- Price
- From $749/yr
- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
Financial advisors who read client tax returns by hand to find planning ideas.
What it does
- Scans federal tax returns and transcripts
- Makes an instant federal tax report
- Creates client-ready summary reports
Proof
Maker's claimThe company that makes it says so
The maker says it scans federal tax returns and makes an instant tax report.
HolistiplanDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
I am a financial advisor. Below are numbers I copied from a client's federal tax return, with names and ID numbers removed: filing status [STATUS], wages [AMOUNT], interest and dividends [AMOUNT], IRA/retirement income [AMOUNT], deductions [AMOUNT], taxable income [AMOUNT], total tax [AMOUNT]. Please: 1) Lay these out in a clear one-page summary table. 2) List questions I should ask the client and their tax preparer at our next meeting. 3) Point out any lines that look missing or unusual so I can double-check them. Do not give tax or investment advice. Reminder: have compliance review anything client-facing before it goes out.
How to set it up
- Start the 7-day free trial.
- Upload one return, with client permission.
- Read the report, then share the client-ready summary.
Cost
From $749/yr (30 households)
Prices change. Check the maker’s site before you buy.
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