Training sessions
Sessions for your staff, built around the case types your firm actually sees, remote or in person. Each session works through live models rather than slides, so the mechanics stay with people after the session ends.
- How a return fits together, from Form 1040 down to the source documents
- Capital gains, the net investment income tax and the ordering rules
- The QBI deduction and its limits
- Explaining a return to a client: what to show and in what order
Custom tools
A tool built for a case your firm handles every season, documented and checked like the public ones, that can sit in your own client portal or intranet.
See the models
Every public tool is a sample of what a session or a custom tool is built from.
Plan a session
Tell us roughly how many people, what they already know, and what you want them to be able to do afterwards.