Overview
Join Holistiplan’s Head of Partnerships, Torie Happe, and TaxStatus’s SVP of Revenue, Chuck Hayes, for an enlightening webinar that will change the way you handle client tax returns and streamline your tax planning processes.
Highlights:
- • Convert the dreaded “send me your tax returns” request into a seamless, positive experience for your clients.
- • Learn how to connect directly with your clients’ IRS accounts and save an average of five hours per client each year.
- • Experience the simplicity of generating detailed client tax reports with insightful observations at the touch of a button, thanks to the powerful integration of Holistiplan with TaxStatus.
This info session is a must-attend for advisors looking to leverage technology to enhance efficiency and client satisfaction. Don’t miss out on the opportunity to elevate your practice with these innovative tools that are sure to help you stand out!
Watch the recording:
