Holistiplan
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
- Headquarters
- St. Cloud, Minnesota
- Company size
- 11-50 employees
- Founded
- 2019
Product overview
- CRM Integration and Data Synchronization
- Public API for Custom Integrations
- Multi-User Firm Administration
Pricing & plans
Plans & limitsBilling termsPricing details
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