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Holistiplan
Holistiplan is a tax planning software company created by financial advisors for financial advisors. Their award-winning software helps advisors deliver tax planning services more efficiently.
Email: hello@holistiplan.com
Phone: 1-800-273-6164
Web: https://www.holistiplan.com/
products
Holistiplan
Category: Tax Planning Software
AI-powered tax return analysis that automatically reads uploaded tax returns, identifies planning opportunities, and generates client-ready tax planning reports. Includes customizable tax projections and scenario modeling..
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