Feature · what this software actually does

Client portal & document vault

Secure two-way doc exchange — statements, tax returns, estate docs — anchored to the household.

assistedSoftware drafts, a person approves.

Vendors that ship this

Leaders

Adjacent

Build vs buy verdict

buy

Table stakes feature; almost always inside the planning suite, not a standalone purchase.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Data intake & account aggregationannual
Tax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.

Most relevant for

Test yourself · topic quizGeneral

Multiple-choice — different from any drill above.

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