Holistiplan
Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients’ tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
How does the integration work?
The integration unlocks valuable functionality across the two software platforms. Users can now have end clients upload their federal tax returns as a part of the initial client data-gathering process. These documents and other mapped household data can then be easily exported into Holistiplan from within PreciseFP.
