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Holistiplan vs Xero Practice Manager

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Xero Practice Manager logo
Xero Practice ManagerAccounting Firm Management
From $149 / moPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Xero Practice Manager logo
Xero Practice Manager
Accounting Firm Management
Overview
CategoryFinancial Advisory PracticeAccounting Firm Management
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Not available
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.
From $149 / mo
14-day free trial, then $149/mo for up to 10 users for new/bronze-level Xero partners. Free for practices that reach silver, gold, or platinum Xero partner status. Xero Tax and Wo…
Pricing modelTiered plansFlat rate
Free optionsNo free plan · Free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20192006
Team size11-50 employees1001-5000 employees
HeadquartersSt. Cloud, MNWellington, New Zealand

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