Know what to do — and who to call.
Opening your own office doesn't mean figuring everything out alone. Onboarding, software training, pre-season prep and support during the season are part of the path.
Onboarding
A guided start: account setup, office settings, preparer profiles, and your first practice returns before real clients.
Software tutorials
Step-by-step walkthroughs of intake, preparation, e-signature, e-filing, acknowledgments and rejections.
Pre-season readiness
What changes for the new filing season, what to update in your workflow, and a checklist to be ready by opening day.
Tax-season support
Help when you're stuck mid-return or a rejection comes back. Support channels and hours are confirmed with your package.
Marketing training
Practical ways to reach returning clients, get referrals and promote your office locally.
Compliance & security basics
Your written information security plan, taxpayer-consent rules, and due diligence for refundable credits.
Learn the workflow before the rush.
The best time to train is before January. Apply now and start onboarding early.