PreciseFP and Holistiplan Launch New Integration and Custom Engagement
New integration and customized engagement simplifies collecting vital tax return data as a part of the client data-gathering process Holistiplan, the industry-leading tax planning software for financial advisors, and PreciseFP, the award-winning client engagement and data-gathering platform from Docupace, today announced a new integration partnership better connecting the two platforms. “Holistiplan and PreciseFP......