On demand Webinar

Early Engagement Matters: Ensure Your Client Taxes Are in Top Shape!

Navigating changes in your client’s taxes this year can be challenging. That’s why we suggest using PreciseFP and Holistiplan for taxes, and starting early is key! With these tools, you can quickly gather your clients’ 1040, plug it into Holistiplan, and get a detailed report. Find out the useful insights from Holistiplan’s report and learn to make this whole process easier with PreciseFP.

Speakers

Nora Gallegos

Financial Planning Thought Leader, PreciseFP

Torie Happe

Related Resources

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.