The export-only integration unlocks valuable functionality across the two software platforms. Advisors can now have end clients upload their tax returns within PreciseFP’s secure client engagements, and then easily export the household data and tax documents into Holistiplan for processing.
Note that data and the tax return will only export manually. Nothing will export automatically.
Enabling the integration
Navigate to Settings > Integrations, then click on the Holistiplan tile:
Click 'Enable', then click 'Enable' once more to be redirected to Holistiplan, where you will enter your credentials:
Click 'Authorize':
The Holistiplan tile should now show as 'Enabled':
Exporting to Holistiplan
Click on the Account you wish to export, then click the 'Export' option:
Select whether to create a new record, or export to an existing record by searching by last name:
Note:
This will export all mapped data and the tax return document to Holistiplan.
Each document is only exported once. To export a document again, you will need to download it, remove it, and re-upload it to your client/prospect profile or you will need to unlink the client/prospect record from Holistiplan.
The default mapping for the tax return document is to the pre-existing Expenses & Taxes/Annual Taxes/Recent Federal Tax Return, though this can be changed in the integration mapper.
The tax return document must have a year in the file's title in order to export unless you create a custom mapping to the Year of Tax Return field in the integration mapper.
Keywords: Holistiplan, Export, Tax Return, Overview