Course curriculum
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1
Who is AffordaTax & Is It Right for You?
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Video: Who Is AffordaTax Biz-in-a-Box?
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Video: Let's Talk Money: Bank Fees
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Video: Compliance Docs & Invoicing Process
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Video: Requirements for Your PTIN
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Video: A Brief Overview of Basic Tax Training
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Decision Video: Choose From the 2 Options Below.
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Decision Survey Option
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2
Your Profile
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Video: Instruction to Use This Portal
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Video: Who to Contact for Help
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Onboarding: Account Profile Info
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3
Pre-Onboarding Documents
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Video: Explanation of Pre-Onboarding Forms
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Onboarding: One-Return Minimum
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Video: Explanation of PTIN
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Video: Explanation for Personalized Website Page Form
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Onboarding: Order Personalized Website Page
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4
Training: Marketing
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Video: AffordaTax Marketing Formula for Success
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Video: Turning Referrals into Appointments
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Video: Pricing With Confidence
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Video: Rescue Your Fees for Unfunded Returns
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Video: Customer Service
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Video: Create Your List: Memory Jogger Bingo Preface
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Video: Create Your List: Memory Jogger Game
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Decision Video: Choose From the 2 Options Below
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Decision Survey Option #1: I Want to Continue With This Training
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Decision Survey Option #2: I Want to Leave This Training & Go to the Tax Training
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5
Training: Software
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Tax Software Training - Module 1
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Tax Software Training - Module 2
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Tax Software Training - Module 3
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Tax Software Training - Module 4
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Tax Software Training - Module 5
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Tax Software Training - Module 6
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Tax Software Training - Module 7
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Tax Software Training - Module 8
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Doing a Return Using the Estimator - Module 9
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Tax Software Training - Collect Signatures/Transmit Return (What Happens if You're a Feeder Preparer) - Module 10
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6
Training: Afforda Internal Processes
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Video: Bank Products/Taxpayer Fast Cash Advance Training
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Onboarding Activity: Compliance Test for Bank Product/Fast Cash Advance
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Video: Compliance Docs-TaxProDocs & E-Sign Training
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Video: Common Fraud Scenarios
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Video: Mistakes Compliance Department is Noticing (General)
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Video: Mistakes Compliance Department is Noticing (Paid Preparer Worksheet)
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7
Covid Legislation & Cheat Sheets
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IRS Freeze Alerts – Verification Filters
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8
Onboarding Documents
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Video: Explanation of Background Check Form
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Onboarding: Background Check Form
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Do Your Background Check ASAP
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Video: Explanation for Contracts, Direct Deposit & Tax Software Login
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Onboarding: Sign Contract Agreement for Affiliate Hiree
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Don't Skip Signing Your Contract!
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Onboarding: ID Verification
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Do Not Skip Filling out ID Verification
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Onboarding: Request Tax Software Login Form
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Do Not Skip Filling Out the Tax Software Onboarding Form
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Video: Explanation for Ordering Supplies
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Onboarding: Order Your Supplies: Check Stock
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Onboarding: Order Personalized Website Page Form
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Did Your PTIN Assignment Get Approved or Rejected??
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Video: What's Next ...
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