Family Office Software
for Tax Advisors
Family Office Software
Elevating Tax Advisory Services with a Holistic Financial Approach
Tax advisors play a critical role in optimizing financial strategies, ensuring compliance, and minimizing tax liabilities for individuals and businesses. Strad Pro enhances a tax advisor’s ability to deliver proactive, high-value tax planning by providing a comprehensive, real-time financial overview of clients. Through Virtual Family Office (VFO) services, tax advisors gain a collaborative platform to work seamlessly with financial advisors, attorneys, and estate planners, ensuring every tax strategy is fully aligned with a client’s broader financial and legal goals.
- Growth Stage.
- Expand your practice, attract new clients, and offer greater value.
- Maintenance Stage.
- Enhance client loyalty, operational efficiency, and knowledge.
- Succession Planning Stage.
- Ensure practice continuity and client confidence now and in the future.
Growth Stage
Expanding Services and Attracting New Clients
Strad Pro helps tax professionals differentiate their services and grow their practice:
Gain a full financial perspective : Account aggregation provides visibility into clients’ entire financial picture, uncovering tax-saving opportunities.
- Expand client relationships: Offering Family Office services allows tax advisors to work with multiple generations and deepen client engagement.
- Enhance collaboration with professionals: Seamlessly connect with financial advisors, attorneys, and estate planners to build a stronger referral network.
- Differentiate in a competitive market: Providing VFO-level tax strategies sets your practice apart, attracting high-net-worth clients and business owners.
- Automate and streamline marketing: Strad’s marketing resources help tax advisors effectively communicate their value proposition to potential clients.
Maintenance Stage
Improving Efficiency and Enhancing Client Retention
For established tax practices, Strad Pro increases efficiency and strengthens client loyalty.
- Streamline tax planning and compliance: Access real-time financial data, reducing errors and enhancing tax projections.
- Improve advisory efficiency: Secure document storage, CRM integration, and automated workflows simplify tax preparation and advisory services.
- Enhance collaboration for optimal tax strategies: Work with financial advisors and attorneys to ensure cohesive estate, investment, and tax planning.
- Strengthen client relationships: Provide year-round strategic tax planning rather than focusing solely on annual compliance.
- Facilitate business tax advisory services: Leverage business valuation insights and succession planning tools to guide clients through complex transitions.
Succession Planning Stage
Ensuring Continuity and Long-Term Value
As tax advisors prepare for succession, Strad Pro enhances firm value and ensures smooth client transitions.
- Increase practice valuation: A Family Office-integrated tax advisory practice is more attractive to potential buyers.
- Retain high-value clients: Clients engaged in comprehensive tax and financial planning are more likely to stay with the firm post-transition.
- Enable seamless knowledge transfer: Successor advisors gain instant access to detailed client histories, ensuring continuity of service.
- Protect long-term client relationships: Strengthen client confidence by ensuring smooth transitions and proactive multi-generational planning.
Explore Strad Pro Features
Limited Time Offer
Outclass the Competition with Strad Pro
Whether you are building, managing, or transitioning your tax advisory practice, Strad Pro provides the tools needed to deliver high-impact tax strategies, enhance client relationships, and secure long-term success. By positioning yourself as a strategic tax advisor within a Family Office framework, you can offer a more comprehensive and proactive approach that sets your firm apart in a competitive industry.
“ Strad's Asset Titling and Account Beneficiary review features alone make this an invaluable tool. ”
