Holistiplan
Curated by SignalOnline tax filing platform streamlining tax planning for financial advisors.
Overview
Holistiplan operates in the fintech sector, focusing on online tax filing solutions designed for individuals and financial advisors. The platform offers tools for tax preparation, including tax planning software that employs optical character recognition technology to read tax returns and create customized reports. Aimed at financial advisors, Holistiplan provides features for scenario analysis and client deliverables, facilitating sharing with clients. The service addresses the complexities associated with tax filing, aiming to ensure compliance and optimize potential refunds. Holistiplan offers subscription packages and a free trial to enhance the efficiency and thoroughness of tax planning for its users.
Key facts
- Founded
- 2019
- Headquarters
- College Station, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 11 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
Open roles
18 rolesBackend Engineer
Brazil · On-site · Internship
Senior Backend Engineer
United States · On-site · Internship
Security Operations Engineer
United States · On-site · Internship
