Holistiplan
Integration

Learn how the Holistiplan x Zocks integration works.
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  • Level: Intermediate
  • Study time: 30 minutes
  • Exams: 1

Course Overview

About this course

Ready to set up Zocks with Holistiplan? This learning path is built for financial advisors who want to connect their Holistiplan account, bring key client tax return insights into Zocks, and keep everything in sync with less manual work. Whether you’re enabling the integration for the first time or tightening up your workflow, you’ll get clear, step-by-step guidance.

We’ll start with a quick orientation to the Zocks UI and course resources, then walk through the full meeting workflow with Holistiplan. You’ll learn how to connect Holistiplan, link Contacts, and understand why sync is required for Meeting Prep and Holistiplan data to appear in Zocks. From there, we’ll cover how to use Holistiplan information inside Zocks—across Meeting Prep, Ask Anything, and Forms.

To round things out, the course includes an Ultimate workflow for Email Management, so you can see how Holistiplan fits into your broader Zocks process. Along the way, you’ll complete short quizzes and knowledge checks to confirm you’re confident using the integration.

Who is this course for?

Master the Tax Planning Integration

Transform your workflow by automating the heavy lifting. In this course, advisors will learn to:

Sync Contacts: Eliminate manual data entry between platforms.

Prepare Faster: Reduce meeting prep time with critical tax insights provided automatically

By the end, you’ll know how to connect, sync, and use Holistiplan information in Zocks across your meeting workflow.

Duration

Approx. 30 minutes.

Course Contents

Earn Your Zocks Academy Certification

  • At the end of this course, you’ll be able to test your knowledge with a short quiz to reinforce the most important takeaways. Just finish all lessons, take the final quiz, and claim your ZockStar title.

Spotlight on Our ZockStars

Neal Watson
Commonwealth Financial Services

Zocks has been one of the best tools that l've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me and has already done a lot for us in my office.

Dani Fava
Carson Group

The incredible 97% weekly active usage rate among our advisors demonstrates how Zocks is enhancing our ability to understand and serve clients. This isn't just about efficiency, it's about unlocking deeper insights from every client interaction to deliver more value and drive better outcomes.

Thomas Kopelman
AllStreet Wealth

I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my
business. 

Dan Garett
Advisor Digital

Now with the PreciseFP integration, we're able to realise our vision of 'input once and use everywhere'. Turning conversations into data dramatically increases operational velocity and elevates the client experience.

James Wombela
SLP Wealth

Zocks has been an invaluable addition to my tech stack. I love being able to focus on the conversation and solving problems with clients and not have to worry about taking notes. Zocks has also saved me a ton of time post-meeting by making it much easier to update internal notes, assign tasks for myself, and share meeting summaries, and next steps with the client.

AJ Norris
Norris Financial Group

Zocks doesn't just help you go faster - it does more work for you, so you can focus on what matters the most: your clients. If you want to streamline your day and stay fully present in meetings without the post-call scramble, I'd recommend Zocks without hesitation.

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