- Help Center
- Getting Started at Holistiplan - 101
- Ready to Get Started?
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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Billing and Subscription Information
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Tax Report Information
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Scenario Analysis Information
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Tax Letter Information
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Insurance Risk Management
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Security
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Explainer Reports
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Cash Flow (beta)
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Integrations
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Roth Projection Tool
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2025 Pricing
Don't Have a Return to Upload?
Use Holistiplan's library of Sample Returns to get started
Holistiplan maintains a library of sample returns for users to upload, either as practice or for marketing purposes. You can find those sample returns here: Sample Returns
Why Use Holistiplan's Sample Returns to Get Started?
📚 Learn by Doing: Practice using Holistiplan's features with real-world examples. Gain confidence in how to upload returns, generate reports, and interpret insights before working with your own clients' data.
🎯 Explore Powerful Features: Discover the full potential of Holistiplan, from identifying tax-saving opportunities to generating client-ready reports—all without needing an actual client return.
🚀 Jumpstart Your Marketing: Use sample reports to showcase your tax planning expertise to prospective clients. It’s a great way to demonstrate value and attract new business!
💡 Start Immediately: Don’t wait to experience the benefits of Holistiplan. With sample returns, you can dive in and start exploring today.