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Training
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Software & Application Tutorials

The following tutorials are designed to help you understand how our tax software, mobile apps and Pay Center works. You can watch the videos then practice using the tax scenario examples. All of our systems are very easy to use and are wizard based. It will protect you from making a mistake and will guide your through the tax return step by step.

Software Tutorials - Youtube
How to complete a Tax Return in 15 mins
20:45
Pro Portal Tour
02:38
Tax Pro Pay Center
03:07
Client Signatures
00:57
Bank Products
02:53
Client Status
00:40
Ready for review
00:42
Client App - Tax To Go
03:39
Add on Services
01:51
Self Employed   Covid Credit
00:53
Rejected Returns
03:05
Sending the Return to the Client
02:17
Client Phone Scripts
00:50
Satellite agreements
01:10
Customer Discounts
00:21
Income Estimator
00:38
Uploading Documents
00:31
SCH C Declaration Form
04:11
Itemized Deductions
04:32
IP PINS
01:55
Health Insurance Coverage
02:18
EPS Bank Options Addons Tags
02:53
Business income
03:10
Add on Activation
00:20
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