Best Holistiplan Alternatives in 2026
Updated
20 apps from tax planning software ranked against Holistiplan on the same published basis.
- 1Holistiplan vs Taxottic
- 2Holistiplan vs Catalyst Tax Insights
- 3Holistiplan vs Dhanlytics
- 4Holistiplan vs Instead
- 5Holistiplan vs CFS TaxTools
- 6Holistiplan vs BNA Income Tax Planner
- 7Holistiplan vs Optiml
- 8Holistiplan vs Bloomberg Tax
- 9Holistiplan vs Do-io
- 10Holistiplan vs Hazel AI Tax Planning
- 12Holistiplan vs ONESOURCE Certificate Manager
- 13Holistiplan vs TaxCalc
- 14Holistiplan vs TaxPlanIQ
- 15Holistiplan vs TaxStatus
- 16Holistiplan vs Thomson Reuters Ready to Advise
- 17Holistiplan vs CCH ProSystem fx Tax
- 18Holistiplan vs LifeYield Tax-Smart Withdrawals
- 19Holistiplan vs Corvee Tax Planner
- 20Holistiplan vs Covisum Income InSight
- 21Holistiplan vs Practice CS
Holistiplan alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Taxottic | 7.9 | Free plan | $4.08/mo | Android, iOS, Web |
| 2 | Catalyst Tax Insights | 6.4 | Free plan | $4.08/mo | Web |
| 3 | Dhanlytics | 6.3 | Free plan | Free | Web |
| 4 | Instead | 6.3 | Free plan | Free | Web |
| 5 | CFS TaxTools | 5.9 | No | $19.92/mo | Windows |
| 6 | BNA Income Tax Planner | 5.8 | No | — | Web, Windows |
| 7 | Optiml | 5.8 | No | C$8.25/mo | Web |
| 8 | Bloomberg Tax | 5.6 | No | — | Web |
| 9 | Do-io | 5.6 | No | $4.92/mo | Browser, Web |
| 10 | Hazel AI Tax Planning | 5.6 | No | $160/mo | Web |
| 12 | ONESOURCE Certificate Manager | 5.6 | No | — | API, self-hosted, Web, Windows |
| 13 | TaxCalc | 5.6 | No | £3.50/mo | Linux, Mac, Windows |
| 14 | TaxPlanIQ | 5.6 | No | $397/mo | Web |
| 15 | TaxStatus | 5.6 | No | $75/mo | API, Web |
| 16 | Thomson Reuters Ready to Advise | 5.6 | No | — | — |
| 17 | CCH ProSystem fx Tax | 5.4 | No | — | Windows |
| 18 | LifeYield Tax-Smart Withdrawals | 5.3 | No | — | — |
| 19 | Corvee Tax Planner | 5.2 | No | — | Web |
| 20 | Covisum Income InSight | 5.2 | No | — | Web |
| 21 | Practice CS | 5.2 | No | — | Windows |
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Questions about Holistiplan alternatives
What is the best alternative to Holistiplan?
Taxottic, number 1 in tax planning software with a score of 7.9 out of 10. The others here: Catalyst Tax Insights, Dhanlytics, Instead and 16 more.
What is the best free alternative to Holistiplan?
Taxottic is the best-ranked alternative with a free plan. 4 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.