- Help Center
- Holistiplan Basics
- Uploading Returns
-
Getting Started at Holistiplan - 101
-
Deeper Dive at Holistiplan - 201
-
Holistiplan Basics
-
Holistiplan Academy - Upload Breakdown
-
Billing and Subscription Information
-
Tax Report Information
-
Scenario Analysis Information
-
Tax Letter Information
-
Insurance Risk Management
-
Security
-
Explainer Reports
-
Cash Flow
-
Integrations
-
Roth Projection Tool
-
2025 Pricing
Can I Upload a Password Protected Tax Return?
Yes you certainly can! To do so, follow the steps below:
1. Proceed to upload as usual, instructions provided here.
2. Once a file has been selected to upload, our system will automatically detect that the file contains a password.
3. Upon entering the password, you can continue to upload as usual!
Troubleshooting:
- I am entering my password but the software says it is incorrect?
- We recommend opening the file on your desktop and double checking that you are able to open it on your end!
- The file does open on my end but the software is saying that the password is incorrect.
- If you are comfortable doing so, we have linked a resource below that details how to remove a password using AdobePDF.
- How to Unlock a PDF