Holistiplan Email Format

Financial ServicesTexas, United States51-200 Employees

Holistiplan is a tax planning software platform used by financial planners to provide tax insights and streamline the planning process. Developed by two CFP professionals, the tool enables advisers to upload clients' tax returns to generate white-labeled, client-facing tax planning reports within seconds, without data entry. Return data also pre-populates a tax projection feature to support more detailed tax planning discussions. 

The company is based in College Station, Texas, and operates in the financial services software space, serving advisory firms seeking scalable tax planning capabilities. Its customers are financial planners and the firms they work with, aiming to broaden tax planning offerings while reducing administrative burden. In 2026, Holistiplan was recognized as the top tax planning software in Kitces Report Studies, reflecting its established position in the field.

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