Holistiplan
6.3#7 in tax planning softwareFrom $749 a yearWebAPI
VisitHolistiplan vs TaxCalc
What both publish
| Fact | Holistiplan | TaxCalc |
|---|---|---|
| Data protection | Pay stubs are encrypted in transit with TLS 1.2 or higher, encrypted at rest, protected by role-based access controls and MFA, and access is audit logged. | TaxCalc says it operates in line with UK GDPR and the Data Protection Act 2018. |
| Founded | 2019 | 1983 |
| Integrations | Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces. | Accounts Production imports year-end trial balances from Xero, QuickBooks or FreeAgent and can export journals and adjustments back. |
| Support | Users can contact support from within a page in Holistiplan or by emailing [email protected]. | The company says every licence includes unlimited UK-based support from accountancy-trained specialists by phone and email, Monday to Friday. |
Holistiplan plans
- Basic Tax$749 a year
- Premium Tax$1,499 a year
- EnterprisePriced on request
- Starter InsurancePriced on request
TaxCalc plans
- TaxCalc 2026 Individual 6£42 a year
- Engager Practice Management — up to 5 clients£9 a month
- Self Assessment tax software£42, paid once
- Accounts Production 12£164 a year
- Individual 12£187 a year
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 TaxCalc if…
TaxCalc may suit UK accountancy practices, in-house finance teams, sole traders and individuals preparing returns or statutory accounts. Its product range includes support for self-employment and investment income.