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Implement Digital Documentation for Client’s Onboarding

BlueMind

Personal identification documents NAO documents Compliance forms including KYC (Know Your Client) and AML (Anti-Money Laundering) Estate documents Insurance documents Debt-related documents Tax Brokerage Account Statements IRA (Traditional and Roth) Statements 529 Plan Account Statements Bank Account Statements And so forth.

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Webinar Recap: Learn to Love Accounting Again – Redesign Your Practice for 2024

Harness Wealth

In November 2023, Harness Tax hosted a webinar that we called “Learn to Love Accounting Again – Redesign Your Practice for 2024.” We’ve discovered that—more than ever—CPAs are grappling with increased workload and complexity.