Overview
Using TaxStatus with Holistiplan turns client data collection into a simple and secure client touchpoint and seamlessly imports tax returns as analyzable data from TaxStatus into Holistiplan.
See for yourself why TaxStatus and Holistiplan go together like milk and cookies. 🥛🍪
Watch the Integration in Action
(1) To request tax records from your client, simply copy your custom, branded consent link and include it in an email to your client. The optional message template provided is designed to help you effortlessly and effectively communicate about TaxStatus so your client feels educated and secure.
(2) For your client, the consent process is fast and painless. In less than two minutes, your request for records will be on its way to the IRS.
(3) When your client’s records become available, you’ll be able to import them to Holistiplan in just a couple of clicks.
(4) No more waiting around in the dark. Receive notifications on relevant IRS updates, including when new records become available to be imported.
