Support and Training
Support and Training
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Our number one priority is to make sure that you are sharp and confident during this tax season with the proper tools to succeed. It is important that you know that the team is here to assist with any questions you may have during your lucrative tax season. Don’t be shy. We believe that one should always stay a student and be inquisitive on their journey to success. Call now
- Current and prior year software training and configuration
- Data conversion from your prior software
- Office Setup
- Bank Enrollment
Support & Training
You have decided to be apart of On Site Tax Pro now here utilize the support and training and get the most out of your investment.
Partner Support
- Technical Support
- Screen Sharing Technology
- Resource Center (24h/7 access to training resources, industry new and more)
- Quick Start Guide
- Software Tutorial with practice returns
- Tax Education Book
- Marketing
Training
- Seasonal Webinars
- 1040 Walk Through
- Schedule C Walk Through
- In Depth Program Features
- Multi-Office Management
- Tax Law and Industry Updates
- Video Training Library
We try to end the therapy successfully
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Testimonials
Testimonials
I’ve always been skeptical about having anyone help with my taxes because I’ve been taken advantage of in the past. I let my guard down and asked Toi to help. She was extremely professional (even though I considered her a friend prior) and explained all the steps and what was needed to process. She kept me updated and when I was confused she took her time to explain and answer any questions I had along the way. She even went above and beyond and answered questions about my significant others process. I was amazed and so happy I chose Toi! She will always be be my go to in the years coming. If you have any doubts. Don’t. She’s amazing!!
