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Team Leader Training Videos

The following tutorials are designed to help you understand how to use ALL of our various systems. These videos will also teach you how to be a great Team Leader. In this section you will learn advertising, hiring, activations, training and much more. The videos are brief and should all be watched several times.

Team Leader Training - Youtube
Pro Portal Tour
02:38
Client App - Tax To Go
03:39
Customer Discounts
00:21
Income Estimator
00:38
Sending the Return to the Client
02:17
Adding New Pros to the Systems
01:59
Tax Software Activations
02:15
Pay Center Tutorial for Team Leaders
08:16
How to Conduct a Interview
03:23
Client Phone Scripts
00:50
Job Posting System
02:31
Add on Activation
00:20
Satellite agreements
01:10
Add-on Services Info
00:35
Tax Training Section
01:26
The Welcome Email
01:35
Add-on Services Info
00:35
Virtual Phone System
00:40
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