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Getting Started
Uploading a Return
Households
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Holistiplan Academy
Tax Report
Scenario Analysis
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Billing and Subscription Information
Payment
Tax Report Information
Tax Report FAQ
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Letter Information
Tax Letter FAQ
Insurance Risk Management
Case Studies
Security
Explainer Reports
Cash Flow (beta)
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
Tax Report Information
Tax Report FAQ
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Letter Information
Tax Letter FAQ
Insurance Risk Management
Case Studies
Security
Explainer Reports
Cash Flow (beta)
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
How Do I Upload A Tax Return?
What Forms Do I Need to Upload?
What Types of Returns Do You Read In?
What will I see while the return is uploading and being processed through OCR?
Why did my upload fail?
My Upload Was Unsuccessful. What Now?
Do You Have Any Sample Returns?
File Size Limit
Can I Upload a Password Protected Tax Return?
Client Uploads
How Do I Edit/Combine PDFs?
Can I Upload Tax Transcripts from the IRS?
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Households
How do I create a new household?
How Do I Edit My Households?
Private Households
Merging Households
How can I apply "tags" to households?
What is the Households Page?
What does "-" mean on the Households tab for my clients?
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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?
How Can I Add and Manage Users?
Can I Customize My Client Deliverables?
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
Tax Return Staging
Reporting - Tax
Do you have a Tax Return Checklist?
Do You Have a Tax "Cheat Sheet?"
Where can I access webinar recordings?
Where is the Marketing Toolkit?
Holistiplan Shorts
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