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Holistiplan
Tax-planning platform whose OCR reads a client's 1040 or IRS transcript into a tax report, then models scenarios, projections and Roth conversions.
| What the AI does | OCR that 'reads tax returns in seconds' ('scans over a hundred pages') builds the Tax Report; pay-stub scan and extraction for income projections; AI planning insights on the 2026 roadmap |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $749/yr (Basic Tax, 30 households, annual billing) |
| Pricing model | Annual subscription |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Tax Planning & Projection AI |
| Works with | Jump, Asset-Map |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Holistiplan is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end.
What it costs
Holistiplan starts at $749/yr (Basic Tax, 30 households, annual billing), annual subscription. There is a free trial.
Good to know
Holistiplan is the tax-planning engine most financial advisors use, and its Tax Professionals page makes the case to CPAs and EAs: its OCR reads a 1040 or IRS transcript in under a minute into a tax report, then models scenarios, projections and multi-year Roth conversions, and turns a pay stub into a full-year income projection. Basic Tax is $749/yr for 30 households (unlimited users, SOC 2 Type II) rising with household count; Premium Tax at $1,499 adds state scenarios, Roth projections, tax-prep letters and a client upload link. The core calculations stay deterministic by design, with AI-driven planning insights on the 2026 roadmap. 7-day trial.
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