Turbo Tax

TurboTax offers your clients the ability to download their investment data into tax preparation software. TurboTax searches your client's tax return for over 350 tax deductions and also runs thousands of error checks before the return is filed.

Benefits for your Financial Clients:

  • Reduces errors: Information is automatically transferred.
  • Saves Time: Data doesn't have to be retyped.
  • No additional cost: Downloading clients' investment data doesn't have an additional charge.

TurboTax FAQs for Clients