G2

Laura R.

Financial Advisor

Small-Business (50 or fewer emp.)

9/30/2024

"Taught a tax newbie a lot about taxes"

5/5

What do you like best about Holistiplan?

I enjoy the tax report, as well as the tax explainer. I work with Scenario Analysis all the time, with all of my clients. It's especially helpful with Roth conversion calculations. I like that I can save a step by giving a personal link to clients to upload their taxes directly into the software. I have connected Wealthbox to Holistiplan, which is also helpful. Review collected by and hosted on G2.com.

What do you dislike about Holistiplan?

The range calc min/max is not always that easy to understand. The addition of the pop out: What Does It Mean? is helpful. Review collected by and hosted on G2.com.

What problems is Holistiplan solving and how is that benefiting you?

I belong to an organization, ACP (the Alliance of Comprehensive Planners) that stresses the importance of tax planning for financial planners. Before Holistiplan came on the scene, I was entering numbers manually into CFS Tax software and was considering taking a course to become an Enrolled Agent. Holistiplan automatically reads my clients uploaded tax returns, creates a scenario analysis so I can see how changes will affect their taxes, as well as their medicare premiums, and also makes recommendations (and integrates with resources from FPathfinder!) Review collected by and hosted on G2.com.