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

Video: Instruction on How to Use This SharePoint Portal

Video: Who to Contact for Help

Onboarding: Select Your Package Level

Onboarding: Account Profile Info

Video: Explanation of Pre-Onboarding Forms

Onboarding : One-Return Minimum

Video: Explanation of PTIN

PTIN Welcome Letter

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 Time: Select From the Two 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

Doing a Returns Using the Estimator - Module 9

Tax Software Training - How to Collect Signatures/Transmit Return & What Happens if You're a Feeder - 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)

Video: About AO Portal & EFIN Info

Affiliate Owners Portal

Cares Act 2020 (March 2020)

Update to Cares Act (Dec. 2020)

Video: Explanation of Background Check Form

Onboarding: Background Check Form

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

Onboarding: Sign Contract Agreement for Silver (email info@taxbizinbox.com if you are not Silver to get your contract)

Don't Skip Signing Your Contract!

Onboarding: Direct Deposit Form (Complete the form before clicking the CONTINUE button below)

Onboarding: ID Verification

Do Not Skip Filling out ID Verification

Onboarding: Request Tax Software Login Form (Complete the form before clicking the CONTINUE button below)

Do Not Skip Filling Out the Tax Software Onboarding Form

Video: Explanation for Ordering Supplies

Onboarding: Order Your Supplies: Check Stock

Onboarding: Order Your Supplies: Check Stock

Onboarding: Order Personalized Website Page Form

Did Your PTIN Assignment Get Approved or Rejected

Video: What's Next ...

Your Certificate