Singular and Holistiplan launch CRM tax planning integration

By AI, Created 1:06 PM UTC, May 27, 2026, /AGP/ – Singular by Patrina and Holistiplan have launched a new integration that lets financial advisors upload tax returns inside the Singular CRM and generate tax planning reports without manual entry. The move targets a growing demand for unified advisor tech as firms look to reduce duplicate data entry and bring tax insights into everyday workflows.

Why it matters: - Financial advisors are under pressure to deliver tax-aware advice with fewer disconnected tools. - The integration is designed to reduce manual work, duplicate data entry and workflow gaps between CRM and tax planning systems. - The launch reflects a broader industry move toward embedding tax planning inside core advisor software.

What happened: - Singular by Patrina and Holistiplan launched an integration for mutual clients immediately. - Advisors can upload tax returns directly in the Singular CRM. - Holistiplan’s OCR technology extracts data and generates reports without manual entry. - Mark Opila, chief executive officer at Patrina, said the integration reflects a broader shift toward connected, workflow-driven technology. - Opila said advisors want fewer, more powerful systems that work together.

The details: - The integration automatically creates households and clients in Holistiplan from Singular. - Client data syncs across the CRM and tax planning systems. - Advisors can upload tax returns within their normal workflow. - Tax return analysis can run with optional expert review. - Tax planning reports appear inside Singular. - The workflow is designed to be secure and avoid duplicate data entry. - Kitces Research found that a majority of financial advisors now offer tax planning as part of their services. - Many advisors still rely on fragmented tools and manual processes to deliver tax planning.

Between the lines: - The launch points to a market shift from point solutions to integrated advisor platforms. - Vendors are competing on workflow depth, not just feature count. - Embedding tax planning in the CRM may help firms standardize advice delivery and scale client service more consistently.

What’s next: - The integration is live now for mutual Singular and Holistiplan clients. - Patrina and Holistiplan are positioning the combined workflow as part of a broader push toward unified advisor technology. - Singular by Patrina says more information is available at Patrina. - Holistiplan says more information is available at Holistiplan.

The bottom line: - Financial advisors get a tighter link between CRM data and tax planning, which could make tax-aware workflows faster and easier to scale.