In this interactive demo you will see firsthand how tax planning and the use of Tax Planner Pro software can benefit your firm. Form the easy to use Accountant Portal that puts professional tax planning tools for all of your clients at your fingertips. To the seamless sync to your clients’ accounts in real time. Both you and your customers will have real time data to start making decisions that are proactive instead of reactive.
With improved data entry workflow and faster setup structure you will save time. increase your effectiveness and become a champion to your clients.
How to setup clients on Tax Planner Pro
What features Tax Planner Pro offers you and your clients
How to upload tax returns and share documents using The Vault
How to recommend tax strategies to your clients
Christopher Ragain, CPA/RTP is a frequent speaker to the accounting and tax industry, as well as one of most experienced tax planners in the U.S. Owner of Ragain Financial, a small CPA firm in Naples, FL, Chris serves 350 SMB clients around the country. Chris uses a high-energy presentation style to make accounting and tax topics fun and exciting. Chris also has built several accounting software projects including: Tax Planner Pro, LedgerSync, and ProHub 360. An advocate of published value pricing and the use of bookkeepers and tax accountants in co-sponsored tax planning, Chris is one of the thought-leaders in moving the profession toward more advisory roles and less compliance tasks.