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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.

✅ 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


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.

✅ 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 Bank Funding


After watching the Intro to Bank Funding 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 – 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 – Marketing & Pricing Strategies


After watching the Marketing & Pricing Strategiestraining 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 – Tax Credits Vs Deductions


After watching the Tax Credits Vs Deductions 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 – Due Diligence & Business Etiquette


After watching the Due Diligence 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 Business Returns (1099, Sch C, Sole Proporieter/Single Member LLC)


After watching the Intro to Business Returns (1099, Sch C, Sole Proporieter/Single Member LLC) 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 – IRS Verification Process


After watching the IRS Verification Process 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 – Post Tax Season


After watching the Post Tax Season 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.


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.