Kitces Integration

Holistiplan's integration with Kitces.com

Settings > Integrations


Holistiplan users can enable an integration to view Kitces articles relevant to observations within Holistiplan's Tax Report, Scenario Recipes, and Age Reminders. When integrated, you will see Kitces icons as shown below which link directly to articles related to the observation.


 

A Firm Admin within your subscription will need to navigate to Settings > Integrations, and click on the "Enable Kitces.com Integration" button to activate the integration. Once enabled, this integration will be viewable by all user's firm wide.