Tax Report Integration Options

Holistiplan users can integrate with the Kitces.com blog and FP Pathfinder to enhance their knowledge of Tax Report observations

Holistiplan offers two integrations that lead users to more information for certain observations on the Tax Report.

Holistiplan’s integrations with Kitces.com and FP Pathfinder are designed to help you work smarter, elevate your expertise, and provide exceptional client service. Ready to unlock these powerful tools? 👉 Watch this quick 2-minute video to get started:

Users can choose to integrate with the Kitces.com blog, which will illustrate links to articles related to a particular observation. Learn how to enable this integration HERE.

Subscribers to FP Pathfinder can choose to integrate with Holistiplan, which will direct them to resources on the FP Pathfinder site related to a particular observation. Learn how to enable this integration HERE.

Why Enable Holistiplan's Kitces.com and FP Pathfinder Integrations?

⏱️ Save Time: No more hunting for additional information—relevant resources are just a click away, directly from the Tax Report.

🔍 Deepen Your Expertise: These integrations give you immediate access to trusted, detailed resources for specific observations on the Tax Report. Gain deeper insights to better understand complex tax planning scenarios.

📚 Stay Informed: With Kitces.com articles, you’ll always have the latest thought leadership at your fingertips, empowering you to provide clients with informed, cutting-edge advice.

📋 Simplify Actionable Steps: FP Pathfinder resources provide practical, step-by-step guides, helping you translate observations into clear, actionable strategies for your clients.

🎯 Deliver More Value: By leveraging these integrations, you enhance your ability to explain complex concepts, offer precise solutions, and ultimately, deliver a better client experience.