Support and Training
Support and Training
Tax Preparer & Office Training- Professional Tax Support
- Software Installation and Tech Support
- IRS Continuing Education
- Helpdesk Support
- IRS and Banking Registration
- Immigrant Tax Solutions & ITIN Training and Support
- Tax Tech Training Resource Center
- Spyware & Virus Cleanup
- Online 24/7/365 Client Refund Check Status
- Secure Digital Document File Cabinet
- Off Site Data Backup and Recovery
- Tax Filing and Compliance Training
- Professional Support Package for EAs, CPAs, & Attorneys
Tax Preparer & Office Training
• Intensive one-on-one with a professional tax trainer
• First tax preparer training session is typically 3-4 hours
• Orientation covers additional partner resources and tax software training
• Practice return modules
• Live support for training modules
• Range of topics & levels of complexity
• Suggested study plans to maximize learning potential
• Archived for convenience & review
• Pre-training exposure: tax software training
• Tax prep courses slower-paced for easy retention
• Hosted by credentialed tax professionals
• Continuing Education credit possible
• Online tax prep courses cover wide-ranging topics with varying levels of complexity
• 1-3 hour course lengths
• Live Q&A with presenter
• Hosted by credentialed tax professionals
• Live attendance grants automatic CE credit
• Tax prep courses include archived courses for self-study
• 1-3 hour lecture times depending on topic
• Live Q&A with lecturers
• AFSP credentialed preparer
• Enrolled Agent exam prep
• CPA exam prep