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Mobile App

Secure Client Portal

Step-by-Step Software Training Videos

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IRS CE Continuing Education (1 User Only)

The Tax Pro Marketing Playbook

Tax Pro Mastery Mentorship

Tax Prep Success Blueprint

Mastering The Schedule C

Rebates for hitting 50 Funded Bank Products

BONUS: Tax Return Exercises For Team Training

Bonus: Free Social Media Account Setup + 1 month free of social media management up to two Social Media Platforms - 15 pieces of content