Course curriculum

  • 1

    Info Regarding Your Hirees

    • Instruction to Use The AO Portal

    • Video: Step-by-Step Instructions on How to Hire

    • Video To Send To Your Prospective Hirees

    • Sample Email, Text & Ad You Can Use To Hire

    • Request Your Hiree Personalized Link

    • Request Your Hiree List & Their Progress

    • Sample Contract - Download

    • Options To Pay Your Hirees

    • Text Your Hirees

    • 1099 Info

    • Form W-9 To Give To Your Hirees

    • Fee Schedule Template For You To Edit
  • 2

    Decide if You Want to Apply for an EFIN

  • 3

    EFIN Application - NEW ACCOUNT Only

  • 4

    EFIN Acknowledgements - This only needs to be completed if you are applying for or have your own EFIN