Technology for a Tax and Financial Planning Services Business Guide
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Technology for a Tax and Financial Planning Services Business Guide

2 years ago · 2.5 MB Download

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The only constant in this world is change, and one needs to look no further than the technology solutions available to CPA financial planners today for proof. This guide will outline the various technology solutions for you to consider for your clients and practice. Specific technology solutions are constantly evolving and there are several on-line resources mentioned within this Guide to help you stay updated on the latest trends, developments and offerings available to professionals in this area.

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File name: technology-for-planning-guide

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