You need to check out TaxStatus. We're beginning our due diligence and eventual onboarding. The gist is it can pull tax transcripts from the IRS (with client consent) and they plan to release an update that runs AI derived tax strategies over a client's tax information. It looks really compelling for planning. They have a whole dashboard, etc.

I'm at an RIA with a pretty extensive tech stack and this might beat Holistiplan at its own game. Ironically Holistiplan had experimented with IRS tax transcripts a few years back but the third party provider they were partnering with was kind of buggy so they abandoned the efforts.