Why Moneytree Client and Tax Expert Steven Clark is “Confident in the Numbers”

Moneytree recently interviewed client, Steven Clark, CFP, EA, to learn how the software elevates his tax preparation services and helps differentiate him from other tax professionals in the area.


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CFP Tech Guide

What the new CFP tech guide is all about

If you’re a Certified Financial Planner, you have proven that you have what it takes to help clients achieve their financial goals. You’re principled. You’re experienced. You’re intelligent. You’re accountable.

Photo of a woman frustrated with technology.

Talking about tech bloat with Pat Spencer

Advisors are frustrated with their tech stack. A recent Michael Kitces survey noted that, overall, advisors report a satisfaction rate for their entire tech stack at 7.3 on a 10-point