Holistiplan
6.3#7 in tax planning softwareFrom $749 a yearWebAPI
VisitHolistiplan vs Instead
What both publish
| Fact | Holistiplan | Instead |
|---|---|---|
| Integrations | Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces. | Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping. |
| Support | Users can contact support from within a page in Holistiplan or by emailing [email protected]. | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. |
Holistiplan plans
- Basic Tax$749 a year
- Premium Tax$1,499 a year
- EnterprisePriced on request
- Starter InsurancePriced on request
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
Pick Holistiplan if…
Holistiplan suits financial advisors who need tax, insurance, and estate planning tools for clients. Its API may also fit teams prepared to complete the interview and approval process.
Pick Instead if…
Instead is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals. It may suit teams that need support across the listed return types and want to review work before filing.