The accountant's guide to simplifying tax complexity for investors
As technology adoption grows in the investing space, so does the demand for innovative and tech-forward accountants.
According to Sharesight data, the average premium user has three different portfolios with 32 holdings and 54 trades per portfolio, with these trades being executed through two or more brokers. All of this creates layers of complexity for investors, and in turn, for the accountants who will inevitably be preparing their tax returns.
With this in mind, we have developed The accountant’s guide to simplifying tax complexity for investors.
In this whitepaper, we discuss:
- The challenges accountants face when preparing tax returns for investors;
- The shortcomings of spreadsheets and manual data entry; and
- How accountants can focus on higher revenue-generating outcomes while improving client retention and satisfaction.
Download the whitepaper
FURTHER READING

What is debt recycling and how does it work?
Debt recycling is a process that can potentially make you more money by turning non-deductible debt into deductible debt. How does it work? Keep reading.

Top 50 finance and investing podcasts in 2023
The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

How one investor uses Sharesight to understand her true performance
Part of our Sharesight customer experience series, this video features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.