Holistiplan
Tax Planning
active
Boerne, USA
Community Ratings
Active Users
Former Users
Overall Rating
5.0
(3 ratings)Active: 3Former: 0
Features
2.2
(4 ratings)Active: 4Former: 0
Reliability
2.0
(4 ratings)Active: 4Former: 0
Performance
2.2
(4 ratings)Active: 4Former: 0
Security
2.1
(4 ratings)Active: 4Former: 0
Value for Money
2.0
(4 ratings)Active: 4Former: 0
Customer Service
2.1
(4 ratings)Active: 4Former: 0
Ease of Use
1.9
(4 ratings)Active: 4Former: 0
Integrations
2.1
(4 ratings)Active: 4Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Holistiplan
Holistiplan is a tax planning software designed to help financial advisors automate the process of reviewing and analyzing tax returns.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Automated tax analysis
client report generation
tax planning strategies
Pros
Easy to use
saves time
comprehensive tax analysis
Cons
Limited integration options
learning curve for new users