Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients.
 
 
Accounting Today
 
 
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Accounting Technology
 
 
Mar 11, 2016
 
 
 
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Cetera Launches Client Analysis Tool
by DANIEL HOOD
 
Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients.
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Contain
 
Top 5 Tax Workflow Headaches and How to Ease the Pain
 
Top 5 Tax Workflow Headaches and How to Ease the Pain
by KRISTEN KOH GOLDSTEIN
 
Tax workflow headaches are abundant, but the investment in technology solutions to improve the annual stressors is traditionally a low priority.
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HOW DOES YOUR FIRM BENCHMARK AGAINST YOUR PEERS?
 
Accountants everywhere are faced with the need to adopt technology to better serve clients and handle a growing volume of work. How do you stack up against your peers in adopting technology solutions to improve your processes and services? Are you a Tech Mogul, Tech Rock Star, Tech Scientist or Tech Historian? Take this 60-second quiz and discover your tech persona!
START YOUR QUIZ. »
 
 
Surge Pricing on Your Tax Return: Tax Companies Squeeze Procrastinators
by BEN STEVERMAN
 
There are really two tax seasons every year, marked by two very different attitudes.
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Make Tax Season Less...Taxing
 
Make Tax Season Less...Taxing
by AMY VETTER
 
If you’re an accountant, this is your busiest season.
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Contain
 
 
 
White Papers
 
Addressing the Indirect Tax Challenges Facing Communication Providers
 
Addressing the Indirect Tax Challenges Facing Communications Providers, an Aberdeen Group white paper brought to you by Avalara, outlines key obstacles communications service providers face in tax management.
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Seizing the Opportunity: How Accountants Can Move Beyond the Challenges to Offer Financial Planning
 
Accountants are often their clients' most trusted advisors, and they possess highly specialized financial skills.
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Web Seminars
 
Securing Office 365: Protect Your Clients in the Cloud
 
Office 365 is the fastest-selling software in Microsoft