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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Billing and Subscription Information
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Tax Report Information
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Scenario Analysis Information
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Tax Letter Information
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Insurance Risk Management
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Security
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Explainer Reports
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Cash Flow (beta)
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Integrations
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Roth Projection Tool
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2025 Pricing
Updating Payment Information
Want to know how to update your payment? Follow these easy steps!
Updating your payment information is as easy as 1,2,3! Firm Admins can change the payment information by first navigating to Settings > Subscription.
From there, make the necessary updates to your payment information and seen below and click the teal button to complete the update to the payment information in the system.
