TRAINING & MENTORSHIP

Training, mentorship & business development

Build your understanding of tax software operations, tax preparation workflows, and tax business management with training and mentorship opportunities available through the selected ownership packages.

- WHAT IS INCLUDED -

Training access differs by package

Not every package includes identical training access. The distinctions below reflect the current package details.

Training class access

The 100% Package includes access to selected training classes by invitation, and additional fees may apply. The 80% and 70% packages include access to all training classes.

Mentorship program

Mentorship runs October through October across all three packages.

System Support

System support is included in every package, with weekday support hours that vary by tier.

Business setup assistance

Business setup assistance is listed in all three packages to help owners establish or develop their tax business.

Marketing resources & assistance

Marketing resources and marketing assistance are included with the 70% package.

Business and client issues

The 70% package adds assistance with IRS calls and assistance with client problems.

TRAINING

Ready to build with mentorship behind you?

Compare the packages to see the training access, support hours, and business resources included with each tier.

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