All Your Tax Training in One Place
Watch, Learn, and Get Knowledgable
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Software Training Videos & Quizzes
Test Your Knowledge – Intro to Tax Preparation
After watching the Intro to Tax Preparation training video, click the button below to take our short 4-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
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Quick & Easy – Only 4 questions
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Instant Grading – Your quiz will be scored automatically
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Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge –Financial Literacy
After watching the Financial Literacy training video, click the button below to take our short 4-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
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Quick & Easy – Only 4 questions
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Instant Grading – Your quiz will be scored automatically
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Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Intro to Software
After watching the Intro to Software training video, click the button below to take our short 4-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
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Quick & Easy – Only 4 questions
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Instant Grading – Your quiz will be scored automatically
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Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Client Intake & Processing
After watching the Client Intake & Processing training video, click the button below to take our short 4-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
✅ Quick & Easy – Only 4 questions
✅ Instant Grading – Your quiz will be scored automatically
✅ Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Intro to Software with Bank Funding
After watching the Intro to Software with Bank Funding training video, click the button below to take our short 8-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
✅ Quick & Easy – Only 8 questions
✅ Instant Grading – Your quiz will be scored automatically
✅ Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Tax Credits Vs Deductions
After watching the Tax Credits Vs Deductions training video(s) Part I and Part II, click the button below to take our short 8-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
✅ Quick & Easy – Only 8 questions
✅ Instant Grading – Your quiz will be scored automatically
✅ Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge –Canva Training
After watching the Canva Training video, click the button below to take our short 5-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
✅ Quick & Easy – Only 5 questions
✅ Instant Grading – Your quiz will be scored automatically
✅ Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Full Walkthrough w/Written Ledger
After watching the Full Walkthrough w/Written Ledger training video, click the button below to take our short 8-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
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Quick & Easy – Only 8 questions
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Instant Grading – Your quiz will be scored automatically
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Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Full Walkthrough Return with Itemized Deductions
After watching the InFull Walkthrough Return with Itemized Deductions training video, click the button below to take our short 8-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
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Quick & Easy – Only 8 questions
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Instant Grading – Your quiz will be scored automatically
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Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge – Jotform
After watching the Jotform training video, click the button below to take our short 4-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
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Quick & Easy – Only 4 questions
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Instant Grading – Your quiz will be scored automatically
✅
Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Test Your Knowledge –Written Ledger
After watching the Written Ledger training video, click the button below to take our short 8-question quiz.
This quiz is designed to measure your understanding of the key concepts covered in the training.
✅
Quick & Easy – Only 8 questions
✅
Instant Grading – Your quiz will be scored automatically
✅
Performance Report – Results will be emailed to you for your records
Ready? Click below to begin.
Tax Scenarios
Need Extra Practice?
Click the link below to download our
Tax Scenarios Practice Packet. These scenarios are designed to give you hands-on experience applying what you’ve learned in training. Working through them will help you strengthen your skills, build confidence, and prepare for real client situations.
