Pershing, a Credit Suisse First Boston company, has contracted with Intuit to provide TaxCenter, a comprehensive tax planning and support service for broker-dealers customers and their clients.
Under the agreement, Pershing will develop TaxCenter using Intuit's financial management tools.
The service will be delivered over its Internet-based account management and trading platform, NetExchange and provide users with online access to tax data and services including the latest law changes, tools for estimating taxes.
The bank says the system will be rolled out to staff by year-end.