How Advisors Leverage Past Tax Returns to Plan for a Better Tomorrow

Presented by

Join Wealthbox and Holistiplan for a previously recorded live webinar to understand the importance of using previous tax reports to plan for the future. This webinar will cover:
  1. How advisors use OCR technology to extract key takeaways from tax returns in seconds.
  2. How the integration between Holistiplan and Wealthbox makes it easier for advisors to navigate clients through future tax planning decisions.
  3. How advisors use clear communication strategies to keep clients involved in the future tax planning process.
  4. How CRM workflows help advisors stay on top of tax planning decisions and turn them into reality.


Griffin Kale

Sales Operations Manager


Andrew Ladwig

Director of Business Development


“The partnership with Wealthbox supports our goal to help advisors deliver richer financial planning to more clients. Advisors on the Wealthbox platform can seamlessly incorporate automatically-generated tax planning information from Holistiplan. We think this is a game changer for advisor efficiency.”

Roger Pine

Co-Founder at Holistiplan

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