Products
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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.
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OneNote - Learn these Capture Methods
CourseThe first step to converting information chaos into usable knowledge is to capture the information from where it currently resides. This course teaches the best ways to capture all types of information using OneNote.
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Teams - End User Setup
CourseBest practice is to set up your programs properly and customize the settings to work for you. Share this course with each Team member, so that they can learn key settings and adjustments to optimize their own Teams desktop application setup.
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OneNote Setup
CourseProper setup makes all the difference! You can “just start” using OneNote, but if you follow these 12 steps you’ll maximize your ongoing use and enjoyment of this incredible productivity tool. Following these steps takes (in total) less than 1 hour.
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Never Miss a Document Again! Best Practices for Receiving and Processing Client Documents
CourseManaging documents received from clients is a lot of work. Missing documents received from clients is even worse. Staying on top of client documents is an essential skill. This training module covers how to receive documents with 100% accuracy.
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Admin Set Up
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