Holistiplan ranks No. 1 in tax planning software for advisors
Updated
Updated · SmartAsset · May 7
Holistiplan ranks No. 1 in tax planning software for advisors
8 articles · Updated · SmartAsset · May 7
The 2026 T3/Inside Information Software Survey gave Holistiplan a 38.92% market share, ahead of TaxStatus at 9.22% and FP Alpha at 4.62%.
The platform targets CPAs, financial advisors, planners and enrolled agents, offering tax, insurance and estate planning tools, CRM integrations and plans starting at $799 a year.
The survey listed 13 commonly used programs, including ProConnect, ProSeries and Drake Tax Planner, as advisors weigh features, AI capabilities, integrations and pricing when expanding tax-planning services.
As top advisors adopt AI tax tools, are the 47% who don't use them risking their careers?
With software costs soaring, how can advisors build a winning tech stack without crippling their profits?