--- title: Getting Started with Single Sign-On description: This article will run you through how to set up SSO with Holistiplan --- [Skip to content](https://help.holistiplan.com/getting-started-with-single-sign-on-any-identity-provider#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Integrations](https://help.holistiplan.com/integrations?hsLang=en) 3. [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) # Getting Started with Single Sign-On ## This article will run you through how to set up SSO with Holistiplan #### 💡 Please keep in mind that SSO with Holistiplan is Service Provider (SP) Initiated only. When you complete your setup on the Holistiplan side, a "Magic Link" will be generated for you. This is a direct SSO sign-on link that can be used in your Identity Provider to mimic an IDP initiated flow if desired. ### Identity Provider Setup To setup SSO between your Identity Provider and Holistiplan, please first create a new application in your Identity Provider that is SAML2.0 enabled. Once created please make sure that the SAML application is configured with the information below:   **Entity ID:** https://app.holistiplan.com **Assertion Consumer Service (ACS) URL:** https://app.holistiplan.com/sso/complete/saml/ **Name ID Format:** emailAddress **Signing Algorithm (If asked):** SHA256 **Mapped Attributes:** email   Once this has been configured download your IDP metadata file and save it. This will be needed for the configuration on the Holistiplan side. ### Holistiplan Firm Admin Setup 1\. Open your Holistiplan Application and navigate to **Settings \> Features & Tools \> General**. Scroll to the bottom of the page and make sure that **SSO Self Serve** is enabled as seen below. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-08-36@2x-png.png?width=1095&height=166&name=CleanShot%202026-02-11%20at%208%E2%80%AF-08-36@2x-png.png) 2\. Once this has been enabled click on **Security** in the left hand side where you should now see the SSO configuration box where you can begin your configuration. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-10-18@2x-png.png?width=513&height=283&name=CleanShot%202026-02-11%20at%208%E2%80%AF-10-18@2x-png.png) 3\. Select your Identity Provider. If you don't see your's listed or you use an internal Identity Provider, please select **Internal/Custom/Other** as your IDP  ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-10-50@2x-png.png?width=508&height=288&name=CleanShot%202026-02-11%20at%208%E2%80%AF-10-50@2x-png.png) 4\. Next click on the **IDP Settings** button ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-11-24@2x-png.png?width=510&height=651&name=CleanShot%202026-02-11%20at%208%E2%80%AF-11-24@2x-png.png) 5\. In the exposed modal, click on **Import from XML** and upload the xml metadata file we downloaded from your Identity Provider setup. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-11-47@2x-png.png?width=514&height=288&name=CleanShot%202026-02-11%20at%208%E2%80%AF-11-47@2x-png.png) This will auto-populate the fields. Then press **Submit**. 6\. Finally either select **Enable SSO** or **SSO Only (no passwords)** based on your firms preference ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-12-43@2x-png.png?width=405&height=514&name=CleanShot%202026-02-11%20at%208%E2%80%AF-12-43@2x-png.png) After this your setup is complete! Feel free to log out and log back in via SSO. If you're still experiencing any issue or having any trouble with this setup, reach out to [support@holistiplan.com](mailto:support@holistiplan.com) - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - 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