In our December 2024 online seminar, our esteemed panelists shared some of the innovative tech tools they use to enhance their tax and financial planning practices. Here is a glimpse into the technology that powers their success:
Core Tools: These include essential software and platforms that form the backbone of their operations. Examples are advanced accounting software, secure cloud storage solutions, and comprehensive financial management systems.
Client Interaction Tools: To enhance communication and engagement with clients, panelists use