Get started with Mili + 
Holistiplan

Book a demo
Try Mili Now

How it works

Connect Holistiplan once from Settings → Integrations
Open Mili and start a meeting prep, note, or question
@-mention a Holistiplan household or client as your source
Mili reads the tax context in the background
Ask what you need, or let it flow into your prep
Tax figures land in your notes, ready to review

Webinar

Frequently Asked Questions

01
How does Mili use my Holistiplan data?

When you @-mention a Holistiplan household or pick one in meeting prep, Mili reads the tax details and folds them into your notes, prep briefs, and planning skills. It's read-only, the data flows from Holistiplan into Mili for context, never the other way.

02
Does Mili change anything in Holistiplan?

No. Mili only reads. It never edits returns, changes scenarios, or writes notes back. Holistiplan stays your system of record.

03
What tax data can Mili see?

Filing status, AGI, taxable income, total tax, and marginal bracket by year, plus which return years are on file and their status, your scenario names, and recent household activity. Ask a specific question and Mili can also pull tax reports, tax letter status, PDF snapshots, and Roth projections. A few things it can't read today: Household Notes from the Holistiplan app, dependent details, and notes typed only into a scenario field.

‍

04
What do I need to turn on to connect Holistiplan?

Three quick steps. First, your Holistiplan firm admin enables the Mili tile in Holistiplan under Settings → Integrations. Next, your Mili org admin makes sure Holistiplan is checked under Admin settings → Meeting controls → Integrations (it's on by default for most organizations). Then you connect: in Mili, go to Settings → Integrations, scroll to Tax Planning, find Holistiplan, click Connect, and authorize access. If the connection fails, it's almost always the first step, check that your Holistiplan firm admin enabled the Mili tile.

05
Which Mili skills work with Holistiplan?

Meeting Prep, Ask About Client, Client Snapshot, Client Profile Mind Map, Advanced Planning Opportunities, and Create Client Excel, any time you @-mention Holistiplan or ask for tax data.

06
How is this different from a CRM integration?

Your CRM integration can import contacts and push meeting notes and tasks after a meeting. Holistiplan is read-only tax context flowing into Mili — no contact import and no sync back to Holistiplan.

‍

07
How can I verify the accuracy of answers in Mili Office?

Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations.

‍

08

Ready to connect Mili with 
Holistiplan
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

Schedule Demo
+
} } }) } } }) } } })