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Holistiplan
In one line: Tax planning software that reads tax returns, plus estate and insurance tools.
| Best for | Spotting tax planning opportunities from a return |
|---|---|
| Category | Tax return & document analysis |
| Free option | Not confirmed; check vendor site |
| Pricing | From $749/yr · See all plans (as of October 21, 2026) |
| Website | www.holistiplan.com/ |
| Last checked | October 21, 2026 |
What it does
Holistiplan simplifies tax, insurance and estate planning for advisors, and is widely used to analyze client tax returns and produce summary reports.
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Alternatives to Holistiplan
FP Alpha
Advanced planning across tax, estate and insurance
Nitrogen
Risk-tolerance conversations and proposals
Compare: Holistiplan vs FP Alpha · Holistiplan vs Nitrogen
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FAQ
What is Holistiplan?
Tax planning software that reads tax returns, plus estate and insurance tools.
Who is Holistiplan best for?
Spotting tax planning opportunities from a return. It is in our tax return & document analysis category.
How much does Holistiplan cost?
As of October 21, 2026, Holistiplan's website lists: Basic Tax, $749/year (30 households) up to $11,049/year (750 households); Premium Tax, $1,499/year (30 households) up to $15,499/year (750 households).
What are alternatives to Holistiplan?
FP Alpha, Nitrogen.