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Getting Started
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Tools & Resources
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
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Explainer Reports
Cash Flow (beta)
Property & Casualty
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
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Help Center
Getting Started
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Tools & Resources
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Property & Casualty
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
Getting Started
Get your firm set up in Holistiplan
Most Popular & Recently Recorded Webinars
How do I Contact Support?
Uploading a Return
File Size Limit
What Forms Do I Need to Upload?
Do You Have Any Sample Returns?
How Do I Upload A Tax Return?
What Types of Returns Do You Read In?
Client Uploads
My Upload Was Unsuccessful. What Now?
How Do I Edit/Combine PDFs?
Can I Upload a Password Protected Tax Return?
What will I see while the return is uploading and being processed through OCR?
Why did my upload fail?
Can I Upload Tax Transcripts from the IRS?
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Households
Private Households
Merging Households
How do I create a new household?
How can I apply "tags" to households?
What does "-" mean on the Households tab for my clients?
What is the Households Page?
How Do I Edit My Households?
Tax Return Staging
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User Settings
How To Reset A User's Password or MFA (Multi-Factor Authentication) Token
Where Do I Update My User Information and Password?
How Do I Set Up Multi-Factor Authentication (MFA)?
Firm Admins
Can I Choose Which Advisors Can See A Client?
Redtail Integration FAQ
How Can I Add and Manage Users?
Can I Customize My Client Deliverables?
How do I enable the TaxStatus Integration?
Can I Integrate Into Holistiplan?
Adding New Users
What Is The Auto-Delete PDF Feature? And How Do I Enable It On My Account?
Deactivating A User
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Tools & Resources
Reporting - Tax
Where is the Marketing Toolkit?
Do you have a Tax Return Checklist?
Do You Have a Tax "Cheat Sheet?"
Where can I access webinar recordings?
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