Upload Your First Return

This 2-minute video walks you through uploading your first return, allowing you to see and learn the process from start to finish: 

Uploading a return is your first step toward effortless tax planning magic. 🧙‍♂️ Here’s why you’ll want to do it:

1. Time Saver: Free yourself from hours of tedious calculations and let Holistiplan do the heavy lifting. 🕒

2. Instant Insights: Within seconds, Holistiplan analyzes the return and provides actionable insights—no more manual digging! 📊

3. Client-Winning Reports: Generate beautiful, easy-to-understand reports that will “wow” your clients and set you apart. 💼✨

4. Accuracy You Can Trust: Stay confident in your advice with our reliable tools that flag opportunities and potential pitfalls. ✅

Looking for step-by-step instructions on how to upload a return? Click here.