Case Study: Jones & Roth enhances client tax planning with Holistiplan

Jones & Roth helps 20,000+ advisors simplify tax planning with Holistiplan

The customer, Jones & Roth, faced challenges in efficiently providing tax planning services to clients due to the time-consuming process and difficulty clients had in visualizing the value of these strategies. They sought a solution from vendor Holistiplan to streamline operations and improve client engagement with its tax planning software.

Holistiplan's solution provided clear, visual deliverables that simplified complex tax conversations for clients. Using the software, the advisor could quickly generate reports from prior year returns and model future scenarios, which significantly enhanced the client experience. As a result, clients better understood and valued the service, and the firm is now credited with making numerous money-saving moments for their clients, contributing to over a million families benefiting from tax planning through Holistiplan.

Jones & Roth