Holistiplan

Bookmark: https://app.holistiplan.com/login

Using advanced OCR technology, Holistiplan can read an uploaded tax return and create a customized tax report complete with relevant observations in just seconds. Yes, seconds.

The system can pre-fills a scenario analysis screen allowing us to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.

We have a firm level account and new users may request access by contacting the CCO.