Freedom251 › Tax Planning Software
Holistiplan
What Holistiplan is
Holistiplan brings tax, estate, and insurance planning tools together for financial advisors and their clients. It scans detailed tax returns and produces reports with marginal tax brackets and state tax hints. Scenario Analysis models and visualizes possibilities for the next tax season, while Tax Explainer interactively explains how and why a client's taxes are calculated. Insurance tools assess home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator. Estate tools include Estate Report, Asset Diagram, and Beneficiary Report. Listed integrations include fpPathFinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces. The public API requires an interview and approval, uses OAuth 2.0 client credentials and API v2, and is limited to 1,000 requests per hour per production client. Basic Tax costs $749 a year and Premium Tax costs $1,499 a year, both billed annually for 30 to 750 households. A 7-day trial is available, but there is no free plan. Uploaded documents must be PDF files under 50 MB.
Who it suits
Holistiplan is for financial advisors who need tax, insurance, and estate planning tools for client work. Its household-based tax plans and approval-gated API are relevant considerations for firms assessing fit.
What it does well
- Tax reports show marginal brackets and state tax hints.
- Scenario Analysis models possibilities for the next tax season.
- Insurance tools identify coverage gaps and estimate rebuilding costs.
- Includes estate reports, diagrams, and beneficiary reports.
- Lists integrations with advisory and planning services.
What to know first
- No free plan is available.
- Basic Tax starts at 30 households.
- Uploaded documents must be PDFs under 50 MB.
- Public API access requires interview and approval.
Limits
The Basic Tax and Premium Tax plans start at 30 households and list coverage up to 750 households. The public API allows 1,000 requests per hour per production client, and uploaded files must be PDFs under 50 MB.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Premium Tax | annually · starts at 30 households · up to 750 households | $1,499 a year |
| Basic Tax | annually · starts at 30 households · up to 750 households | $749 a year |
| Starter Insurance | module pricing shown after selecting a plan | On request |
| Enterprise | more than 750 households | On request |
As holistiplan.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open the Holistiplan website
- Choose a paid plan or start the 7-day trial
- Use the web platform or connect through the API
- Upload PDF documents under 50 MB
- Connect supported integrations as needed
- Contact support from within Holistiplan or by email
Verdict
Holistiplan combines tax, insurance, and estate tools with integrations and a public API. Advisors should weigh the household-based annual prices, document limit, and trial period against their needs.
Questions
Does Holistiplan have a free plan?
No. Holistiplan is paid, with a 7-day trial available.
How much do the tax plans cost?
Basic Tax is $749 a year and Premium Tax is $1,499 a year. Both are billed annually and start at 30 households, with a stated range up to 750 households.
Which platforms does Holistiplan support?
It is available on the web and through an API.
What integrations are listed?
Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces.
Is there a public API?
Yes. Access requires an interview and approval, uses OAuth 2.0 client credentials and API v2, and is limited to 1,000 requests per hour per production client.
Facts from Holistiplan's own pages
- 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. · help.holistiplan.com, 30 Sept 2026
- Company origin
- Holistiplan says its founders are CFP financial planners and that the founding idea began in 2019. · holistiplan.com, 30 Sept 2026
- 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. · help.holistiplan.com, 30 Sept 2026
- Estate planning
- Estate features include Estate Report, Asset Diagram, and Beneficiary Report tools. · holistiplan.com, 30 Sept 2026
- Founded
- 2019 · holistiplan.com, 28 Sept 2026
- Insurance planning
- Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator. · holistiplan.com, 30 Sept 2026
- Integrations
- Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces. · holistiplan.com, 30 Sept 2026
- Public API
- The public API is available subject to interview and approval from Holistiplan. · holistiplan.com, 30 Sept 2026
- Purpose
- Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients. · holistiplan.com, 30 Sept 2026
- Scenario analysis
- Scenario Analysis models and visualizes possibilities for the next tax season. · holistiplan.com, 30 Sept 2026
- Security
- The pricing page lists multi-factor authentication security and SOC 2 Type II. · holistiplan.com, 30 Sept 2026
- Support
- Users can contact support from within a page in Holistiplan or by emailing [email protected]. · help.holistiplan.com, 30 Sept 2026
- Tax explainer
- Tax Explainer is an interactive tool that details how and why a client's taxes are calculated. · holistiplan.com, 30 Sept 2026
- Tax reports
- The platform scans detailed tax returns and produces tax reports showing marginal tax brackets and state tax hints. · holistiplan.com, 30 Sept 2026
- Upload limit
- Uploaded documents must be PDF files under 50 MB. · help.holistiplan.com, 30 Sept 2026
Where Holistiplan stands on Freedom251
- Tax Planning Software#9 of 27