What’s the right technology for your financial planning practice? In a recent AICPA podcast, I interviewed an expert panel of CPA financial planners for advice. Some offer tax compliance and investment management, while others do not. Brooke Salvini, CPA/PFS, Salvini Financial Planning quote ‘Cloud solutions: About eight years ago, I decided to switch to a virtual desktop. I use RightSize Solutions, a cloud-based wealth management program. Files are kept safe and secure, and I can access and work on them wherever I am.’

 

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