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Ratings and Reviews 0 Ratings
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Taxd is a modern tax filing solution that provides hassle-free service for individuals and businesses alike. Whether you're managing personal taxes, company taxes, or rental income, Taxd offers a fast, simple, and secure platform to file your returns. The platform is designed to save you both time and money, with transparent pricing starting at just £35 for a simple tax return and £99 for a full return. Taxd ensures that you receive personalized support from tax experts, while also maximizing your tax savings with recommendations for deductions, credits, and reliefs. Recognized by HMRC, Taxd provides an intuitive and reliable way to file your tax returns efficiently.
What is Holistiplan?
Holistiplan utilizes state-of-the-art OCR technology to rapidly assess tax returns and generate a customized, white-labeled tax report brimming with relevant insights in just seconds. In mere moments, advisors can provide a polished, easily digestible document that showcases their firm's logo at the top and a personalized disclaimer at the bottom. This report can be effortlessly saved as a PDF for either emailing or printing, making it an ideal resource for face-to-face meetings with clients. Not only does this streamlined process serve as a powerful and distinctive touchpoint that differentiates firms from their rivals, but it also enhances client interactions. Furthermore, the same OCR technology facilitates a scenario analysis interface, allowing advisors to swiftly identify critical income thresholds that inform tax planning strategies such as ROTH conversions, tax-efficient withdrawals, and charitable contributions. By incorporating robust tax planning tools, Holistiplan enables every advisor to deliver meaningful insights to their clients, ensuring that effective tax strategies are readily available for all. Ultimately, this cutting-edge approach revolutionizes the client-advisor dynamic, promoting deeper engagement and comprehension while paving the way for more informed financial decisions. With such innovative solutions at their disposal, advisors can cultivate stronger relationships with their clients and provide a level of service that truly stands out.
Integrations Supported
Moneytree
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$449 per year
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Taxd
Date Founded
2021
Company Location
United Kingdom
Company Website
www.taxd.co.uk
Company Facts
Organization Name
Holistiplan
Date Founded
2019
Company Location
United States
Company Website
www.holistiplan.com
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning