Course curriculum

  • 1

    Who is AffordaTax & Is It Right for You?

    • 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
  • 2

    Your Profile

    • Video: Instruction to Use This Portal

    • Video: Who to Contact for Help

    • Onboarding: Account Profile Info
  • 3

    Pre-Onboarding Documents

    • Video: Explanation of Pre-Onboarding Forms

    • Onboarding: One-Return Minimum

    • Video: Explanation of PTIN

    • Video: Explanation for Personalized Website Page Form

    • Onboarding: Order Personalized Website Page
  • 4

    Training: Marketing

    • 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
  • 5

    Training: Software

    • 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

    • 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
  • 6

    Training: Afforda Internal Processes

    • 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)
  • 7

    Covid Legislation & Cheat Sheets

    • IRS Freeze Alerts – Verification Filters
  • 8

    Onboarding Documents

    • 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

    • Video: Explanation for Ordering Supplies

    • Onboarding: Order Your Supplies: Check Stock

    • Onboarding: Order Personalized Website Page Form

    • Did Your PTIN Assignment Get Approved or Rejected??

    • Video: What's Next ...