
Next Training Class is September 20th.


“You’re not just preparing taxes, you’re creating trust, impact, and opportunity with every client you serve.”
Onboarding Recap
Thank you for completing onboarding! To help you review and stay on track, we’ve made the full Onboarding Presentation available for download.

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All updates, reminders, and resources will be shared there. Once you’ve downloaded it, we’ll send you the link to join our private group.