Holistiplan is a tax and estate planning software platform designed specifically for financial advisors to streamline the review of client tax returns.
With this integration GReminders can use Ask Anything or Pre Meeting Briefs to pull data from Holistiplan to improve the outputs.
How to Enable Holistiplan Integration
(Right now the setup is a bit manual, we are working to streamline this). Create ClientID and Client Secret per this article:
https://help.holistiplan.com/getting-started-with-the-holistiplan-api
Each User must have their own ClientID/Secret.
Submit this ClientID/Secret to GReminders along with which user these IDs are related to here:
https://www.greminders.com/utils/secure-form
Send an email to [email protected] notifying them you have submitted the ClientIDs and to enable Holistiplan Integration for the customer.
How to Use It
We suggest in AI Knowledge that you add some language such as “when asked about tax returns use the holistiplan tool to get data”.
This will ensure that when Ask Anything is being asked about tax returns it know WHERE to get this information from.
You can then navigate to a contact record and ask things like “Summarize the latest tax returns”
Or add some text in the pre meeting brief to pull Tax Return data, such as AGI, Income, Capital Gains, etc…
Example:
That’s It
Have questions? Email to [email protected]
FAQs
What is Holistiplan and how does it integrate with GReminders?
Holistiplan is a tax and estate planning software platform designed for financial advisors to streamline the review of client tax returns. The integration allows GReminders to use features like Ask Anything or Pre Meeting Briefs to pull data from Holistiplan to improve outputs.
How do I enable the Holistiplan integration with GReminders?
To enable the integration, you need to create a ClientID and Client Secret for each user following Holistiplan's API setup instructions. Then, submit these credentials to GReminders via their secure form, specifying which user they belong to. Finally, email [email protected] to notify them and request activation of the Holistiplan integration.
How can I use the Holistiplan integration within GReminders?
It is recommended to add language in AI Knowledge instructing the system to use Holistiplan for tax return data. You can then ask questions like 'Summarize the latest tax returns' or include tax return details such as AGI, Income, and Capital Gains in pre-meeting briefs to pull relevant data from Holistiplan.