Transform to your
tax practice of the future.

Go above and beyond tax preparation to back your clients as their proactive and trusted advisor. Get started below to get customized information to help save you time, give you more flexibility in your practice and be your clients’ hero.

Here's how it works.

1

Tell us a little about your experience with advisory services.

2

Let us know which tax software you are currently using.

3

Get a customized guide to create your tax practice of the future.

1

Lead with tax planning.

Are you offering tax planning around tax reform to help deliver client savings?

I'm learning about it.
I'm considering it.
I'm ready to start or
improve now.

Create an advisory workflow.

Are you collaborating with clients and providing insights to help them achieve their goals?

I'm learning about it.
I'm considering it.
I'm ready to start or
improve now.

Deliver bundled services.

Do you have a business model that helps you communicate and deliver client value?

I'm learning about it.
I'm considering it.
I'm ready to start or
improve now.
2

Which is your primary tax software?

3