
New York financial advisory firm transforms workflow with TaxCaddy Smart Links
Tax automation software makes tax season easier for clients and easier for firms. The shift to a digital, paperless tax process is here, but change can be challenging for some taxpayers. It takes technology advocates to move the needle of adoption. For WISE Financial Advisors, it was worth the effort.
WISE Financial Advisors is a firm of four employees located in New York State. WISE processes 1040s and provides holistic financial planning to high-net-worth individuals. Michael Weinberg, President and Founder, recently onboarded all the firm’s clients to TaxCaddy and Smart Links.
AccessWhat I see this future becoming is that it’s ultimately all going to be about Smart Links.
— Michael Weinberg, President and Founder, WISE Financial Advisors