CPA RESOURCES
How accountants CPAs can benefit from our partnership with fintechs.
We have partnered with the leading technology providers in financial planning, investment advisory, estate planning, and insurance to provide a family office level of service in a transparent and intuitive way. Technology has reduced the administrative and compliance burdens that historically have been a barrier to offering wealth management services.
We have vetted and adopted the best of the best in wealth management technology to seamlessly provide clients with future-facing services that complement the firm’s core tax and accounting service offerings. Unlike large organizations like Charles Schwab or Edward Jones, our independence as an RIA (Registered Investment Advisor) allows us to utilize leading technologies when offering clients wealth management services. Our technology stack simplifies the complex and provides for collaboration between CPA, financial advisor, and client.
An Asset–Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight to other important matters.
Estate planning with Trust & Will is the easiest way to create, edit, store, and share your Trust or Will legal documents.
Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards.
Insurance offers meaningful benefits clients want and need, like guaranteed income, principal protection and tax deferral. DPL works with RIAs to help them grow.
Sophisticated Service for. Growing Businesses. DKS is the Premier Boutique Digital Asset Taxation and Consulting firm in the world!
Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.
Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.
With Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts.
Profit First Professionals is an exclusive membership organization of accounting, bookkeeping and coaching firms who are certified in the Profit First.
Learn business accounting skills to advance your education and career with Universal Accounting School.
At Vanguard you’re more than just an investor, you’re an owner. … As an owner you have access to personalized financial advice, high-quality investments
Margaritis, CPA, offers a refreshing new approach for connecting with audiences of any size
We provide industry leading advice that builds the enterprise value of a CPA firm. Visionary works with leadership to focus on key metrics that make an impact.
Holistiplan provides a clean and easy to read client deliverable complete with your firm’s logo at the top and your firm’s disclaimer at the bottom.
Riskalyze invented the Risk Number, which powers the world’s first Risk Alignment Platform and is built on top of a Nobel Prize-winning academic framework.
(Financial Planning) – Financial planning platform that transforms complexity into clarity
We help businesses succeed by utilizing cutting edge technology to provide accounting solutions that increase business efficiency and competitiveness.
Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot.
Our focus is on meeting the firm where they are and coming alongside them to move them forward.
Geraldine Carter, Founder of She Thinks Big Coaching, helps solo CPA’s and small firms.
Vanilla is an estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.
AccountingWEB is a community site full of useful insights and trend highlights to help tax and accounting professionals improve their practices.
TOA Global provides dedicated accounting bpos outsourcing offshoring services to over 600 firms in the Philippines, Canada, Australia, New Zealand.