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Rob Bateman

Rob Bateman is Product Manager of Client and Mobile Platforms. With a background in developing client-facing products, Rob is responsible for creating experiences that enable better client/advisor collaboration and digital satisfaction.

Client working with tax advisor.

1 min read

Tax Day reminder for advisors using Advisor360°

With Tax Day quickly approaching, Advisor360° users can remind their clients of our integrations with TaxAct®, TurboTax®, or H&R Block® software, which can save them a great deal of time and...