Avantax, the sister company of TaxAct, is a pioneer in tax-smart investing, financial planning, and wealth management. Tax Professionals partner with Avantax to create new revenue opportunities by providing holistic financial services to their clients through a uniquely tax-focused lens.
Learn more about tax-smart financial planning.
With the latest update of TaxAct Professional, you now have the ability to print and send an Avantax Wealth Management consent to your clients. Getting your clients to sign the consent will help you use your client’s financial data to serve them even better and enable financial planning and wealth management opportunities.
How to print a consent in TaxAct Professional?
- Click Preparer in the top toolbar
- Select Print Consent Forms from the drop-down
- Select the client(s) for whom you wish to print consents,
- Select Avantax Wealth Management from the drop-down
- Type the number of desired copies, then click Print.