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Shareable Links

Want to share links to your clients' Tax Explainer with them? Here's how.

Firm Admins have the ability to enable Holistiplan reports to be shareable with clients using unique links to those reports. Currently, the link-sharing feature is available for the Tax Explainer Report, and we hope to be adding that link-sharing capability to other reports in the future! To activate this feature, Firm Admins can navigate to Settings > Features and Tools > Tax.

Within the Permissions section, "Allow shared linking" can be selected. This will enable the link-sharing feature. Be sure to click "Save Changes" before leaving the page.

When you open the Tax Explainer, you will then see a "Share" button appear at the top right of the screen, as shown in the example below.




Click "Share" to obtain the link to share with the client. A pop-up window will appear showing the shareable link , in addition to the password they will need to open that link. For security purposes, the link will expire in two weeks.

Remember to copy the link and password before closing the pop-up window, as that information will not be available after you leave that page.


If you have any questions, please Contact Support for assistance.