Tax Software
Train on the software. Not just the theory.
Real screen-recorded walkthroughs covering the full workflow — from new client intake to e-file acknowledgment to bank product disbursement.
Module
Software navigation & setup
Module
Diagnostics
Module
Return preparation
Module
E-filing systems
Module
Amendments
Module
Bank products
Module
Workflow management
Module
Client management
Module
Reporting systems
Inside the lesson library
Each module breaks down into short, focused walkthroughs with downloadable practice files.
- Setting up office defaults & users
- Creating your first 1040 from intake
- Schedule C end-to-end walkthrough
- EITC due diligence inside software
- Bank product enrollment & disbursement
- Amendments & rejections fixes
Preview lesson
Creating your first 1040