Americans are inundating CPAs with questions about how the recently passed tax law will impact them. But most CPAs make their living off businesses and business owners with complex and time-consuming concerns, not the middle-income retirees calling with questions.
When you subscribe toTax Clarity™software, you can offer help to the CPA with the less-complicated questions, freeing up the CPA when their resources are stretched thin and laying the groundwork for a referral relationship with a key center of influence in your community.
A subscription gives you access to more than just the software. You also get materials that help you forge the referral relationship — including a letter to CPAs and awhite paper explaining the role of financial advisor in giving tax-efficient retirement strategies, not tax advice.
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.