Software and setup
Start with the requirements for your selected software, account setup, and applicable launch-readiness steps. Your onboarding team will direct you to the resources relevant to your path.
Training & resources
Get ready for the work.
Then keep getting better.
Explore the learning and business-support areas that connect your software setup with the way you run your tax practice.
Business operations
Build familiarity with intake, CRM organization, follow-up, and backend processes. Use the templates and resources included in your package to support a repeatable workflow.
All-In business development
The All-In Package includes training, marketing strategies, and ERO business-development support. Your enrollment determines the applicable resources and access.
See package inclusions ↗Find the right resource
Available materials and access instructions are shared through onboarding or support. Contact the team for help finding the appropriate training for your software, package, or partner status.
Get training support ↗