its strong market presence indicates a stable and reliable platform.

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