Mar 21, 2022
So you’ve taken the next big step and signed up for tax software. Now what? How do you use this to make a huge impact on your clients' lives? Taylor Schulte is the founder of Define Financial, as well as a podcast host, financial planner, and co-founder of The AGC™ Community for Advisors. In this episode, Taylor joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.