No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms. Prior to this change, client data was updated by taking statements and keying them into the portfolio accounting system. At the end of each quarter, statements were stacked thick and the data entry sprint began so that client reporting and billing could be completed. To read the full article in FinancialPlanning, click: Do You Know Where Your Client Data Is?
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Running a successful tax practice is about more than acknowledging the technology du jour. It is about knowing which technologies make the most sense for you and using them to their fullest potential. Learn about three technologies you cannot afford to ignore in your practice. To read the full article in AICPA Insights, click: Three Tax Technologies you Should Not Ignore.