Read tax returns in seconds and identify tax-smart opportunities ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Here's what's new this week at RightCapital: |
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Introducing Tax Analyzer 🥳 |
We are excited to announce the launch of our Tax Analyzer. This module enables advisors to securely upload tax forms and assess tax impacts directly within RightCapital.
Key Features: |
- Upload Tax Returns: Easily import various client tax forms—the 1040 and supporting schedules are scanned using OCR technology
- Discover Tax-Smart Opportunities: Compare alternative scenarios and identify strategic changes to help clients minimize their tax burdens
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Evaluate Impact on Thresholds: Review how proposed tax filing changes could affect deductions, exemptions, and credits
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To learn more, watch this quick video, refer to this Help Center article 👉 Tax Analyzer, or sign up for the webinar listed below.
Tax Analyzer is included with RightCapital’s Premium subscription level or higher. Please contact our sales team if you are interested in upgrading. |
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Friday, January 17, 2025 at 1:00 PM ET |
Discover how to optimize tax-efficient planning strategies using our new Tax Analyzer tool. We invite you to join us for a session where we will review: |
- Getting started with the Tax Analyzer
- Reviewing the module and key visuals
- Implementing the Tax Analyzer into your practice
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Can't make one of our webinars? No worries! You can access all the recordings 👉 here! |
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Stefanie Bellofatto
SVP of Customer Experience |
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