T3 Survey: Share Your Opinion of FP Alpha! We invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q76).
Enjoy a $5 Starbucks gift card on us when you fill out the survey. Send a screenshot of your completed survey to survey@fpalpha.com to claim your gift.
Looking to get started? Whether you’re a sole practitioner or an enterprise firm, FP Alpha will save significant time, increase overall efficiency, and directly benefit your bottom line!
Looking to get started?Whether you’re a sole practitioner or an enterprise firm, FP Alpha will save significant time, increase overall efficiency, and directly benefit your bottom line!
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
