---
title: Kitces Integration Guide
description: Holistiplan's integration with Kitces.com
---

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2. [Integrations](https://help.holistiplan.com/integrations?hsLang=en)
3. [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations)

# Kitces Integration Guide

## Holistiplan's integration with Kitces.com

Holistiplan users can enable an integration to view [Kitces](http://www.kitces.com) 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.

![kitces](https://help.holistiplan.com/hs-fs/hubfs/kitces.png?width=688&height=189&name=kitces.png)   
A Firm Admin within your subscription will need to navigate to **Settings \> Integrations**, then flip the toggle to "enabled" to activate the integration. Once enabled, this integration will be viewable by all user's firm wide.

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jan-15-2025-06-59-28-8103-PM.png?width=724&height=757&name=image-png-Jan-15-2025-06-59-28-8103-PM.png)

- [Getting Started at Holistiplan](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#main-content)

    - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#how-to-contact-support)
    - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#ready-to-get-started)
    - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#getting-started-with-your-households)
    - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#scenario-analysis)
    - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#master-your-dashboard)
    - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan?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)
    - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information)
- [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content)

    - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on)
    - [API](https://help.holistiplan.com/integrations?hsLang=en#api)
    - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations)
    - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations)
- [Security](https://help.holistiplan.com/security?hsLang=en)
- [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en)

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