Self-Paced Tax Software Training + Bank Products

Inside, we break down real-world processes used by top tax preparers—how to explain refund advances and refund transfers to clients, keep your compliance rate above 80%, and protect your business from costly mistakes. We'll get into a full walkthrough of the TaxSlayer Pro software to see exactly how to input returns, manage clients, and streamline your workflow from intake to funding.

This isn’t a theory-based class. It’s a real working guide that helps you understand why these systems matter and how to apply them in your day-to-day office operations.

• 1.5 hours of instruction
• Accompanying handouts for note-taking
  
• Check Your Knowledge Quiz
• Certificate of Completion Upon Successful Pass of Course

NOTE: All courses are self-paced. No live classes. 120 Access. Individual Use Only