What’s Included in Your Tax Training Experience

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 Comprehensive, instructor-led sessions combined with self-paced modules covering individual tax preparation, business setup, compliance, and client management.
 

 Access to an integrated Customer Relationship Management platform to organize leads, clients, tasks, and communications — built to simplify your daily operations. 

 Step-by-step guidance to register your business, obtain your EFIN/PTIN, and structure your company for maximum efficiency and compliance.

 Customizable templates, campaigns, and expert strategies to attract and retain clients, including social-media and referral-based marketing systems. 

 Continuous access to a dedicated support team for technical, operational, and business-growth questions — no limit to the number of times you can reach out. 

 Lifetime entry into our exclusive network of tax professionals, with new training, peer collaboration, business resources, and expert Q&A sessions added regularly. 

 Reward your clients for spreading the word! Participants receive a ready-to-use referral program that encourages client loyalty and generates new business through client incentives and word-of-mouth marketing.