Holistiplan
AI reads tax returns instantly, generates planning reports with Roth conversions.
Overview
AI-powered tax planning software that reads client tax returns (PDF) and instantly generates tax planning reports with Roth conversion, harvesting, and optimization strategies.
Key Features
- PDF tax return parsing
- Instant tax projections
- Roth conversion analysis
- Tax-loss harvesting
- Multi-year planning
- Client-ready reports
Integrations
eMoneyMoneyGuideProRightCapitalOrionRedtailWealthbox
Details
- Platforms
- Web, API
- Target Users
- Tax-Focused Advisors, CPAs, RIAs, Fee-Only Planners
- Pricing Model
- Subscription
- Starting Price
- USD 99/mo
- Full Pricing Details
- From $99/mo per advisor