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Live Webinar Schedule
Live Webinar Schedule
Updated over a week ago

Maximizing Tax Planning with PreciseFP and Holistiplan: Securely Gather Tax Returns for Strategic Insights

Don't miss this opportunity to enhance your tax planning capabilities with PreciseFP and Holistiplan. Join us to unlock the secrets of a tax-smart future. ๐Ÿ“…๐Ÿ”’

We'll walk you through a step-by-step engagement journey that starts with PreciseFP, our cutting-edge data-gathering software. Witness firsthand how PreciseFP securely collects your tax return and other essential financial information, ensuring a smooth and hassle-free experience for you and your clents.

But the magic doesn't stop there! Once your data is securely collected, we'll take you on a captivating journey through Holistiplan's powerful tax optimization capabilities. Prepare to be impressed by the strategic recommendations Holistiplan generates, empowering you with valuable insights to discuss with your client's CPA.

Register now and take the first step towards a more rewarding financial journey with PreciseFP and Holistiplan.

Thu, Aug 24, 2023 8:00 AM - 9:00 AM PDT

PreciseFP and RightCapital are excited to announce our data integration! Join us as we illustrate how you can utilize PreciseFP's popular client data-gathering templates and RightCapital together to save time during the financial planning process. Product experts from both companies will be on hand to demo the integration and answer your product questions.

Tue, Aug 29, 2023 10:00 AM - 10:45 AM PDT

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