Tax Planning Tool - alternative to Holistiplan
My firm has been using Holistiplan for 4-5 years now to produce client deliverables for some of our clients. We generally proforma a return in Drake, then copy it into Holistiplan since Holistiplan can't really tell you if there's a calculation error for some things like QBI.
Our Holistiplan is up for renewal, and it's going from $449 to $749. We barely use it now - it's only for the clients that need a clear deliverable rather than just us telling them what we recommend.
Is there a better alternative for CPAs specifically to be using? I'm not interested in Corvee or any of these products that show clients tax strategies that they'll screw up on implementing. More for safe harbor, Medicare premium calcs, easy things of that nature.
Posted Oct 7, 2025, 2:42 AM UTC