tax integration Integration
Jump +Holistiplan
Holistiplan is a tax planning platform that helps advisors analyze client tax returns and identify planning opportunities. Connect Holistiplan to Jump to bring key tax insights directly into pre-meeting prep so advisors can prepare for conversations with confidence, without switching systems.
Key Benefits
Faster tax-aware preparation
Access relevant tax details inside Jump before meetings, eliminating last-minute document gathering or system switching.
More informed conversations
Enhance meeting prep with tax context that helps advisors ask better questions and focus on what matters most.
Stronger AI insights
Tax data improves the quality and relevance of Jump’s AI-generated summaries and recommendations.
A more connected workflow
Bring tax planning context into the same workspace where advisors prepare, meet, and follow up with clients.
Feature Details
Tax Planning Context in Pre-Meeting Prep
View Holistiplan household and tax return information directly within Jump’s pre-meeting prep experience.
Household-Level Data Access
Jump imports Holistiplan households and links them to client records so tax context appears in the right place.
Real-Time Data Retrieval
Tax information is queried live to ensure advisors are preparing with the most current data available.
Smart Contact Linking
Households are automatically matched to existing Jump contacts where possible, with the option to manually select the correct household.
Secure OAuth Connection
Connect Holistiplan to Jump using a secure OAuth sign-in for safe, reliable access to tax data.
How it Works
Connect Holistiplan to Jump
Authenticate using your Holistiplan credentials from Jump’s integration settings.
Link households to client records
Jump imports Holistiplan households and links them to existing contacts.
Prepare with tax context
Tax details appear automatically in pre-meeting prep alongside other client information.
Resources
Onboarding Webinar
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Customer Support
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