PFP23102B. Building Your Tax and Financial Planning Advisory Business Workshop: Improving The Experience through Technology

• Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.)
• Major industry trends
• Emerging technologies
• Hear how panelists chose their technology stack
• Q&A
• Reflection time for participants

Learning Objectives:

• Recognize the technology landscape in personal financial planning services.
• Determine the key software you need to provide these services.
• Distinguish how other CPAs have chosen their technology stack.
• Identify the software that resonates most for how you want to proceed.