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Engage More Meaningfully with Your Clients Using Asset-Map: A visual way to integrate financial planning into your tax practice

To help set your practice up for a successful and profitable future, CPA.com has partnered with Asset-Map to help practitioners go beyond traditional tax compliance with an easy-to-use advice engagement tool. Asset-Map provides an interactive visual experience that organizes clients’ financial assets in a clear graphical layout, providing professionals with a straightforward way to address gaps in clients’ financial wellness and uncover new opportunities.