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AI-powered tax planning for advisors
Holistiplan is a tax planning for advisors AI agent offering software that reads tax returns with OCR and AI to produce tax planning observations for advisors. Holistiplan helps financial advisors automate tax planning for advisors work and get results faster.
Holistiplan takes documents as input and produces reports and insights. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Salesforce, Wealthbox, Redtail and Orion, so the agent works inside existing workflows.
Holistiplan is built for financial advisors. It suits teams that want tax return OCR and planning observations without adding headcount, while keeping people in control of review and final decisions.
Holistiplan is often compared with FP Alpha. Holistiplan stands out for tax return OCR and estate snapshots. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free trial
Holistiplan for individuals and growing teams. See holistiplan.com for current pricing.
Holistiplan for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Tax return OCR | , | |
| Planning observations | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Estate snapshots | , | |
| Client-ready reports | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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