Top 10 Holistiplan Alternatives & Competitors

Top 10 Alternatives to Holistiplan Recently Reviewed By G2 Community

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Karbon
By KarbonHQ
4.8/5
(823)
Product Description
Karbon is an advanced workstream collaboration platform integrated with your email.
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Categories in common with Holistiplan:
Tax Practice Management

TaxDome
By TaxDome
4.7/5
(701)
Product Description
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
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Categories in common with Holistiplan:
Tax Practice Management

Canopy
By Canopy
4.6/5
(656)
Product Description
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
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Categories in common with Holistiplan:
Tax Practice Management

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Uku
By Getuku
4.7/5
(108)
Product Description
Uku is professional task management and billing software for accountants and service companies
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Categories in common with Holistiplan:
Tax Practice Management

UltraTax CS
By Thomson Reuters
3.4/5
(61)
Product Description
Comprehensive software for tax and accounting professionals with advanced preparation capabilities to maximize efficiency and boost firm profitability.
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Categories in common with Holistiplan:
Tax Practice Management

Mango Practice Management
By ProfitSolv
3.6/5
(28)
Product Description
Mango Billing is a Time and Billing, Practice Management Solution for any organization that tracks time and expenses for billing purposes.
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Categories in common with Holistiplan:
Tax Practice Management

Drake Tax
By Drakesoftware
4.6/5
(27)
Product Description
Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.
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Categories in common with Holistiplan:
Tax Practice Management

Truss
By Truss
5/5
(15)
Product Description
Truss provides the next generation of secure file requesting, sharing, eSigning and organizing with AI workflow automation for accountants.
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Categories in common with Holistiplan:
Tax Practice Management

Levvy
By Levvy
5/5
(13)
Product Description
Levvy is a next generation work management platform built to support outsourced teams of any size across accounting and business services.
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Categories in common with Holistiplan:
Tax Practice Management