Aiwyn
Tax research & preparation
Designed for modern accounting firms, Aiwyn delivers relationship-centered automation across payments, practice management, client experience, and tax.
See vendor pricingDetails
Home/Tax research & preparation/Holistiplan
Holistiplan
Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.
The vendor's own description, from their website.
Pricing seen on the vendor site
No price captured automatically. See the vendor's pricing page.
Captured automatically on 2026-10-17. Plans, currency and billing terms vary, so confirm on the vendor site. Pricing page
Integrations
None found on the pages we checked
Shown only where the vendor's site names the ledger alongside integration or sync wording. Quotes:
Tax & jurisdiction mentions
None found
A mention is not a certification.
Data & security
Data location: not stated on the pages we checked
Security mention: …d deductions Client-ready summary reports Multi-factor authentication security, SOC 2 Type II Unlimited users Insurance is included for 150 households and above Package Prem…
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