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Help Center

Holistiplan Basics

Holistiplan Basics

Get your Holistiplan account set up for success!

What are the most popular & recently recorded webinars?

How do I contact Support?

Age Milestone Reminders

Uploading Returns

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?

Why did my upload fail?

My Upload Was Unsuccessful. What Now?

Do You Have Any Sample Returns?

What is the File Size Limit?

Can I Upload a Password Protected Tax Return?

Can I allow my Client to Upload a Return?

How Do I Edit/Combine PDFs?

Editing Schedule B Data

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Household Information

How do I create a new household?

How Do I Edit My Households?

Can I keep a household private?

How do I merge two households?

How can I apply "tags" to households?

What is the Households Page?

What does "-" mean on the Households tab for my clients?

How do I delete households?

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User Settings

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?

What Is The Auto-Delete PDF Feature? And How Do I Enable It On My Account?

How do I add a new user?

How To Reset A User's Password or MFA (Multi-Factor Authentication) Token

How do I deactivate a user?

Creating Teams

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Tools & Resources

What is the Tax Return Staging screen?

What is the Reporting - Tax feature?

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

Holistiplan Schedule B Summary Report

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