Train Your Team: GROUP

Need to get your team trained for the 2025/2026 tax season? I got you covered!

TRAINING TOPICS

Software + Bank Training — Hands-on overview of TaxSlayer software, plus training on refund transfer bank products through Refund Advantage and SBTPG, covering setup, navigation, and best practices.

JotForm Training — How to use JotForm to collect client information efficiently, including intake setup, form design, and basic workflow automation.

Schedule C Training — Step-by-step guidance on how to properly file a Schedule C return, ensure accurate income/expense reporting, and remain in IRS compliance.

Compliance Training — What must be documented on tax returns, in client tax files, and for bank partners to ensure compliance and avoid rejections, penalties, or audit risks.

TRAINING FORMAT & DELIVERY

• Unbranded classes are not private sessions and may be attended by multiple firms or teams at the same time. While the content will be delivered in a neutral format without Trainer’s logos or brand colors, the sessions are group-style learning events rather than exclusive workshops for you alone.
• Each session will run approximately 1.5 to 2 hours on zoom with Q&A sessions