Workflow Webinar: Holistiplan’s Tax Planning Workflow in Wealthbox

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We host webinars centered around workflows as part of our Workflow Webinar series. In this episode, we’re excited to partner with Holistiplan to showcase their tax planning workflow which helps advisors reflect on 2023 tax returns in preparation for the next tax season. Join us to learn more about:

  1. Where advisors can find the workflow libraries in Wealthbox
  2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch
  3. How firms are using Holisitiplan’s Tax Planning workflow to review takeaways from 2023 returns with clients and effectively prepare for next year’s tax season.
  4. How workflows provide advisors with a quick and easy way to ensure nothing slips through the cracks
  5. Getting started with the Holistiplan Tax Planning workflow in Wealthbox


Torie Happe

Head of Partnerships


Chris Kopanski

Sr. Product Specialist


“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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