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
Event recap: Sharesight Investor-tech Conference 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.
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Top 20 trades in US stocks by Sharesight users – September 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.