Video: Who Is AffordaTax Biz-in-a-Box?

Video: Let's Talk Money: Bank Fees

Video: Compliance Docs & Invoicing Process

Video: Requirements for Your PTIN

Video: A Brief Overview of Basic Tax Training

Decision Video: Choose From the 2 Options Below.

Decision Survey Option

Video: Instruction to Use This Portal

Video: Who to Contact for Help

Onboarding: Account Profile Info

Video: Explanation of Pre-Onboarding Forms

Onboarding: One-Return Minimum

Video: Explanation of PTIN

Onboarding: Upload PTIN Welcome Letter - Skip if You Don't Have PTIN Yet

Video: Explanation for Personalized Website Page Form

Onboarding: Order Personalized Website Page

Video: AffordaTax Marketing Formula for Success

Video: Turning Referrals into Appointments

Video: Pricing With Confidence

Video: Rescue Your Fees for Unfunded Returns

Video: Customer Service

Video: Create Your List: Memory Jogger Bingo Preface

Video: Create Your List: Memory Jogger Game

Decision Video: Choose From the 2 Options Below

Decision Survey Option #1: I Want to Continue With This Training

Decision Survey Option #2: I Want to Leave This Training & Go to the Tax Training

Tax Software Training - Module 1

Tax Software Training - Module 2

Tax Software Training - Module 3

Tax Software Training - Module 4

Tax Software Training - Module 5

Tax Software Training - Module 6

Tax Software Training - Module 7

Tax Software Training - Module 8

Tax Software Training - Doing a Return Using the Estimator - Module 9

Tax Software Training - Collect Signatures/Transmit Return (What Happens if You're a Feeder Preparer)- Module 10

Video: Bank Products/Taxpayer Fast Cash Advance Training

Onboarding Activity: Compliance Test for Bank Product/Fast Cash Advance

Video: Compliance Docs-TaxProDocs & E-Sign Training

Video: Common Fraud Scenarios

Video: Mistakes Compliance Department is Noticing (General)

Video: Mistakes Compliance Department is Noticing (Paid Preparer Worksheet)

Cares Act 2020 (March 2020)

Update to Cares Act (Dec. 2020)

IRS Freeze Alerts – Verification Filters

Video: Explanation of Background Check Form

Onboarding: Background Check Form

Do Your Background Check ASAP

Video: Explanation for Contracts, Direct Deposit & Tax Software Login

Onboarding: Sign Contract Agreement for Affiliate Hiree

Don't Skip Signing Your Contract!

Onboarding: ID Verification

Do Not Skip Filling out ID Verification

Onboarding: Request Tax Software Login Form

Do Not Skip Filling Out the Tax Software Onboarding Form

Onboarding: Order Personalized Website Page Form

Video: Explanation for Ordering Supplies

Onboarding: Order Your Supplies: Check Stock

Onboarding: Download Vacation Vouchers & Access "Call to Action" Voicemail

Video: What's Next ...

Your Certificate