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Tax planning software

Chris_Hindle1Chris_Hindle1 Member
in Technology & IT

Tax planning. Does anyone use software to help with tax planning?

Currently, we either use a spreadsheet or Voyant, but after listening to a podcast and finding out about Holstiplan, I’m wondering if there’s a UK version.

Basically, I want to input a client's finances to the software and be presented with observations/suggestions for tax mitigation. The way we do it currently is very manual and time-consuming.

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