# Holistiplan Review: Pricing, Features, Alternatives Holistiplan: OCR reads a 1040 PDF and returns a client-ready tax observations report. Pricing from $749 / year, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-planning/holistiplan/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Planning & Advisory](https://node8.ai/accounting-tools/tax-planning/) # Holistiplan Top Pick · Holistiplan · founded 2019 OCR reads a 1040 PDF and returns a client-ready tax observations report [Visit Holistiplan](https://www.holistiplan.com/) [All 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Best for Firms doing tax reviews for clients whose returns were prepared elsewhere, or on tax software with no planning module Starting price $749 / year (Basic Tax runs $749 to $11,049/year by household count; Premium Tax, which adds state tax analysis and Roth conversion projections, runs $1,499 to $15,499) SOC 2 Unconfirmed Multi-factor auth Unconfirmed Ownership independent The read ## What Holistiplan does Drop a 1040 PDF into Holistiplan and roughly 45 seconds later a formatted tax report comes back. That single mechanic explains most of the product. The OCR reads a return regardless of which software produced it, and the report that follows lays out marginal bracket position, capital gains and losses, modified adjusted gross income against the tiers that matter, Medicare premium thresholds, and a set of written observations the firm can edit before sending. On top of that sit range calculators for income and capital gains, Roth conversion modeling, and explainers for qualified charitable distributions and donor advised funds. The insurance module applies the same scanning approach to home, auto and umbrella policies, and an estate module is listed as in development. This works best where the return did not come from your own software. A firm reviewing returns prepared elsewhere, taking on a new client, or running a tax review service alongside another practice gets an immediate deliverable with no data entry. The pricing helps that case: it is charged per firm against a household count rather than per seat, from $749 a year at the small end to $11,049 at 750 households, with unlimited users on every plan. A five-person firm pays the same as a one-person firm at the same client count, which is unusual here. Two things are worth pricing in before signing. State tax analysis is not in the base plan. It sits on Premium alongside Roth conversion projections, tax preparation letters and client upload links, and Premium is roughly double, running $1,499 to $15,499. For a firm with any meaningful state exposure, the real entry price is the Premium number. The second is what the tool is not: it reads a return and analyses it, it does not build a full projection that carries AMT, net investment income tax, QBI phase-outs and the excess business loss limitation across multiple years. The scenario tools are range calculators, closer to a well-presented what-if than to a planning engine, and Holistiplan does not import directly from Lacerte, UltraTax or ProConnect, so the input fidelity depends on how clean the PDF is. Compared with Intuit Tax Advisor, the trade runs both ways. Intuit reads the return from the source with no OCR risk but only works if the return was prepared in Lacerte or ProConnect. Holistiplan works on anything and asks for a scan. Compared with Corvee, this is a lighter and much cheaper tool that produces a review, not a strategy plan with entity restructuring behind it. The other thing to be clear about is the audience. Holistiplan was built by two CFPs in 2019 and sells first to financial advisors, with a separate landing page aimed at CPAs framing it as a new revenue stream. The vocabulary of the reports reflects that origin. Top-pick holds. The evidence is current and specific: published per-household pricing, a 7-day trial, a live trust center, more than 70 staff, and top placement in the Kitces and T3 adviser technology surveys across several years. For a firm that wants a defensible client deliverable out of a return it did not prepare, nothing else in this category gets there faster. Capabilities ## What you get OCR of a scanned or PDF 1040 producing a tax report in roughly 45 seconds Tax observations report covering marginal bracket, capital gains and losses, MAGI tiers and Medicare premium thresholds Scenario analysis with income and capital gains range calculators and Roth conversion modeling State tax analysis, tax preparation letters and client upload links on the Premium tier Insurance module that scans home, auto and umbrella policies for coverage gaps Pricing, security, integrations ## What it costs and what it connects to Holistiplan starts at $749 per year (Basic Tax runs $749 to $11,049/year by household count; Premium Tax, which adds state tax analysis and Roth conversion projections, runs $1,499 to $15,499). Pricing is per firm, by number of households, unlimited users. A free trial is available: 7 days. We could not confirm a SOC 2 report for Holistiplan from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. Holistiplan does not integrate directly with a general ledger. [Vendor pricing page](https://www.holistiplan.com/pricing/) · [Vendor security page](https://trust.holistiplan.com/) Our rating ## Why we rate Holistiplan a Top Pick Holistiplan is one of 3 tools we rate a Top Pick among the 13 tax planning & advisory products in this directory. What we would shortlist first in this category: proven with real firms, actively developed, and priced and integrated in a way that suits a US accounting or bookkeeping practice. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## Holistiplan alternatives ### [Intuit Tax Advisor](https://node8.ai/accounting-tools/tax-planning/intuit-tax-advisor/) Tax planning built into Lacerte and ProConnect at no separate charge Top Pick ### [Corvee](https://node8.ai/accounting-tools/tax-planning/corvee/) Multi-entity tax planning with a large strategy library and branded client plans Strong Option ### [Hazel](https://node8.ai/accounting-tools/tax-planning/hazel/) AI tax planning agent built by Altruist and sold to financial advisors, not accounting firms One to Watch ### [BNA Income Tax Planner](https://node8.ai/accounting-tools/tax-planning/bna-income-tax-planner/) Multi-year federal, state and nonresident projection engine for complex individual returns Strong Option ### [TaxPlanIQ](https://node8.ai/accounting-tools/tax-planning/taxplaniq/) Strategy library, ROI-based fee proposal and branded plan built from an uploaded 1040 Strong Option ### [Luminary](https://node8.ai/accounting-tools/tax-planning/luminary/) Reads trust and estate documents and turns them into flowcharts and estate tax models One to Watch [Compare all 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Holistiplan homepage](https://www.holistiplan.com/) Retrieved 2026-09-08 ### [Holistiplan pricing](https://www.holistiplan.com/pricing/) Retrieved 2026-09-08 ### [Holistiplan tax planning module](https://www.holistiplan.com/platform/tax-planning/) Retrieved 2026-09-08 ### [Holistiplan who it is for](https://www.holistiplan.com/who-its-for/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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