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- Deeper Dive at Holistiplan - 201
- Tax Letter- Adding Value for Your Clients
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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Deliver More Value with the Tax Letter
The Tax Letter prepares your clients (or tax preparer) with the most accurate information going into Tax season!
Watch this five minute video to become an expert on Holistiplan's Tax Letter!
Why Use the Tax Letter with Clients?
✅ Enhance Client Relationships & Retention – Providing a personalized Tax Letter shows clients that you’re thinking ahead on their behalf, strengthening your role as a trusted advisor and deepening client relationships.