Holistiplan

Name: Holistiplan
Price: 749 USD

Web · API · paid plans from $62.42/mo

Visit site Alternatives

Freedom report

One barScore 5.0

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Holistiplan is ranked #21 of 28 in tax planning software on Freedom251. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $62.42/mo.

Holistiplan plans and pricing

All plans

Basic Tax $749/yr annually starts at 30 households · up to 750 households stratumtax.com · 30 Sept 2026

Premium Tax $1,499/yr annually starts at 30 households · up to 750 households stratumtax.com · 30 Sept 2026

Starter Insurance Not published module pricing shown after selecting a plan holistiplan.com · 30 Sept 2026

Enterprise Not published more than 750 households holistiplan.com · 30 Sept 2026

Compared on tax planning software

Free plan: No
Scenario modeling: Yes
Multi-year projection: Yes
Capital gains modeling: Yes
Retirement income modeling: Yes
Data import: Yes
Client collaboration: Yes

Best Holistiplan alternatives

See all 20

Two bars Taxottic Free tier No. 1$4.08/mo6.6 One bar Catalyst Tax Insights Free tier No. 2$4.08/mo6.4 One bar Dhanlytics Free tier No. 3Free6.4 One bar TaxMoov Free tier No. 4Free6.4 One bar Instead Free tier No. 5Free6.3 No signal BNA Income Tax Planner Paid plans No. 6—5.5

The record

Purpose: Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients.
Tax reports: The platform scans detailed tax returns and produces tax reports showing marginal tax brackets and state tax hints.
Scenario analysis: Scenario Analysis models and visualizes possibilities for the next tax season.
Tax explainer: Tax Explainer is an interactive tool that details how and why a client's taxes are calculated.
Insurance planning: Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator.
Estate planning: Estate features include Estate Report, Asset Diagram, and Beneficiary Report tools.
Integrations: Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces.
Public API: The public API is available subject to interview and approval from Holistiplan.
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.
Security: The pricing page lists multi-factor authentication security and SOC 2 Type II.
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.
Support: Users can contact support from within a page in Holistiplan or by emailing [email protected].
Upload limit: Uploaded documents must be PDF files under 50 MB.
Company origin: Holistiplan says its founders are CFP financial planners and that the founding idea began in 2019.
Price from: $62.42/mo

Where it ranks on Freedom251

Best Tax Planning Software in 2026#21 of 28

Is Holistiplan yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote Holistiplan

Sources

holistiplan.com/platform/· checked 30 Sept 2026
holistiplan.com/platform/integrations/· checked 30 Sept 2026
help.holistiplan.com/getting-started-with-the-holistiplan-ap· checked 30 Sept 2026
holistiplan.com/pricing/· checked 30 Sept 2026
help.holistiplan.com/paystub-scanner-privacy-information· checked 30 Sept 2026
help.holistiplan.com/how-to-contact-support· checked 30 Sept 2026
help.holistiplan.com/why-is-my-upload-not-working· checked 30 Sept 2026
holistiplan.com/about/· checked 30 Sept 2026
holistiplan.com· checked 28 Sept 2026
stratumtax.com/compare/stratum-vs-holistiplan· checked 30 Sept 2026