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Answer client tax questions instantly with Holistiplan and Zocks
Zocks brings your Holistiplan tax analysis into meeting prep, live conversations, and client emails, so you can act on tax insights without switching tools. Connect once and tax data flows both directions
AI-powered tax insights you can use before, during, and after every meeting
Walk into every meeting with your client’s full tax picture
Before a meeting, Zocks pulls the most recent tax analysis, insights, and scenario results from Holistiplan into a meeting prep doc, alongside CRM data, past conversations, and email history. So you walk into every call with a complete picture of their income, deductions, marginal rates, and more.
Capture tax-relevant details from every client conversation
Zocks identifies income changes, life events, business transactions, and other tax-relevant details from your meetings and emails — and structures them for immediate use in Holistiplan.
Ask any tax question during a live meeting
A client asks about their itemized deductions mid-conversation that you didn’t prep for. Use Ask Anything to get the answer instantly. Ask for a breakdown of deductions, check capital gains, or look up carryforward losses. Zocks pulls the answer directly from Holistiplan.
Answer tax questions without pulling up the return
A client asks about their reported interest and dividend income. Zocks pulls their Holistiplan data and automatically drafts a detailed response. You review and send without logging in or pulling up returns manually.
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How Zocks works with Holistiplan
A two-way connection that puts your tax analysis to work across every client interaction.
Sync Direction
Two-way data synchronization
Read from Holistiplan
Income, deductions, tax liability, filing status, marginal tax rates, dividends, capital gains, carryforward losses, supporting schedules
Write to Holistiplan
Contact record updates from conversations
Meeting Prep
Pulls most recent tax analysis and insights from Holistiplan
Ask Anything
Query Holistiplan data mid-meeting
Email Drafting
Generate client replies using Holistiplan data
Forms
Fill out forms using Holistiplan data
Integration Status
Live Native Integration – just click to connect Holistiplan from Zocks.
Here’s why we’re rated #1
Get started for free in less than 10 minutes
FAQs
Holistiplan gives you detailed tax analysis, but it lives in a separate tab from your client conversations. So when a client asks about deductions mid-meeting, you switch tools to find an answer you already have.
Zocks adds an AI layer on top of your Holistiplan data, so instead of searching, you just ask. Get the answer instantly, drafted into an email or delivered live mid-meeting. New details captured in conversations flow back into Holistiplan to keep your records current.
Zocks is a separate subscription from Holistiplan. Your Holistiplan plan is not affected by adding Zocks.
Zocks currently integrates with Holistiplan for tax planning. We're expanding tax tool integrations. Talk to us about your stack.
Zocks captures income changes, life events, business transactions, distribution details, and other tax-relevant details mentioned in client conversations — structured and ready for Holistiplan analysis.