Holistiplan vs Kareo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
KareoEHR and EMR Systems
Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Kareo EHR and EMR Systems The technology platform for independent practices. | |
|---|---|---|
| Overview | ||
| Category | Financial Advisory Practice | EHR and EMR Systems |
| What it is | Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Kareo (Tebra) provides EHR, practice management, billing, and patient engagement solutions for independent medical practices. |
| Pricing | ||
| Published price | From $1,599 / yr Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count. | Kareo Clinical (EHR): Free for providers using Kareo billing Kareo Billing: 4-8% of collections Tebra Complete: Custom pricing for bundled platform |
| Pricing model | Tiered plans | Custom quote |
| Free options | No free plan · Free trial | Not available |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2019 | 2004 |
| Team size | 11-50 employees | 501-1,000 employees |
| Headquarters | St. Cloud, MN | Irvine, California |