Holistiplan adds Strategy Library of pre-built tax planning scenarios

Holistiplan added Strategy Library, which checks an uploaded tax return for applicable pre-built planning strategies and estimates each one's tax impact using the client's own figures, alongside expanded document collection and Schedule E modeling.

Why it matters

For advisors and tax professionals who already scan client returns in Holistiplan. Strategy Library gives a starting list of strategies to model from the return itself instead of a blank scenario, and Holistiplan says tax and accounting firms moving into year-round advisory are its fastest-growing customer segment.

What's new

• Strategy Library checks an uploaded return for applicable pre-built strategies, such as Roth IRA conversions to different brackets, bunching charitable deductions with a donor-advised fund, and tax-loss harvesting.
• Each strategy's tax impact is estimated individually from the client's figures, with the numbers and calculation shown behind each estimate.
• Selected strategies move into Scenario Analysis, where firms can adjust assumptions and see the combined effect without re-entering inputs.
• Document collection now includes IRS transcript retrieval, bulk email requests with secure upload links, and a Pay Stub Scanner for wages, deductions and withholding.
• Schedule E Modeling covers rental, pass-through business, trust and estate income in Scenario Analysis; Holistiplan says deeper modeling of complex situations is planned for 2027.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth knowing: Strategy Library's estimates are per-strategy starting points, not combined recommendations; Holistiplan itself says to move strategies into Scenario Analysis to see their overall effect. Uploaded returns contain sensitive client data, so confirm data handling fits your firm's policies.

Quick facts

Links

• Official site: https://holistiplan.com/news/holistiplan-announces-strategy-library-with-pre-built-planning-scenarios-expands-document-collection-and-modeling-capabilities-2
• Announcement / release notes: https://holistiplan.com/news/holistiplan-announces-strategy-library-with-pre-built-planning-scenarios-expands-document-collection-and-modeling-capabilities-2

How it ranks

Holistiplan is ranked #2 in AI in Financial Planning Software. See our Holistiplan review and score. This update hasn't changed the score; scores change only when we re-review a tool against the rubric.

What we couldn't verify

• quick_facts.pricing (which plans include Strategy Library is not stated)

Checked 2026-10-29 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.