TAX & INCOME REPORTS

• Software Training Video | How to generate the reports
• Report Training Video | How to present the reports to your clients
• Report Script PDF | How to present the reports to your clients
• Report Guidelines | Considerations and guidelines for the reports

TAX & WEALTH / LEGACY REPORTS

• Software Training Video | How to generate the reports
• Report Training Video | How to present the reports to your clients
• Report Script PDF | How to present the reports to your clients
• Report Guidelines | Considerations and guidelines for the reports