Integrations
Holistiplan + TaxStatus
Automatically import client tax records into Holistiplan.
Client taxes with the click of a button
Connect Holistiplan with TaxStatus to enable your clients to securely share all available historical and future IRS tax records in less than a minute.
- Automatically bring tax records into Holistiplan
- End-to-end digital & modern client experience - branded to you
Client Insights
Gain a deeper understanding to advise smarter
Advise with the complete picture of official income sources, asset locations, mortgages, employers, and more with TaxStatus Insight Reports.
- Investments, rental businesses, & business ownership
- Identify forgotten investment & retirement accounts
- Business payroll deposits, returns, & trends