Tax Analyzer  New   We are excited to announce the launch of the Tax Analyzer! The new addition to our lineup of tax tools, allows you to upload previous years’ tax returns and easily identify tax-smart opportunities for your clients. Key features include: Secure upload of tax returns, which are then scanned using OCR technology. Action Items to propose alternative scenarios and identify strategic changes to minimize the client's tax burden. Client-friendly visualizations that showcase the impact of...