Holistiplan Forms 2026 Enterprise Advisory Board to Shape Tax Planning Technology
AI SummaryAI-generated — verify against the source.Holistiplan, a prominent tax planning software provider for financial advisors, has formed a 2026 Enterprise Advisory Board to guide the development of its future technology roadmap. This initiative signals a strategic push to integrate more advanced features, likely including AI-driven tax analysis, into their platform to better serve enterprise-level advisory firms.
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