Tax Advisors

With WealthBook, tax professionals can efficiently and securely organize and share tax documents and monitor client relationships. WealthBook provides client service and referral generation tools in an integrated, secure online platform.

Generate Referrals

• Reach your clients’ professional advisors through trusted introductions
• Collaborate with your clients’ other advisors to expand your referral network

Enhance Client Service

• Proactively work with your clients and their trusted advisors to prepare routine audits, tax documents, and various financial reports
• Securely share important tax-related documents, and expedite the traditional processes of circulating them with your clients
• Offer a secure, electronic vault for clients' tax-related content
• Gain insight for making recommendations regarding tax strategies and other decisions that impact investment and retirement objectives
• Advise clients regarding effects of different activities on taxes and provide strategies for minimizing tax liability
• Provide recommendations related to tax liability resulting from prospective and past transactions

Work Together

• Receive messages when other tax-related documents (1099, K-1, charitable receipts, etc.) are posted by other trusted advisors
• Coordinate activities such as tax loss selling with your client and his other professional advisors
• Streamline preparation of federal, state, or local tax returns for clients’ personal estate and business