The future of tax planning is here

HOLISTIPLAN was created by two CFP® Professionals to answer a single pressing question: is it possible to radically scale the process of tax planning so advisors can become both more comprehensive and more efficient?

The answer to that question is “yes.” Using advanced OCR technology, Holistiplan reads an entire tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Yes, seconds.

The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client. The future of tax planning is here.


You are eligible for a discount on Holistiplan!

  • Savvy Tax Planning Members: 10%
  • Master Members: 25%*

    *Largest available in the market and exclusive to Master Members.

Your discount will be applied to subscription plans ranging from 75 to 1,000 uploads.

Click here for your free trial and special discounts at Holistiplan!

Not already a Master Member?
Click here to learn about the big advantages and savings!


  • Winner of XYPN FinTech Competition in September 2019
  • More than 1,500 subscribing firms in first 15 months
  • Subscription packages to fit solo advisors up to large enterprises
  • Featured in Yahoo Finance, The Street, Financial Advisor Magazine, and more




Magnificent Life Financial Planning

Stephen Hazel
“One of the best things about working with you and using your solution is that you take input and work toward implementing to provide a high-quality product. I couldn’t be happier with the work you are doing.”

Frisco Financial Planning, LLC

John Gay
“Your software has quickly become indispensable to my practice!”


This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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