The Progressive Accountant

SmartVault, Virtual Cabinet Combo on Track

Plans to combine SmartVault with Reckon's Virtual Cabinet in one cloud platform are on track, Reckon has said. The Australia-based software company made the statement recently when it reported financial results for the half ended June 30.

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HD Vest: Your Roadmap to Providing Personalized Financial Services

A UNIQUE ADVANTAGE

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In our more than 30-year history of helping tax professionals become successful financial advisors, we have learned a thing or two about the unique advantages our Tax Professional Advisors bring to the table, and how they can be leveraged to help your clients pursue financial freedom and seize valuable opportunities. For Advisors without a tax practice, through our innovation, you too can leverage the 1040 Advantage.

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Reinvent Yourself: How do I become an HD Vest Advisor?

HD Vest Reinvent Yourself CoverFor more than 30 years, we’ve remained steadfast in our mission to give every American the opportunity to have access to a skilled financial professional to help plan for their retirement.

We believe that tax professionals offer one of the most appropriate business models to naturally extend their services to offer financial products. Your knowledge of your clients’ finances, coupled with your trusted relationships, places you in a unique position to not only do what’s right for your clients, but also grow the revenue your firm generates. We execute our mission on a daily basis by assigning a dedicated staff liaison to support, train and guide highly ethical tax professionals to become HD Vest Advisors.

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