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Holistiplan vs Rocket Matter

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Rocket Matter logo
Rocket MatterLegal Practice Management
Holistiplan logo
Holistiplan
Financial Advisory Practice

Tax planning software for financial advisors automating tax return analysis and client-ready reports.

Rocket Matter logo
Rocket Matter
Legal Practice Management

Legal practice management for growing firms.

Overview
CategoryFinancial Advisory PracticeLegal Practice Management
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Rocket Matter is a legal practice management and billing platform providing matter management, time tracking, invoicing, and trust accounting for law firms.
Pricing
Published priceFrom $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.
Essentials: $49/user/month Premier: $79/user/month
Pricing modelTiered plansPer seat
Free optionsNo free plan · Free trialFree trial
Deal on CubbieNone right nowNone right now
Company
Founded20192007
Team size11-50 employees11-50 employees
HeadquartersSt. Cloud, MNJacksonville, Florida
Featured clientsNot availableSolo firms, Growing practices, Legal professionals

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