Holistiplan Tax Planning Software
Felcorp Support's Holistiplan capability for tax planning. Offshore tax analysis and scenario modeling support.
Felcorp's Holistiplan capability
Holistiplan software capability is included as part of the following Felcorp service areas:
Felcorp Support is actively investing in developing our expertise on the Holistiplan platform as part of our commitment to expanding our US financial planning and tax planning capabilities. Our paraplanning and administration teams are currently undergoing structured training across Holistiplan's tax return analysis, multi-year scenario modeling, insurance coverage review, and estate planning modules. As we build and formalize our proficiency on this platform, we are positioning our offshore teams to support US-based advisory firms with tax planning preparation and planning documentation within the Holistiplan environment.
Our teams are familiarizing themselves with the platform's OCR-driven tax return processing, scenario analysis engine, and report generation capabilities to deliver tax planning support for US advisory practices.
What is Holistiplan?
Holistiplan is a tax planning and analysis software platform designed for US financial advisors. The platform uses OCR technology to scan and process tax returns in seconds, surfacing planning opportunities and generating client-ready reports. Holistiplan holds 39% market share in the US tax planning software category, the largest in its segment, with over 50,000 users collectively processing more than 20 million pages of tax returns. The platform has expanded beyond tax into insurance risk management and estate planning.
Key modules and components
- Tax return scanning and OCR-driven data extraction
- Multi-year scenario modeling and tax projection
- Roth conversion analysis and withdrawal strategy planning
- Charitable giving impact assessment
- Insurance risk management with home, auto and umbrella policy analysis
- Home rebuilding cost estimator and coverage gap identification
- Estate planning with probate avoidance and inheritance tax analysis
- White-labeled client-ready tax planning reports
- Workflow automation and document collection tools
- IRS data integration and native email automation
For more information about Holistiplan, visit the official website at holistiplan.com.
Written by Tobias Fellas, Founder & CEO at Felcorp Support.
