Your clients hand you their tax returns every year. Most of the information in those documents never turns into a strategy conversation.
In this free live training, we'll show you exactly what AI finds inside those documents — and how to turn every return into the most valuable meeting your clients will have all year.
Training agenda
We'll open each one live and show you exactly which fields trigger which strategies — from Roth windows to loss harvesting.
Line 11 of the 1040 tells a story most advisors skip. We'll show you how to read it in seconds and translate it into a client recommendation.
Nondeductible IRA contributions are the most under-tracked item in financial planning. We'll show you how ScribeTax catches what everyone else misses.
Watch a live demo: upload a tax return, get extraction results, generate a branded strategy memo — from drag-and-drop to PDF in one workflow.
$297/month, locked forever. We'll walk through exactly what's included, what's coming, and why early members get the best deal we'll ever offer.
Who this is for
If you work with clients who have income, investments, or retirement accounts — there are strategies hiding in their tax documents right now that you haven't surfaced yet.
This training is for RIAs, CFPs, and independent financial advisors who want to deliver more client value without adding more hours to their week.
FAQ
Approximately 75 minutes including live Q&A. We don't use slides — everything is live inside the actual platform.
Registered attendees receive access to the replay for 72 hours. After that it comes down. Founding member pricing is live session only.
No. If you can drag and drop a PDF, you can use ScribeTax. We built it for advisors, not engineers.
We'll show you the platform, demo it live, and make a one-time offer at the end for founding member access. You're never obligated. If it's not for you, you learned something valuable for free.
Register anyway — you'll get the replay link within an hour of the session ending. But the founding pricing is live-only.
We cap attendance to keep the Q&A useful. Once it's full, it's full.
Register Free