Recorded Tax Planning Demo: How to Scale Tax Planning Across Clients in Minutes

This session demonstrates how Holistiplan turns raw tax documents into clear planning opportunities in minutes. The walkthrough covers real navigation, scenario modeling, report generation, and the review process advisors use to lead structured tax conversations with every client.

With this demo, you will:

• Follow a step-by-step workflow from 1040 upload to completed planning insights.
• See how automated flagging surfaces opportunities in seconds.
• Understand how to run projections, compare scenarios, and test “what-ifs.”
• Learn how to generate branded, client-ready reports with no manual formatting.
• Discover how firms use this workflow to scale tax planning across their client base.

Bridge: If your tax reviews rely on manual inspection or spreadsheet modeling, important planning opportunities are easy to miss and hard to standardize. A structured, automated workflow gives you consistent reviews and faster delivery — across every client, every year.