NaviPlan for CPAs

Expand firm service offerings beyond tax analysis to include holistic wealth management backed by the precision of cash flow analysis.

Drive revenue growth through expanded service offerings

CPAs looking to grow their practice and drive revenue growth can utilize NaviPlan to uncover additional client needs and bridge the gap between tax analysis and holistic wealth management.

Explore NaviPlan features

Deliver a seamless digital experience

Using the NaviPlan client portal, CPAs can quickly uncover additional client needs while delivering advice through an engaging digital experience.

Learn more about the NaviPlan client portal
Embrace technology to connect with HNW clients whitepaper cover fan

Embracing technology to connect with HNW clients

With fewer than 50 percent of high-net-worth clients satisfied with their online financial platforms, CPAs have a key opportunity at their doorstep. In this whitepaper, learn tips on how to leverage technology to maximize your connection with the HNW market.

Get the whitepaper


Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.