Holistiplan

Holistiplan is where an advisory practice keeps its tax planning work, from household composition to Roth conversion projections and scenario analyses, but getting to that detail mid-conversation usually means switching over to look it up. Quin connects directly to Holistiplan so you can search, create, and update household, client, and subsidiary records through chat, and pull in a household's tax planning details the moment you ask about it.

What you can do with Holistiplan and Quin

• Pull up a household's full tax picture without opening Holistiplan.
  Income tax detail, Roth conversion projections, scenario analyses, tax reports, tax returns, and letter status come back the moment you ask about a household.
• Search for a household or client before creating a new one.
  Quin checks for an existing match first, so you're not left with duplicate records.
• Create a new household, client, or subsidiary from a conversation with Quin.
  No need to switch over to Holistiplan to add a record.
• Update a household or client's details directly through Quin.
  Changes you dictate in chat get written back to Holistiplan.
• Turn billing on or off for a household.
  Ask Quin to activate or deactivate a household's billing status without opening Holistiplan.
• Delete a record with an explicit confirmation step.
  Quin always confirms before removing a household, client, or subsidiary.

Who this helps most

• Advisors who want tax planning context mid-conversation, instead of pausing to open Holistiplan and look it up separately.
• Practices managing multiple firm subsidiaries, where getting a household linked to the right entity matters.
• Anyone who wants a faster way to create or update records, without switching out of Quin to do it.

How this shows up day to day

• A client meeting is about to start.
  Ask Quin for the household's latest scenario analysis or Roth conversion projection instead of pulling up Holistiplan cold.
• A prospective household signs on as a paying client.
  Ask Quin to turn on billing for that household directly, without a separate trip to Holistiplan.
• A household's composition changes.
  Add the new client record through Quin the moment it comes up in conversation.

Frequently asked questions

Does Quin sync all my Holistiplan data automatically?
No. Holistiplan isn't treated as a CRM, so Quin doesn't pull every record in ahead of time. Quin searches, creates, and updates records when you ask, and tax planning details load in when you ask about a specific household.

What tax planning data can Quin show me?
When you ask about a household, Quin pulls in income tax detail, Roth conversion projections, scenario analyses, tax reports, tax returns, and tax letter status tied to that household, pulled directly from Holistiplan.

Can Quin delete a household or client record?
Yes, but only with an explicit confirmation. Quin will always check with you before deleting anything in Holistiplan.

Does Quin replace Holistiplan?
No. Holistiplan remains the system of record for tax planning. Quin gives you a faster way to look up, create, and update records without switching applications.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Holistiplan.