Preparation Path Clients Have Transitioned to Financial Tracker

Preparation Path clients have now transitioned to Financial Tracker, the dedicated software solution developed to support ongoing monthly tax and financial guidance.

Financial Tracker gives clients one central place to track business financial activity, maintain greater visibility into their financial position, and support the information reviewed throughout the service.

This transition brings the software and professional support components of the Preparation Path into one connected experience as clients continue building a stronger financial foundation.