live Webinar Best Practices

Streamline Your Tax Letters with Wealthbox and Holistiplan

Thursday, Sep 25, 2025 at 2:00 PM ET

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​​Tax season is evolving, and so should your client communications. Join Wealthbox and Holistiplan to learn how to simplify, personalize, and automate your Tax Letters, ensuring clients get the right information at the right time.

This webinar will cover:

  1. Prepare for an efficient and organized tax season with Wealthbox workflows
  2. Use Holistiplan’s Tax Letter feature to create accurate, professional client communications
  3. Automate routine tasks while maintaining a personal touch
  4. Integrate Tax Letters directly into your Wealthbox workflow for a smoother process

Speakers

Kate Laws

Partnership Relationship Manager

Holistiplan

Andrew Ladwig

Director of Business Development

Wealthbox

“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