Course curriculum

  • 1

    Who is AffordaTax & Is It Right for You?

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

    • Video: Are You a Good Fit for AffordaTax Biz-in-a-Box?

    • Video: Let's Talk Money: Bank Fees

    • Video: Select Your Package & Decide If You Want Affiliate Hirees

    • Video: How to Hire Under Your Affiliate

    • Video: A Brief Overview of Basic Tax Training

    • Video: Requirements for Your PTIN

    • Video: Compliance Docs & Invoicing Process

    • Video: S.B. Fee Waiver Program

    • Decision Video: Choose From the 2 Options Below

    • Decision Survey Option

  • 2

    Your Profile

  • 3

    Pre-Onboarding Documents

  • 4

    Training: Marketing

  • 5

    Training: Software

  • 6

    Training: AffordaTax Internal Processes

  • 7

    Covid Legislation - This Sections Will Be Updated Once Add'l New Tax Laws Are Passed

  • 8

    Onboarding Documents

  • 9

    Congratulations!