CFS TaxTools vs Holistiplan
| CFS TaxTools | Holistiplan | |
|---|---|---|
| Free plan | No | No |
| Free trial | Yes | Yes |
| Paid from | $19.92/mo | $62.42/mo |
| Open source | No | No |
| Platforms | Windows | api, Web |
| Free plan | No | No |
| Scenario modeling | Yes | Yes |
| Multi-year projection | Yes | Yes |
| Capital gains modeling | Yes | Yes |
| Retirement income modeling | Yes | Yes |
| Data import | Yes | Yes |
| Client collaboration | — | Yes |
Both are listed in Best Tax Planning Software. On Inferse, Holistiplan scores higher on our published basis.