Holistiplan

6.8easy start · #8 of 28
in Tax Planning Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $62.42/mo.

Holistiplan is ranked #8 of 28 in tax planning software on The Geeks Club. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $62.42/mo.

Holistiplan plans and pricing

All plans

Basic Tax $749/yr annually starts at 30 households · up to 750 households stratumtax.com · 30 Sept 2026

Premium Tax $1,499/yr annually starts at 30 households · up to 750 households stratumtax.com · 30 Sept 2026

Starter Insurance Not published module pricing shown after selecting a plan holistiplan.com · 30 Sept 2026

Enterprise Not published more than 750 households holistiplan.com · 30 Sept 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes
Retirement income modeling: Yes
Data import: Yes
Client collaboration: Yes

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The record

Purpose: Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients.
Tax reports: The platform scans detailed tax returns and produces tax reports showing marginal tax brackets and state tax hints.
Scenario analysis: Scenario Analysis models and visualizes possibilities for the next tax season.
Tax explainer: Tax Explainer is an interactive tool that details how and why a client's taxes are calculated.
Insurance planning: Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator.
Estate planning: Estate features include Estate Report, Asset Diagram, and Beneficiary Report tools.
Integrations: Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces.
Public API: The public API is available subject to interview and approval from Holistiplan.
API limits: The public API uses OAuth 2.0 client credentials, API v2, and is limited to 1,000 requests per hour per production client.
Security: The pricing page lists multi-factor authentication security and SOC 2 Type II.
Data protection: Pay stubs are encrypted in transit with TLS 1.2 or higher, encrypted at rest, protected by role-based access controls and MFA, and access is audit logged.
Support: Users can contact support from within a page in Holistiplan or by emailing [email protected].
Upload limit: Uploaded documents must be PDF files under 50 MB.
Company origin: Holistiplan says its founders are CFP financial planners and that the founding idea began in 2019.
Price from: $62.42/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#8 of 28

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Sources

holistiplan.com/platform/· checked 30 Sept 2026
holistiplan.com/platform/integrations/· checked 30 Sept 2026
help.holistiplan.com/getting-started-with-the-holistiplan-ap· checked 30 Sept 2026
holistiplan.com/pricing/· checked 30 Sept 2026
help.holistiplan.com/paystub-scanner-privacy-information· checked 30 Sept 2026
help.holistiplan.com/how-to-contact-support· checked 30 Sept 2026
help.holistiplan.com/why-is-my-upload-not-working· checked 30 Sept 2026
holistiplan.com/about/· checked 30 Sept 2026
holistiplan.com· checked 28 Sept 2026
stratumtax.com/compare/stratum-vs-holistiplan· checked 30 Sept 2026