Holistiplan
6.3#7 in tax planning softwareFrom $749 a yearWebAPI
VisitHolistiplan vs TaxMoov
What both publish
| Fact | Holistiplan | TaxMoov |
|---|---|---|
| Purpose | Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients. | TaxMoov compares likely tax outcomes, identifies residency and compliance risks, and generates personalised international relocation tax-planning reports. |
| Support | Users can contact support from within a page in Holistiplan or by emailing [email protected]. | TaxMoov provides support at [email protected] for account access, privacy requests, report questions, and specialist-review enquiries. |
Holistiplan plans
- Basic Tax$749 a year
- Premium Tax$1,499 a year
- EnterprisePriced on request
- Starter InsurancePriced on request
TaxMoov plans
- Free Tax SnapshotFree
- Single Destination Report$29, paid once
- Comparison Report$49, paid once
- Extended Comparison$69, paid once
- Expert Review & Consultation$350, paid once
- Extended Expert Review & Consultation$450, 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 TaxMoov if…
TaxMoov is aimed at people planning an international move, including remote workers, freelancers, founders, employees, investors, and property owners. It may suit those comparing supported destinations who understand that reports are not personalised professional advice.