Thursdays @ 1pm Eastern
Highlights:
- – Save you and your client an average 20 hours per client per year with one secure client touchpoint – Eliminate data input errors and the need to turn copies of client tax returns into usable information
- – Advise with the complete picture of official income sources, asset locations, mortgages, employers, and more – Automatic record updates and alerts enable you to stay on top of important changes and keep client records up to date
- – Integrate TaxStatus Pro seamlessly with your CRM, Holistiplan, and other essential tools you use.
Don’t miss this chance to revolutionize your practice and elevate your client services. Register now to secure your spot and unlock the potential of TaxStatus Pro!
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