For Personal Financial Advisors ·
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
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.
Click New Analysis (or New Return in some versions). Enter the client's basic information: first and last name, filing status (Single, Married Filing Jointly, etc.), and tax year.
Click Upload 1040 PDF. Navigate to the client's tax return PDF on your computer. Select it and click Upload. Holistiplan's OCR engine scans the document and extracts the financial data automatically. This takes 30-60 seconds.
What you should see: A progress bar showing "Analyzing return..." followed by a green confirmation that the return was processed successfully.
Troubleshooting: If the upload fails, ensure the PDF is not password-protected (some tax software exports encrypted PDFs). Open the PDF in Adobe Acrobat or Preview, print it to a new PDF, and re-upload the unencrypted version.
After processing, Holistiplan displays a structured report with sections including:
Click Export Report (usually a PDF or PowerPoint option). The report is formatted for client presentation — clean, visual, and easy to read. Print it or share it digitally as part of your annual review materials.
What you should see: A professionally formatted 2-4 page report with charts and clear call-out boxes for each opportunity.