Join us for exclusive events and let's get to know each other better! We're here to help you succeed on your journey for tax advisory services. Don't miss out - sign up now!

Jackie is hosting a LIVE Power Hour with Alex Sonkin of VFO Hub and The Due Diligence Project. 


  • June
    27th, 2024
  • 11 AM CT
  • Online, Private for paid users
  • Monthly

Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.

  • Daily M- F
  • As available
  • Online, Public, Free

Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.

  • Daily M- F
  • As Available
  • Online, Private for for Customers only

Sign up for our newsletter

Be the first to know about releases and industry news and insights.

We care about your data in our privacy policy.