What you'll accomplish
By the end of this guide, you'll be able to upload any client's tax return and receive a structured planning opportunity report in under 5 minutes — identifying Roth conversion headroom, capital loss carryforwards, tax bracket analysis, and more. What currently takes 60-90 minutes of manual review will become a 5-minute scan that you can offer every client, every year.
What you'll need
- A Holistiplan account (holistiplan.com — ~$60-100/month depending on plan)
- Client's most recent federal tax return (Form 1040) as a PDF
- Your client's permission to analyze their tax return (standard with engagement)
- Time needed: 30 minutes to set up account; 5 minutes per tax return analysis
- Cost: ~$60-100/month (check holistiplan.com for current pricing)
How-To Guide: Use Holistiplan to Find Tax Planning Opportunities
Step 1: Create your Holistiplan account
Go to holistiplan.com and click Get Started. Complete the onboarding form (firm name, advisor name, email). Select your subscription tier. Holistiplan offers a free trial — start with the trial to test before committing. You'll receive a confirmation email with your login link.
What you should see: Holistiplan dashboard with a "New Analysis" button and a welcome walkthrough.