Quickfinder Tax & Financial Tools

Handle clients’ tax, health care and other financial needs quickly and efficiently.

Quickfinder Tax & Financial Tools

This comprehensive set of calculators, worksheets and financial tools will save you countless hours throughout the year — especially during the peak of busy season.

There’s no need to wade through multiple resources to serve your clients’ needs when you can have hundreds of timesaving tools at your fingertips.

Quickfinder Tax & Financial Tools includes nearly 300 tools and resources to help you provide important guidance to your clients when they need it. This easy-to-navigate set of tools will save you and your clients the time and effort of having to track down key tax and financial tools from multiple resources. You can easily provide your clients with planners, worksheets, handouts, health care reform worksheets, flowcharts, tax forms and more to meet their individual needs.

And once you’ve provided these useful tools to your clients, you can easily store the information you’ve shared in client folders for future reference. These versatile features will save you valuable time and help you provide the most efficient and effective service possible.

Download Quickfinder Tax & Financial Tools or call us at 800.510.8997 to start saving time and providing value-added benefit for your clients.

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Quickfinder Tax & Financial Tools Brochure

Quickfinder Tax & Financial Tools contains hundreds of targeted tax and utility tools that helps you handle your clients’ needs more efficiently, including tax planner/calculator, tax worksheets, health care reform documents, flowcharts, client handouts and much, much more.

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