Blog | News

The accountant's guide to simplifying tax complexity for investors

by Stephanie Stefanovic, Content Manager, Sharesight | Mar 2nd 2022

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.

Sharesight Accountants Guide to 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

Click here to download the whitepaper and learn how you can add value for your clients – and your firm – with Sharesight's professional plan.


Sharesight investortech 2023

Event recap: Sharesight Investor-tech Conference 2023

by Stephanie Stefanovic | Sep 29th 2023

We summarise some of the key insights from our panel discussion at the 2023 Sharesight Investor-tech Conference, including a full video of the panel.

Top brokers and markets for international trades
Investing tips

Top countries and brokers Aussies use to invest in global markets

by Stephanie Stefanovic | Sep 29th 2023

Looking at data from our userbase, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.

Top 20 US trades monthly Oct23
Market insights

Top 20 trades in US stocks by Sharesight users – September 2023

by Stephanie Stefanovic | Sep 28th 2023

Welcome to the September 2023 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.