Mili and Holistiplan Integrate to Automate Tax Planning for Financial Advisors
AI SummaryAI-generated — verify against the source.Mili and Holistiplan have integrated their platforms to automate tax planning workflows for financial advisors. This partnership combines Mili's AI-driven capabilities with Holistiplan's tax planning software, aiming to reduce manual data entry and streamline the analysis of tax returns for advisory practices.
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