COLLEGE STATION, TX / ACCESS Newswire / March 17, 2026 / Holistiplan, the leading tax planning platform for financial advisors and tax professionals, reported record adoption and usage growth in 2025 as firms accelerated the shift to proactive, year-round planning.

Newly released findings from the 2026 T3/Inside Information Software Survey show that Holistiplan has maintained the industry's largest share of advisors' tech stacks for the fifth consecutive year - longer than any software in the history of the industry.

Holistiplan holds a 38.92% market share in tax planning software, the largest in the category, and an average customer satisfaction rating of 8.86 out of 10, the highest among surveyed tax planning softwares.

The Shift to Proactive, Year-Round Tax Planning Accelerates

More than 50,000 users now rely on Holistiplan, collectively uploading more than 20 million pages of tax returns and delivering planning insights to more than one million households nationwide.

"Holistiplan's growth reflects a broader industry shift," said Roger Pine, CFA®, CFP®, co-founder and CEO of Holistiplan. "Clients increasingly expect ongoing, coordinated advice, not once-a-year reviews. Our firms are standardizing purpose-built tech stacks that make proactive planning scalable across every client relationship."

Holisitplan supports advisors across approximately 80% of the largest RIAs and 90% of top broker-dealers nationwide, reflecting the platform's ability to meet the rigorous security standards required by the industry's most sophisticated enterprises.

Accuracy and Deterministic Calculations Power the Next Era of Tax Planning

Holistiplan users can upload a 1040 return and generate a client-ready tax report in seconds. Powered by a proprietary calculation engine, the platform enables firms to model planning scenarios, evaluate multi-year strategies, and analyze tax impacts with accuracy and confidence.

"Accuracy is non-negotiable in tax planning," said Scott Pittman, Chief Technology Officer at Holistiplan. "Our calculation engine is built by humans and validated against hundreds of thousands of real tax returns. Combined with highly accurate OCR, it delivers near-complete data accuracy that firms can trust."

Built for both backward-looking analysis and forward-looking planning, Holistiplan's calculation engine allows firms to evaluate a client's prior-year return while modeling the tax impact of planning decisions several years ahead.

2026 Roadmap Expands Automation, AI-Enabled Workflows, and P&C Insurance Planning

The company's 2026 roadmap focuses on expanding workflow automations, deepening tax planning capabilities for both advisors and tax professionals, and continuing to enhance its property & casualty product to support more proactive insurance planning.

These improvements reduce friction in collecting tax documents, expand multi-year scenario modeling, and apply artificial intelligence to reduce manual tasks and surface planning insights across tax and insurance.

At the same time, the company remains grounded in a core belief: Certain parts of tax planning must be right, every time. Core tax calculations will continue to rely on a deterministic, algebra-based calculation engine designed to ensure accuracy and transparency in projections and planning analysis.

Holistiplan is also expanding its P&C capabilities. The company's insurance product, which earned a 2025 WealthManagement.com "Wealthies" Industry Award, helps firms incorporate property and casualty risk into financial planning. Recent enhancements include Landlord Insurance Analysis and the ability to pull documents directly from insurance carriers.

"In 2026, advisors will see new ways to get tax data into the system for immediate analysis," said Andrew Young, VP of Product at Holstiplan. "New integrations that bring insurance and tax data directly from insurance carriers and the IRS, respectively, are already in production or testing, and native email integrations will allow firms to automate client communications in new ways.

"Holistiplan's estate module is working its way out to current subscribers, with more to come in 2026. And as AI continues to evolve, we're focused on applying it in ways that improve the client experience while maintaining the security, accuracy, and reliability Holistiplan's more than 10,000 subscribing firms expect."

About Holistiplan

Holistiplan is a fast-growing company in the FinTech sector, serving more than 50,000 users across the advisory community. Its award-winning software empowers financial advisors to deliver comprehensive financial planning at scale, bringing together tax planning, P&C insurance analysis, and estate planning in a single, unified system.

Holistiplan's OCR technology reads tax returns in seconds to generate client-ready reports, identify planning opportunities, and model scenarios across income brackets. Advisors can analyze insurance coverage, integrate premiums into cash flow projections, and visualize estate distributions through interactive asset diagrams, all from one platform. Learn more at www.holistiplan.com.

Contact Information
Alanna O'Connell
Marketing Manager
alanna.oconnell@holistiplan.com

SOURCE: Holistiplan