Products
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Streamlining your W9 Gathering Process
CourseFollowing a standard process for identifying, gathering and storing your clients' W-9's can be the key to having a relaxed and productive 1099 season. Rob Smith shares his simple 4-step process in this short course.
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2 Minute Tax Return Review: Quick Start
CourseJump right into creating 1040 Data Grids with this shortened version of the 2 Minute Tax Review Full Course. If you find yourself needing more directions, please see the full course.
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The 2 Minute Tax Return Review
CourseLearn how to use MS OneNote to touch client source documents only once, annotate and organize them so that key year-over-year data is summarized, and make the summary data entry grid available to all tax prep staff as they need it.
