Easy to use. Always improving. Great visuals. Outstanding customer support.

Prior to Holistiplan I was a user of the more traditional tax planning applications but limited my efforts to only key clients because the proess to plan was difficult and tedious. Holistiplan has made tax planning so much easier from first being able to scan a return and having its content already formated and available to analyze. Prior to Holistiplan, one would spend time keying information into software to set up a client to even complete any analysis. With Holistiplan, once the return is uploaded then there is an analysis of the results so that you immediately know key details about a client. What tax bracket are they in. If they are over 65 are they subject to IRMAA. Can they make a Roth IRA contribution is another good immediate response. Next one can then move into the Scenario Analysis and do pro forma scenarios to help create plans for the next tax year and even later years with or without current tax law changes. Now, I do not work with a client without obtaining their tax return and then running it through Holistiplan so I know where they stand with their taxes both US and State and City. There are occasions where a question will come up about a tax calculation and the support team are quick to respond with a complete explanation of the calculation so I also learn more about tax rules at the same time.

The ability to show our clients how a Roth Conversion can add to their portfolios,by tax savings and evaluating their tax picture. This enables us to provide better service to our clients.