top of page
Portal
Home
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

Pro Portal Tour

How to use the MTP Pro Portal
Client App - Tax To Go
03:39

Client App - Tax To Go

How to download and use the client mobile app.
Customer Discounts
00:21

Customer Discounts

Applying Fee Discounts
Income Estimator
00:38

Income Estimator

Use this tool to estimate your income for the season
Sending the Return to the Client
02:17

Sending the Return to the Client

Sending the Return to the Client
Adding New Pros to the Systems
01:59

Adding New Pros to the Systems

This video shows you how to add new pros to the Pay Center and Pro Portal.
Tax Software Activations
02:15

Tax Software Activations

How to Activate a New Tax Software user.
Pay Center Tutorial for Team Leaders
08:16

Pay Center Tutorial for Team Leaders

This video will show you how to navigate the Pay Center as a Team Leader.
How to Conduct a Interview
03:23

How to Conduct a Interview

This video will teach you how to conduct a proper interview.
Client Phone Scripts
00:50

Client Phone Scripts

Talking to clients
Job Posting System
02:31

Job Posting System

This video talks about the job postings system.
Add on Activation
00:20

Add on Activation

How to fully activate an add-on service
Satellite agreements
01:10

Satellite agreements

Setting up a satellite office
Add-on Services Info
00:35

Add-on Services Info

This video explains our Add-on Services section.
Tax Training Section
01:26

Tax Training Section

This video shows the steps involved in the Tax Training process.
The Welcome Email
01:35

The Welcome Email

This video explains how to send out New Pro welcome emails.
Add-on Services Info
00:35

Add-on Services Info

This video explains our Add-on Services section.
Virtual Phone System
00:40

Virtual Phone System

This video will show you how to setup a virtual phone system.
bottom of page