FinTech Solutions: 4 Steps to Choosing What’s Most Useful for Your Practice
Feb 24, 2020
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By Debra Taylor, CPA/PFS, JD, CDFA
The new tax laws require more advance planning on behalf of clients, and niche software that focuses on single-issue solutions can help. Here we share our experience evaluating and integrating such programs into our practice—hopefully saving you some time and headaches.