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Holistiplan

Tax planning · Document parsing & data extraction

Reads client tax returns to build tax-planning reports, plus estate and insurance planning. ↗ holistiplan.com

Verified Oct 26, 2026 against the vendor's own pages

Visit Holistiplan Claim listing

Pricing

Annual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH).

↗ holistiplan.com/pricing

Integrations

  • Redtail
  • Wealthbox
  • Nitrogen
  • Asset-Map

↗ holistiplan.com/platform/integrations

Security & compliance claims

  • SOC 2 Type II
  • MFA

↗ holistiplan.com/pricing

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

Its referral program pays existing customers a $200 gift card per new customer. It's for customers, not an affiliate program for publishers.

Referral / partner program

customer referral ($200 gift card) ↗ holistiplan.com/partners/referral-program

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