article thumbnail

Webinar Recap: Learn to Love Accounting Again – Redesign Your Practice for 2024

Harness Wealth

In November 2023, Harness Tax hosted a webinar that we called “Learn to Love Accounting Again – Redesign Your Practice for 2024.” We’ve discovered that—more than ever—CPAs are grappling with increased workload and complexity.

article thumbnail

Implement Digital Documentation for Client’s Onboarding

BlueMind

Personal identification documents NAO documents Compliance forms including KYC (Know Your Client) and AML (Anti-Money Laundering) Estate documents Insurance documents Debt-related documents Tax Brokerage Account Statements IRA (Traditional and Roth) Statements 529 Plan Account Statements Bank Account Statements And so forth.