Simplify tax-time with digital tools
Why waste valuable time on paper during your busiest time of year? Here are some easy technology solutions to help you work faster and safer this tax season.
Dive deeper into tax time tech tips with webcasts hosted by our experts in the What can you do next section below.
- Open and get client approval for last-minute IRAs and other accounts in one seamless transaction with digital onboarding. Take advantage of the fastest and most secure way to open, set up, and fund client accounts in a single, fully digital experience. See how it works for you and your clients in this step-by-step guide.
- Make tax payments and process IRA contributions quickly and securely with the Schwab Advisor Center move money tool. You can download the step-by-step guide for a walk through the process using the tool. For the most secure method your client can electronically approve the request; or you can generate a pre-filled PDF for client signature.
- Track and update the requests and documents you've submitted to Schwab using the Status page in Schwab Advisor Center. The new overview page provides a consolidated view of all recent status updates and alerts, making it easy to review and act on requests from a single location. Download the interactive guide to learn how.
- Reduce the risk of fraud for your firm and your clients. Tax season is a common time for fraudsters to target advisors and their clients. Make sure you're following cybersecurity best practices and take time to educate your clients with these fraud-prevention tips.
- Help clients track down their 1099s quickly. Clients with access to Schwab Alliance can download tax forms from the 1099 dashboard, available online or via the mobile app. Have a client who's still not enrolled? Download this visual support guide, which shows you the sign-up process from a client's perspective, so you can guide them through it and answer their questions.
What you can do next
- Download this Tech Talk webcast for a deeper dive into the specific tech tips and resources that will help you work faster and safer this tax season.
- Join one of the live, bi-weekly webcasts or listen to the replay of the "Digitize Tax Time" webcast to see demos of the Schwab Advisor Center digital tools that can help you streamline tax season.
- Share the Client Learning Center with your clients to prepare them for using digital features.
More tax resources and information
- Learn three ways Schwab Bank can enhance tax planning conversations.
- View our Tax Prep Tips Newsletters: